1.Detects new lead record
Integrate Zapier Tables to capture the new lead row and start the lead validation workflow.
Create validated lead records and assign to project board
Automatically format and validate each new lead record across Zapier Tables, Formatter by Zapier, and enrichment tools. Create and update validated lead rows, then build board items and Hatch contactsβso you can speed up same-day outreach without manual lead cleanup.
How this automation accelerates your lead onboarding
When new lead records land in Zapier Tables, delays can cause missed same-day outreach. This automation formats phone data, enriches geography and territory, then creates spreadsheet rows, monday.com items, and Hatch contactsβso your team can contact leads sooner.
Zapier Tablesor swap with your favorite app
2.Formats phone to E164
Integrate Formatter by Zapier and data validation tools to normalize incoming phone numbers to E164 for records and lookups.
Formatter by Zapieror swap with your favorite app
3.Enriches geo and territory
Integrate Sub-Zap by Zapier and location enrichment tools to resolve latitude, longitude, and territory from address or zip.
Sub-Zap by Zapieror swap with your favorite app
4.Adds lead row to spreadsheet
Integrate Google Sheets and mapping tools to create a new leads row with formatted contact and campaign columns.
Google Sheetsor swap with your favorite app
5.Creates board item for lead
Integrate monday.com and project workflows to create a board item and set initial status from territory data.
monday.comor swap with your favorite app
6.Creates or finds Hatch contact
Integrate Hatch and contact enrichment tools to match by phone and create or update the contact with lead status.
Hatchor swap with your favorite app
Automate your work, your way
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Explore all lead generation automations
Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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