1.Detect tag applied
Integrate Kit and marketing analytics tools to watch link-click tag events and trigger lead routing updates.
Create lead from campaign click and notify reps
Automatically track campaign demo-link clicks across Kit and lead-tracker tools. Create internal lead records and send instant SMS and email alertsβso you can respond to new intent without manual follow-up.
How this automation accelerates your lead follow-up
When subscriber click tags trigger interest, delayed follow-up can stall pipeline momentum. This automation finds or creates a lead, normalizes fields, and notifies reps by SMS and emailβso you can respond while intent is still fresh.
Kitor swap with your favorite app
2.Find or create lead record
Integrate Zapier Tables and database tools to match by subscriber email and set a clicked marker on the record.
Zapier Tablesor swap with your favorite app
3.Pause for repeat clicks
Integrate Delay by Zapier and automation timing tools to wait 5 minutes before duplicate checks and follow-up actions.
Delay by Zapieror swap with your favorite app
4.Normalize contact fields
Integrate Formatter by Zapier and data formatting tools to standardize full name and format the lead date field.
Formatter by Zapieror swap with your favorite app
5.Create lead tracker submission
Integrate Gravity Forms and lead tracking forms to create an internal lead with open or attention needed status.
Gravity Formsor swap with your favorite app
6.Send SMS to reps
Integrate Twilio and messaging tools to send an SMS with lead details to the configured rep list.
Twilioor swap with your favorite app
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Explore all lead routing automations
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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