1.Watch incoming lead payloads
Integrate Webhooks by Zapier and inbound form endpoints to extract lead fields and trigger routing logic for quick intake.
Create routed lead records and notify operations channel
Automatically capture lead payloads across Webhooks by Zapier and Formatter by Zapier. Create and update when submissions routeβso you can create customer records, create tagged leads, and notify operations without manual follow-up.
How this automation routes your lead follow-up
When lead payloads arrive through Webhooks by Zapier, missed context can stall outreach. This automation formats submissions, creates customer and lead records, and notifies operationsβso your team can respond with speed.
Webhooks by Zapieror swap with your favorite app
2.Transforms and normalizes lead data
Integrate Formatter by Zapier and data preparation tools to join name parts and normalize email and phone for matching.
Formatter by Zapieror swap with your favorite app
3.Looks up office by ZIP
Integrate Sub-Zap by Zapier and lookup services to map postal code to an office identifier and business unit.
Sub-Zap by Zapieror swap with your favorite app
4.Creates customer record
Integrate ServiceTitan and CRM systems to create or match a customer, then map contact and location fields for records.
ServiceTitanor swap with your favorite app
5.Creates lead and applies tags
Integrate ServiceTitan and task automation tools to create the lead, set follow-up to now, and apply configured lead tags.
6.Sends operations channel message
Integrate Microsoft Teams and notification workflows to post a concise lead summary with an access link placeholder for outreach.
Microsoft Teamsor swap with your favorite app
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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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