1.Catches inbound website request
Integrate Webhooks by Zapier and web forms tools to capture inbound request data and to standardize lead intake.
Create qualified lead and customer record from website request
Automatically transforms inbound website request fields across Zapier and CRM tools. Get instant follow-up when address enrichment returns city and state, when office lookup returns the nearest business unit, or when a new lead record is createdβso you can create records, route leads, and notify your team without manual follow-up.
How this automation accelerates qualified lead capture
When website requests arrive without consistent fields, delays can reduce response quality and lead qualification. This automation transforms inbound inquiry data, enriches addresses and routing offices, creates customer and lead records, and alerts your teamβso you can follow up fast.
Webhooks by Zapieror swap with your favorite app
2.Transforms incoming name field
Integrate Formatter by Zapier and data formatting tools to map incoming name fields into consistent full name values.
Formatter by Zapieror swap with your favorite app
3.Enriches address from zip code
Integrate Webhooks by Zapier and enrichment tools to request city and state details from the provided zip code.
4.Looks up office by zip code
Integrate Sub-Zap by Zapier and directory lookup tools to return office name and business unit id for routing.
Sub-Zap by Zapieror swap with your favorite app
5.Creates customer and lead record
Integrate ServiceTitan and CRM record tools to create customer and lead entries with enriched address and contact details.
ServiceTitanor swap with your favorite app
6.Sends lead follow-up message
Integrate Microsoft Teams and messaging tools to notify your leads channel with key details and the created lead record link placeholder.
Microsoft Teamsor swap with your favorite app
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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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