1.Detect new form submission
Integrate Webflow and lead capture forms to catch incoming website contact submissions and start the routing flow.
Create lead row and triage card from contact form
Automatically monitor new form submissions across Webflow, Google Sheets, Heymarket SMS, Trello, and Slack. Create and update when phone number provided, new submission arrives, or qualifying lead signals hitβso you can normalize phone, add lead rows, and alert triage cards without manual routing.
How this automation creates lead triage cards fast
When new form submissions come in, leads can wait and miss response windows. This automation formats phone numbers and updates your lead sheet, then creates contacts, triage cards, and Slack alertsβso your team can route leads instantly.
Webflowor swap with your favorite app
2.Format phone number
Integrate Formatter by Zapier and phone normalization tools to normalize the submitted phone number to E.164 format.
Formatter by Zapieror swap with your favorite app
3.Add row to lead worksheet
Integrate Google Sheets and spreadsheet workflows to add submission details into your configured lead worksheet.
Google Sheetsor swap with your favorite app
4.Create or update contact and send SMS
Integrate Heymarket SMS and contact management tools to match contacts by email and send a templated SMS.
Heymarket SMSor swap with your favorite app
5.Create triage card
Integrate Trello and task triage boards to create an intake card and assign it to the configured list.
Trelloor swap with your favorite app
6.Post channel triage alert
Integrate Slack and team messaging tools to post submitter details and quick access links for triage.
Slackor 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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