1.Detect new web leads
Integrate WhatConverts, lead intake queues, and phone screening tools to detect new leads and route them into the intake workflow.
Create intake records from new web leads for intake team
Automatically detect new web and phone leads across WhatConverts. Create and update intake-ready case records with formatter and webhooks actions, then Notify intake coordinators by emailβso you can route faster without manual paperwork.
How this automation accelerates lead intake
When new leads enter the intake workflow, slow routing can stall case starts. This automation branches form type, normalizes contact details, posts intake payloads, and emails coordinatorsβso your team can start reviews immediately.
WhatConvertsor swap with your favorite app
2.Branch on form type
Integrate Paths by Zapier and routing rules to select the correct case type path for each incoming lead type.
Paths by Zapieror swap with your favorite app
3.Normalize contact fields
Integrate Formatter by Zapier and contact data tools to format phone numbers and map source fields to intake-ready values.
Formatter by Zapieror swap with your favorite app
4.Post intake-ready payload
Integrate Webhooks by Zapier and analytics tools to POST intake-ready case summary fields to your intake endpoint.
Webhooks by Zapieror swap with your favorite app
5.Email intake coordinators
Integrate Email by Zapier and notification workflows to send intake summaries and share the intake record link with coordinators.
Email by Zapieror swap with your favorite app
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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