1.Captures new lead submission
Integrate WhatConverts and lead intake tools to receive each new lead and pass the submission into the workflow.
Add new marketing leads to partner and alert team
Automatically capture new leads across lead intake apps using WhatConverts and route them through Formatter by Zapier, Webhooks by Zapier, and Resend. Get instant partner delivery and team notifications when new leads arrive so you can act on every inbound request without manual routing.
How this automation routes leads to partners fast
When a new lead comes in through WhatConverts, delays can slow partner delivery and reps may miss the moment to act. This automation receives the lead, normalizes contact fields, posts to a lead partner endpoint, and sends a transactional emailβso your team can respond quickly.
WhatConvertsor swap with your favorite app
2.Splits and normalizes lead name
Integrate Formatter by Zapier and data formatting tools to split full names into first and last fields and normalize casing.
Formatter by Zapieror swap with your favorite app
3.Posts lead payload to partner
Integrate Webhooks by Zapier and endpoint tools to post lead fields plus source and medium values for partner routing.
Webhooks by Zapieror swap with your favorite app
4.Sends transactional ops email
Integrate Resend and notification tools to send a concise lead summary to the configured ops inbox or distribution list.
Resendor swap with your favorite app
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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
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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