1.Monitors new spreadsheet lead rows
Integrate Google Sheets and form capture tools to detect new spreadsheet rows and route key submission fields.
Assign new lead rows to on-call broker rotation
Automatically monitors new lead rows in Google Sheets across lead management tools. Sends outreach when a lead row is added, submission fields are updated, or a message is submittedβso you can update pipeline ownership, increment rotation tracking, and email the assigned broker without manual routing.
How this automation routes leads to the right broker
When new lead rows are added, delays can cause missed follow-ups and unclear ownership. This automation captures lead fields in Google Sheets, resolves the next broker from a stored rotation index, updates monday.com ownership, and sends a personalized Gmail outreach emailβso your team responds fast.
Google Sheetsor swap with your favorite app
2.Increments the broker rotation index
Integrate Storage by Zapier and workflow helpers to retrieve and increment a rotation index for the next broker.
Storage by Zapieror swap with your favorite app
3.Updates pipeline ownership on the board
Integrate monday.com and pipeline boards to find the lead item by email, then set the person column.
monday.comor swap with your favorite app
4.Sends personalized outreach from the assigned broker
Integrate Gmail and email templates to send a personalized outreach email to the mapped recipient.
Gmailor swap with your favorite app
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Step 1
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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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