1.New event record in Salesforce
Integrate Salesforce and event trackers to capture new event records for lead qualification and to trigger contact matching.
Add marketing-qualified leads from booked discovery call events
Automatically detect discovery call events in Salesforce across lead and attribution systems. Create and qualify leads in Hyros, enrich contacts, and set marketing stages when discovery calls happen, meeting roles match AE or SDR, or event records are loggedβso you can route faster and avoid manual lead entry.
How this automation qualifies your marketing-ready leads
When discovery call events go unprocessed, qualified leads get missed and marketing follow-up stalls. This automation filters for discovery meetings, finds contacts, and creates qualified lead records with the right marketing stageβso your team can act faster.
Salesforceor swap with your favorite app
2.Qualification filter in Zapier
Integrate Filter by Zapier and qualification rules to screen for discovery call indicators and to route eligible leads forward.
Filter by Zapieror swap with your favorite app
3.Find contact by event reference
Integrate Salesforce and CRM search to match the event contact reference and to map contact details for enrichment.
4.Create qualified lead in Hyros
Integrate Hyros and lead scoring tools to create a qualified lead from event details and to set the marketing stage.
Hyrosor swap with your favorite app
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Accelerate sales-ready lead flow with automated scoring updates, qualification routing, and rep notifications
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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