1.Runs monthly on day 1
Integrate Schedule by Zapier and workflow automation tools to start the monthly scan cycle for review rows.
Add flagged broken website leads to processing sheet
Automatically run a monthly review job across Google Sheets to find rows marked for review and unprocessed entries. Create and update processing records when the review window opens, lookup flags remain unprocessed, or candidates match filtersβso you can queue processing, normalize contacts, and mark source rows without manual spreadsheet work.
How this automation qualifies your flagged leads
When monthly review runs fall behind, unprocessed leads linger and qualification decisions get delayed. This automation finds review rows, normalizes and filters candidates, and creates and updates processing entriesβso your team can act on the right contacts fast.
Schedule by Zapieror swap with your favorite app
2.Finds unprocessed review rows
Integrate Google Sheets and spreadsheet lookup tools to find rows marked for review and return matching unprocessed candidates.
Google Sheetsor swap with your favorite app
3.Normalizes fetched row arrays
Integrate Code by Zapier and data shaping tools to normalize arrays for company, website, phone, email, and flags.
Code by Zapieror swap with your favorite app
4.Iterates candidates for processing
Integrate Looping by Zapier and iteration tools to loop through each candidate record for consistent per-row handling.
Looping by Zapieror swap with your favorite app
5.Gets original row context by ID
Integrate Google Sheets and spreadsheet lookup tools to fetch address and context fields using each row id.
6.Posts company for classification
Integrate Webhooks by Zapier and routing services to post company and category and return normalized trade classification.
Webhooks by Zapieror swap with your favorite app
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Accelerate sales-ready lead flow with automated scoring updates, qualification routing, and rep notifications
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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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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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