1.Catch incoming lead payload
Integrate Webhooks by Zapier and data parsing tools to receive the incoming lead payload and extract lead, partner, contact, and qualification fields to normalize intake.
Create and send partner lead notifications with details
Automatically catch incoming lead payloads across Webhooks by Zapier, Zapier Tables, Paths by Zapier, SMTP by Zapier, and partner delivery workflows. Create and update when payload received, partner matched, or submission recordedβso you can email the right partner, log partner submissions, and prevent duplicate re-submission without manual triage.
How this automation routes leads to the right partners
When incoming lead payload arrives, delays can send partners the wrong info or stall routing. This automation normalizes payloads, finds matching records, branches by property type, sends partner emails, and submits lead summaries to downstream operationsβso your team can route faster with fewer mix-ups.
Webhooks by Zapieror swap with your favorite app
2.Look up lead and partner records
Integrate Zapier Tables and relational lookups to find matching lead reference and partner reference records and map source fields to lookup fields.
Zapier Tablesor swap with your favorite app
3.Branch by property type
Integrate Paths by Zapier and workflow branching tools to evaluate property type and choose the matching path and email template for each lead.
Paths by Zapieror swap with your favorite app
4.Send partner email notification
Integrate SMTP by Zapier and templated email tools to map contact fields and send the partner email with lead reference and fallback instructions to notify partners.
SMTP by Zapieror swap with your favorite app
5.Submit summarized lead payload
Integrate Sub-Zap by Zapier and downstream processing tools to call a sub-zap that records the summarized lead payload for fulfillment and reporting.
Sub-Zap by Zapieror swap with your favorite app
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Step 1
Connect your tools
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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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