1.Captures approval row details
Integrate Zapier Tables and form fields to capture submission data for routing in Salesforce.
Assign new MQLs to owners and notify assignee immediately
Automatically route approved MQLs from Zapier Tables button clicks across Salesforce and Microsoft Teams and Microsoft Outlook. Create and update when assignee matches and source is approved or an MQL convertsβso you can assign owners, draft notifications, and mark approvals as routed without manual lead routing.
How this automation routes new MQLs fast
When an approved MQL stays unassigned, outreach stalls and leads wait on manual handoffs. This automation finds the right user, routes the MQL in Salesforce, and notifies the assignee and marks the approval row as routedβso you can start follow up immediately.
Zapier Tablesor swap with your favorite app
2.Looks up the user by identity
Integrate Salesforce and CRM search tools to find the assignee user to route the MQL correctly.
Salesforceor swap with your favorite app
3.Routes the MQL into Salesforce
Integrate Salesforce and record mapping tools to route the MQL by updating or converting it into a Contact.
4.Alerts the assignee in Teams
Integrate Microsoft Teams and chat notifications to locate the assignee and optionally send a chat alert.
Microsoft Teamsor swap with your favorite app
5.Creates a draft notification email
Integrate Microsoft Outlook and email templates to draft a message to the assigned owner with a CRM link placeholder.
Microsoft Outlookor swap with your favorite app
6.Marks approval row as routed
Integrate Zapier Tables and workflow status tracking to update the source approval row as routed.
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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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