1.Triggers on new portal signup
Integrate Planpoint to watch each floor plan signup and route the signup data into the workflow for lead capture.
Create qualified lead records from floor plan signups
Automatically monitor new portal signups across Planpoint and lead tracking tools. Create and update contacts and log leads when signups happenβso you can qualify records, normalize phones, and capture UTM sources without manual spreadsheet work.
How this automation creates qualified lead records
When new portal signups come in, lead details can sit unprocessed and untracked. This automation normalizes phone numbers, creates or updates contacts, and appends lead log rowsβso your team can report on qualified demand automatically.
Planpointor swap with your favorite app
2.Normalizes phone number
Integrate Formatter by Zapier and data formatting tools to normalize the signup phone field to E.164 for consistent lead records.
Formatter by Zapieror swap with your favorite app
3.Creates or updates contact
Integrate HubSpot and CRM contact properties to create or update a contact by email and set phone and source details.
HubSpotor swap with your favorite app
4.Appends row to lead log
Integrate Google Sheets and reporting worksheets to append a new lead log row with timestamps and UTM source fields.
Google Sheetsor swap with your favorite app
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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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