1.Catches incoming lead submission
Integrate Webhooks by Zapier and webhooks tools to capture submission fields and map submission id to reference data.
Create CRM lead and route by source to teams
Automatically catch incoming lead submission payloads across Webhooks by Zapier and Follow Up Boss. Create and update when lead submissions arrive, source tags match PPC, or source tags match SEOβso you can create CRM inquiries, forward identifiers, and set Lead stage without manual lead routing.
How this automation routes qualified leads
When incoming lead submissions come in, delays can cause leads to be misrouted and lose momentum. This automation catches submissions and filters by source, then creates Follow Up Boss inquiries and posts identifiersβso your team routes faster and more accurately.
Webhooks by Zapieror swap with your favorite app
2.Filters leads by source paths
Integrate Filter by Zapier to route qualifying records into PPC and SEO paths based on the source field.
Filter by Zapieror swap with your favorite app
3.Creates follow up inquiry
Integrate Follow Up Boss and CRM tools to create inquiries, map fields, set stage to Lead, and set contacted to false.
Follow Up Bossor swap with your favorite app
4.Posts lead and CRM identifiers
Integrate Webhooks by Zapier and API tools to POST created CRM id and original submission id to an external endpoint.
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Step 1
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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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