1.Catches referral payload
Integrate Webhooks by Zapier and routing inputs to capture the referral payload and submission id for dedupe.
Add incoming referral leads to Excel tracking sheet
Automatically catch incoming referral payloads across Webhooks by Zapier and Microsoft Excel. Format timestamps and create regional Excel rows, and alert ops for follow-up when submission id appears, region routes, or timestamps landβso you can reduce manual spreadsheet updates, speed outreach, and prevent missed leads.
How this automation routes new referral leads
When referral submissions arrive without a consistent destination, leads stall and follow-up slips. This automation catches referral payloads, formats dates, adds the row to the right Excel table, and emails ops for faster outreachβso your team can act right away.
Webhooks by Zapieror swap with your favorite app
2.Formats referral timestamp
Integrate Formatter by Zapier and timezone tools to convert the incoming timestamp and output a formatted date for the sheet.
Formatter by Zapieror swap with your favorite app
3.Adds row to regional table
Integrate Microsoft Excel and spreadsheet mapping to add a row to the detected region workbook and table.
Microsoft Excelor swap with your favorite app
4.Sends ops lead summary
Integrate Email by Zapier and email templates to send a concise lead summary to regional ops with a link.
Email by Zapieror swap with your favorite app
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