1.Receives new lead payload
Integrate WhatConverts and lead capture workflows to extract contact fields and metadata to standardize appointment lead inputs
Create vetted appointment leads row in lead sheet
Automatically extract New Lead payload fields across WhatConverts and analytics tools. Create and update a vetted appointment lead row when appointment-type and unique-status matchβso you can capture reporting-ready contacts without manual data cleanup.
How this automation appends vetted appointment leads
When new lead submissions land with mixed details, scattered records can dilute pipeline reporting and slow follow-up. This automation extracts lead fields and formats contact data, then filters and appends a vetted appointment lead row in Google Sheetsβso your team can report consistently.
WhatConvertsor swap with your favorite app
2.Formats incoming lead date
Integrate Formatter by Zapier and data transformation tools to map the incoming timestamp to a formatted date string to populate the Date column
Formatter by Zapieror swap with your favorite app
3.Formats phone and names
Integrate Formatter by Zapier and contact parsing tools to format phone numbers and split names to map First Name, Last Name, and Phone
4.Qualifies appointment and unique leads
Integrate Filter by Zapier and data validation rules to continue only for appointment-type and unique-status leads to keep rows focused
Filter by Zapieror swap with your favorite app
5.Creates new spreadsheet row
Integrate Google Sheets and spreadsheet database tools to create a new row with mapped date, names, phone, email, and source to centralize lead reporting
Google Sheetsor swap with your favorite app
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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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