1.Monitors referral emails
Integrate Gmail and email search tools to detect referral messages and map email body to parsing inputs.
Add inbound referral into shared lead assignment pool
Automatically monitor new referral emails across Gmail and routing tables. Notify the right rep and create a canonical lead intake record when referral messages arriveβso you can route leads, rotate reps, and preserve intake data without manual routing.
How this automation accelerates referral lead routing
When referral emails arrive in inboxes, delays can cause leads to go unassigned. This automation captures new referral messages, extracts and parses lead details, rotates the next rep, and notifies and posts the canonical lead recordβso your team can route referrals instantly.
Gmailor swap with your favorite app
2.Extracts email and phone
Integrate Formatter by Zapier and data extraction tools to run email and phone extractors and fill contact fields.
Formatter by Zapieror swap with your favorite app
3.Parses first and last name
Integrate Code by Zapier and parsing helpers to parse full name and map first and last name fields.
Code by Zapieror swap with your favorite app
4.Selects next rep in rotation
Integrate Zapier Tables and routing tables to find the round robin record, map the rep email, and advance the counter.
Zapier Tablesor swap with your favorite app
5.Emails the selected rep
Integrate Gmail and messaging templates to send the original subject and body to the selected rep.
6.Posts lead to intake endpoint
Integrate Webhooks by Zapier and lead intake endpoints to POST canonical first name, last name, email, and phone.
Webhooks by Zapieror swap with your favorite app
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Add ad form contacts to nurture list instantly
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Explore all lead routing automations
Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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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
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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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