1.Catches incoming lead payload
Integrate Webhooks by Zapier and form-field mapping to extract lead fields and to create lead intake data
When new chat or website lead data arrives, slow routing can cause missed follow-ups. This automation catches inbound payloads, filters qualifying submissions, posts lead intake records, and sends sales DMsβso your team can respond fast.
Integrate Webhooks by Zapier and form-field mapping to extract lead fields and to create lead intake data
Integrate Filter by Zapier and routing rules to evaluate the incoming source and to continue only for qualifying records
Integrate Webhooks by Zapier and CRM endpoint tools to send mapped lead fields and to create new lead records
Integrate Slack and notification channels to send a direct message with lead contact info and to alert the on-call rep
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.