1.Receives form payload fields
Integrate Webhooks by Zapier and data mapping tools to pass core quote fields into workflow variables.
Create qualified local leads and notify branch coordinators
Automatically capture quote request submissions across Webhooks by Zapier and Gmail. Create and update when qualifying county values pass, so you can notify branch teams, log the lead, and add subscribers to nurture without manual follow-up from form entries that go stale.
How this automation accelerates qualified follow-up
When form submissions arrive, delays can leave qualified leads unassigned and branch coordinators unaware. This automation captures payload data, filters for qualifying county values, sends Gmail notifications, and logs leads and nurture subscribersβso your team can follow up immediately.
Webhooks by Zapieror swap with your favorite app
2.Stops non-qualifying county requests
Integrate Filter by Zapier to continue only for qualifying county values using your configured list.
Filter by Zapieror swap with your favorite app
3.Normalizes dates and maps branches
Integrate Formatter by Zapier and lookup tables to create date parts and map county to branch label and email.
Formatter by Zapieror swap with your favorite app
4.Sends branch and submitter emails
Integrate Gmail to send branch notifications and confirmation emails with submission summaries and reply-to details.
Gmailor swap with your favorite app
5.Logs the qualifying lead row
Integrate Google Sheets and spreadsheets to add a new row with date parts, contact details, branch label, and notes.
Google Sheetsor swap with your favorite app
6.Upserts subscriber and adds to group
Integrate MailerLite and email marketing groups to create or update a subscriber and add them to your configured group.
MailerLiteor swap with your favorite app
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