1.Catches incoming form submission
Integrate Webhooks by Zapier and form submission tools to catch incoming submissions and trigger lead routing.
Add website form leads and route by inquiry type
Automatically catch incoming website form submissions across Webhooks by Zapier and Paths by Zapier. Create and update lead records, log reporting rows, and post routed inquiry payloads when form submission arrives, inquiry category appears, or submission includes contact detailsβso you can prioritize follow-up without manual routing.
How this automation routes inquiries by category
When incoming form submissions arrive without consistent routing, leads get delayed and sales prioritization suffers. This automation catches submissions, evaluates inquiry category paths, creates records, and logs reporting rowsβso your team can act with context.
Webhooks by Zapieror swap with your favorite app
2.Routes by inquiry category
Integrate Paths by Zapier and routing rules to evaluate inquiry category and route only qualifying records.
Paths by Zapieror swap with your favorite app
3.Creates lead record in Zapier Tables
Integrate Zapier Tables and CRM-style data mapping to create records from submission fields and set record type.
Zapier Tablesor swap with your favorite app
4.Creates reporting spreadsheet row
Integrate Google Sheets and reporting tools to create rows for timestamps, form type, and campaign source details.
Google Sheetsor swap with your favorite app
5.Posts ERP intake payload
Integrate Webhooks by Zapier and ERP intake systems to post routed inquiry data to the correct intake endpoint.
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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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