1.Catches program lead submissions
Integrate Webhooks by Zapier and intake endpoints to capture incoming submission payloads and trigger lead routing.
Create program participant records and alert sponsor reps
Automatically catch program lead submissions across Webhooks by Zapier, Formatter by Zapier, Zapier Tables, MySQL, Sailthru, and Gmail. Create and update when sponsor and state match or profiles need refresh, then notify assigned repsβso you can protect routing accuracy, avoid duplicate alerts, and reduce follow-up overhead without manual reporting.
How this automation routes leads to the right sponsor reps
When program lead submissions arrive without clean fields, routing errors and missed outreach can happen. This automation normalizes submissions, creates lead records, updates participant profiles, and notifies assigned repsβso your team can route faster without manual follow-up.
Webhooks by Zapieror swap with your favorite app
2.Cleans and normalizes fields
Integrate Formatter by Zapier and data cleaning tools to clean role and rank inputs and normalize submission values.
Formatter by Zapieror swap with your favorite app
3.Looks up matching sponsor team
Integrate Zapier Tables and directory data tools to match sponsor and state to return assigned rep contact details.
Zapier Tablesor swap with your favorite app
4.Creates new lead record
Integrate MySQL and database tools to create a new lead row with timestamps and a source tag.
MySQLor swap with your favorite app
5.Creates or updates participant profile
Integrate Sailthru and audience profile tools to match by email and add the contact to the Program Participant list.
Sailthruor swap with your favorite app
6.Sends internal rep notification
Integrate Gmail and email routing tools to alert the assigned rep(s) with lead details and next-step guidance.
Gmailor swap with your favorite app
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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