1.Monitors new lead web form submissions
Integrate WhatConverts and contact field mapping tools to capture name, email, phone, and lead notes from submissions.
Create web form leads in sales follow-up queue
Automatically detect new web form submissions across WhatConverts, Filter by Zapier, Paths by Zapier, and LeadSigma. Create follow-up records when qualified web form leads arrive, required contact fields exist, or acquisition routing matchesβso you can build follow-up queues, assign the right owners, and avoid manual follow-up.
How this automation creates follow-up queues for sales
When new web form submissions come in without a consistent sales record, leads stall and reps waste time. This automation captures new leads, filters for required fields, routes by acquisition path, and creates follow-up recordsβso your team can respond fast.
WhatConvertsor swap with your favorite app
2.Filters qualifying lead submissions
Integrate Filter by Zapier and validation tools to continue only when the record is a web form and required fields exist.
Filter by Zapieror swap with your favorite app
3.Routes leads by acquisition path
Integrate Paths by Zapier and acquisition mapping tools to branch on lead medium and lead source for the right path.
Paths by Zapieror swap with your favorite app
4.Creates follow-up records on each path
Integrate LeadSigma and follow-up queue workflows to create the Slingshot record and assign it to the configured team.
LeadSigmaor swap with your favorite app
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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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