1.Runs hourly lead polling
Integrate Schedule by Zapier to trigger the hourly check for new marketplace leads to route instantly.
When hourly marketplace lead polling happens, delayed routing can cause leads to stall and follow-up to slip. This automation fetches lead data, filters qualifying records, then creates rep assignments and cards and logs rowsβso your team can act fast with clear tracking.
Integrate Schedule by Zapier to trigger the hourly check for new marketplace leads to route instantly.
Integrate Webhooks by Zapier and reporting systems to fetch marketplace leads and pass the time window for routing.
Integrate Filter by Zapier and data validation tools to continue only when at least one lead item qualifies for processing.
Integrate Storage by Zapier and persistence storage tools to read and increment the round robin counter for owner rotation.
Integrate Trello and workflow boards to create a new lead card with contact and vehicle details for follow-up.
Integrate Google Sheets and spreadsheet reporting to add a row with timestamps, lead fields, and the assigned member.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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