1.Receives submission and maps fields
Integrate Webhooks by Zapier and API mapping to receive the submission payload and map submission, partner, and answers fields.
Create and forward qualified lead records to partners
Automatically capture lead submissions across Zapier apps when new submission payloads arrive, qualification answers are provided, or partner identifiers are matched—so you can route qualified leads, keep records accurate, and log partner status without manual routing. Create and update when lead match checks complete or partner responses return—so your team can forward payloads, enrich leads, and track handoffs without paperwork.
How this automation accelerates partner handoffs
When lead submissions arrive without a verified lead and partner match, qualified routing can stall and handoff status gets inconsistent. This automation receives and maps submissions, enriches lead and partner records, and posts a standardized payload and logs the response—so your team can forward leads and measure outcomes.
Webhooks by Zapieror swap with your favorite app
2.Finds or creates lead record
Integrate Zapier Tables and database lookups to search the Leads table and create a new lead record when no match is found.
Zapier Tablesor swap with your favorite app
3.Finds partner record by key
Integrate Zapier Tables and contact data tools to search the Partners table by partner key and prepare the outgoing routing fields.
4.Normalizes variant and line items
Integrate Formatter by Zapier and data normalization tools to normalize line items, map quantity and pricing, and build a compact payload object.
Formatter by Zapieror swap with your favorite app
5.Posts standardized lead payload
Integrate Webhooks by Zapier and API request tools to post the JSON payload and capture the partner response ID and status.
6.Logs submission and partner response
Integrate Sub-Zap by Zapier and workflow logging to log handoff results, mark leads submitted or errored, and surface a reference id.
Sub-Zap by Zapieror swap with your favorite app
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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
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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