1.Detects new quote request row
Integrate Google Sheets and spreadsheet tools to pull postcode and contact fields to qualify incoming quote rows.
Add qualified quote leads to shared leads sheet
Automatically monitor new quote request rows across Google Sheets and Zapier tools. Create and update when new quote rows arrive, postcode qualification flips, or contacts match emailβso you can add qualified leads, hold for dedupe, and notify stakeholders without manual lead sharing.
How this automation accelerates qualified lead sharing
When new quote request rows hit your sheet, delays can stall follow-up and reduce lead conversion. This automation screens postcode qualification and creates shared leads and sends emailsβso your team can respond to qualified quotes quickly.
Google Sheetsor swap with your favorite app
2.Runs postcode prefix check
Integrate Code by Zapier and validation logic to map postcode into a prefix check to return a qualification boolean.
Code by Zapieror swap with your favorite app
3.Passes only qualifying records
Integrate Filter by Zapier and rules engines to continue only when the postcode result is true to exclude unqualified entries.
Filter by Zapieror swap with your favorite app
4.Holds for one hour
Integrate Delay by Zapier and scheduling tools to pause for one hour to support quick corrections and dedupe.
Delay by Zapieror swap with your favorite app
5.Creates shared leads row
Integrate Google Sheets and spreadsheet automation to map fields into your shared leads worksheet to create qualifying lead records.
6.Sends outbound lead email
Integrate Email by Zapier and outreach messaging to send a lead summary to configured stakeholders to notify the right team.
Email by Zapieror swap with your favorite app
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Step 1
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Define the trigger
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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