1.Detect new intake row
Integrate Google Sheets and spreadsheet intake tools to detect rows added and to route raw submissions to AI parsing.
Create verified service lead records from incoming emails
Automatically detect email enquiry submissions across Google Sheets and AI by Zapier. Create and verify service lead records when new intake rows match email enquiries and exclusionsβso you can notify vendors, acknowledge customers, and keep lead data accurate without manual follow-up.
How this automation creates verified service leads
When email enquiries arrive in your intake worksheet, delays can stall outreach and confuse service routing. This automation parses lead details, creates verified lead records, and sends vendor and customer emailsβso your team can respond to valid requests fast.
Google Sheetsor swap with your favorite app
2.Check email enquiry eligibility
Integrate Filter by Zapier and service type rules to continue only for email enquiries and to exclude ineligible service types.
Filter by Zapieror swap with your favorite app
3.Extract structured lead fields
Integrate AI by Zapier and data extraction tools to parse freeform text and to convert details into structured lead fields.
AI by Zapieror swap with your favorite app
4.Create verified lead record
Integrate Google Sheets and lead record workflows to map extracted fields and to create verified rows in your Leads worksheet.
5.Send vendor and customer emails
Integrate Gmail and notification templates to send vendor context and to acknowledge customers with a personalized greeting.
Gmailor swap with your favorite app
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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.
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