1.Detect new lead record added
Integrate Magentrix and lead databases to map incoming referral lead fields into your qualification flow.
Create qualified referral leads and opportunities for sales
Automatically monitor new lead entity records across Magentrix, HubSpot, Zapier Tables, and Google Sheets. Create and update when new lead records added, referral fields updated, or partner references presentβso you can update lead status, create opportunities, and log tracking without manual tracking.
How this automation accelerates your qualified referrals
When new entity records are added in Magentrix, unqualified referrals can stall pipeline work and delay sales follow-up. This automation validates lead fields, applies qualification rules, updates Magentrix records, logs results in Google Sheets, and notifies opsβso your team can focus on qualified opportunities.
Magentrixor swap with your favorite app
2.Maps core lead fields
Integrate Magentrix and data mapping tools to map email, account name, and received date for qualification inputs.
3.Searches contact and company
Integrate HubSpot and CRM search to find matching contacts and companies and pull qualification flags.
HubSpotor swap with your favorite app
4.Looks up prior submissions
Integrate Zapier Tables and lookup utilities to retrieve previous branch status and assigned expert entries.
Zapier Tablesor swap with your favorite app
5.Applies qualification rules
Integrate Code by Zapier and rules engines to evaluate inputs and output a qualified decision token.
Code by Zapieror swap with your favorite app
6.Updates lead and creates opportunity
Integrate Magentrix and sales records to update review status and create an opportunity when qualified.
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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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