1.Detects new completed submission
Integrate involve.me and form capture tools to watch for new completed submissions and trigger lead routing.
Create lead record and notify selling agent within minutes
Automatically monitor new completed submissions across involve.me, Formatter by Zapier, Google Sheets, Gmail, Delay by Zapier, and Sinch Engage SMS. Create and update leads and notify agents and prospects β so you can start follow-up, alert owners, and send SMS without manual follow-up.
How this automation accelerates your lead follow-up
When new completed submissions arrive but teams wait to route leads, follow-up timing slips and prospects cool off. This automation cleans submission fields, creates lead rows, and notifies the agent and prospectβso your team can respond fast.
involve.meor swap with your favorite app
2.Cleans submission fields
Integrate Formatter by Zapier and data cleaning tools to remove image links and split names to standardize lead fields.
Formatter by Zapieror swap with your favorite app
3.Creates lead row
Integrate Google Sheets and spreadsheet mapping tools to create a new row and populate contact and property columns.
Google Sheetsor swap with your favorite app
4.Notifies selling agent
Integrate Gmail and email templates to send an agent notification with names and property details to start internal follow-up.
Gmailor swap with your favorite app
5.Pauses before prospect outreach
Integrate Delay by Zapier and timing controls to wait before contacting the prospect so internal routing can complete.
Delay by Zapieror swap with your favorite app
6.Sends SMS to prospect
Integrate Sinch Engage SMS and SMS compliance tools to send a short follow-up message to the prospect.
Sinch Engage SMSor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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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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