1.Detect new tagged user
Integrate Manychat and lead capture tools to detect a new Tagged User event and pass contact fields to the workflow.
Create sales lead from tagged chat inquiry and notify desk
Automatically convert tagged chat inquiries into structured leads across Manychat and Google Sheets. Create and update sales lead records and notify advisors with a transactional email so you can follow up without manual spreadsheet entry.
How this automation creates sales-ready leads
When tagged chat inquiries land without structure, leads can stall before advisors can respond. This automation formats phone, creates a Google Sheets lead row, and emails advisorsβso your team can follow up faster with accurate details.
Manychator swap with your favorite app
2.Standardizes phone format
Integrate Formatter by Zapier and data cleaning tools to standardize the incoming phone number to E.164 format for matching.
Formatter by Zapieror swap with your favorite app
3.Creates spreadsheet lead row
Integrate Google Sheets and spreadsheet automation tools to create a new lead row with name, cleaned phone, and tag source.
Google Sheetsor swap with your favorite app
4.Sends advisor transactional email
Integrate ActiveCampaign Postmark and email delivery tools to send a transactional email with the prospect summary and sheet link.
ActiveCampaign Postmarkor 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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