1.Detect routing form submissions
Integrate Calendly and routing form triggers to pass submission payloads with timestamps so you can capture header form fills.
Add lead row and alert reps for header form submissions
Automatically monitor routing form submissions across Calendly and Google Sheets. Create and update when responses include usable contact detailsβso you can extract clean contacts, add lead rows, and alert reps without manual lead intake.
How this automation alerts reps instantly
When routing form submissions come in, reps can miss the right moment to follow up. This automation extracts contact details, adds a lead row, and sends WhatsApp alertsβso your team can act on every actionable submission.
Calendlyor swap with your favorite app
2.Extract and sanitize contact details
Integrate Formatter by Zapier and contact parsing tools to extract email and phone from the submission so you can standardize phone formatting.
Formatter by Zapieror swap with your favorite app
3.Add lead row to worksheet
Integrate Google Sheets and spreadsheet mapping to create a new row with name, phone, email, and created time so you can log each lead.
Google Sheetsor swap with your favorite app
4.Send on-call WhatsApp alert
Integrate WhatsApp Notifications and team messaging tools to send a templated alert with the new-row link so reps can follow up fast.
WhatsApp Notificationsor swap with your favorite app
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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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