1.Detect new lead
Integrate WhatConverts and lead routing tools to monitor new conversion events and start the lead flow.
Add segmented web form leads to master lead sheet
Automatically monitor new lead submissions across WhatConverts web forms and calls. Create and update segmented lead rows when web form conversion, call conversion, or qualifying lead submissionβso you can add to your master lead sheet, capture attribution context, and log notes without manual lead entry.
How this automation builds your master lead sheet
When new web form or call leads arrive, delays can cause leads to land in the wrong place. This automation monitors WhatConverts leads and routes them through branching and Google Sheets row creationβso your team can segment leads with attribution context.
WhatConvertsor swap with your favorite app
2.Routes lead type paths
Integrate Formatter/Branch (in-automation) to evaluate lead type and submission form name and route web form paths and call paths.
Automor swap with your favorite app
3.Creates lead sheet row
Integrate Google Sheets and reporting columns to add a new row per path and map contact, timestamps, and attribution fields.
Google Sheetsor swap with your favorite app
4.Adds lookup and dedupes
Integrate Google Sheets and data matching tools to find existing rows by email or phone and skip duplicates.
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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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