1.Captures new funnel response
Integrate Heyflow and lead intake forms to capture each new funnel submission payload for partner processing.
Create qualified lead rows and dispatch leads to partners
Automatically capture new funnel responses across Heyflow and Google Sheets. Create and update when employment labels are normalized, phone values are cleaned, or partner payloads are dispatchedβso you can route leads and attribution without manual routing.
How this automation accelerates your partner reviews
When new funnel responses arrive, delays can slow partner review and waste qualified lead intent. This automation normalizes fields and creates spreadsheet rows and posts partner intake payloadsβso your team can route qualified leads faster without manual routing.
Heyflowor swap with your favorite app
2.Normalizes employment category
Integrate Code by Zapier and data classification tools to map employment and flags into a normalized employment category.
Code by Zapieror swap with your favorite app
3.Cleans phone for delivery
Integrate Formatter by Zapier and data formatting tools to transform phone values into a delivery-ready string.
Formatter by Zapieror swap with your favorite app
4.Creates a master lead row
Integrate Google Sheets and spreadsheet tracking to append a lead row with names, phone, email, employment, and UTM data.
Google Sheetsor swap with your favorite app
5.Forwards lead to partner intake
Integrate Code by Zapier and partner APIs to generate a JSON payload and post it to the partner intake endpoint.
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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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