1.Catch Hook incoming referral payload
Integrate Webhooks by Zapier and lead intake endpoints to capture the incoming referral payload to start verified lead creation.
Create verified lead records with files and notify team
Automatically catch incoming referral payloads across Webhooks by Zapier, Dropbox, and Google Sheets. Create and update verified lead records when referral payloads arrive, attachments are included, or opportunity IDs returnβso you can create records, store files, and log audit rows without manual follow-up.
How this automation creates verified lead records
When referral payloads and attachments arrive without a consistent flow, leads can be delayed and files can get misplaced. This automation normalizes submissions, posts lead details, uploads files, and updates Google Sheets and Slackβso your team can review verified leads fast.
Webhooks by Zapieror swap with your favorite app
2.Normalizes submission content
Integrate Formatter by Zapier and data formatting tools to convert HTML answers to plain text and map question blocks to summary.
Formatter by Zapieror swap with your favorite app
3.Post to lead intake endpoint
Integrate Webhooks by Zapier and API tools to post lead fields and capture the returned opportunity identifier for record linking.
4.Uploads file to Leads folder
Integrate Dropbox and file storage to upload the incoming file stream and save it in a Leads folder.
Dropboxor swap with your favorite app
5.Adds row for audit tracking
Integrate Google Sheets and reporting systems to add a worksheet row with lead attributes and Dropbox file link.
Google Sheetsor swap with your favorite app
6.Sends intake notification
Integrate Slack and team notifications to send a message with summary, lead reference, status, and a review link.
Slackor swap with your favorite app
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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