1.Catches new booked appointment leads
Integrate Workiz and appointment scheduling tools to catch new booked appointment events and pass core submission fields into the workflow.
Create tracked appointment leads for marketing ops team
Automatically catch booked appointment leads across Workiz, Filter by Zapier, Formatter by Zapier, and WhatConverts. Create and update when booked appointments arrive, qualifying booking status matches, or phone and dates are presentβso you can build attribution leads, normalize contact fields, and attach campaign context without manual lead entry.
How this automation creates tracked appointment leads
When a new booked appointment lead is created, delayed routing can leave outreach unassigned and attribution missing. This automation monitors booking triggers, filters qualifying records, formats appointment fields, and creates lead recordsβso your team can follow up on time.
Workizor swap with your favorite app
2.Filters qualifying booking records
Integrate Filter by Zapier and routing rules to continue only for records that match your configured scheduled or booking status.
Filter by Zapieror swap with your favorite app
3.Normalizes date and phone inputs
Integrate Formatter by Zapier and data normalization tools to format the appointment date and standardize the phone number.
Formatter by Zapieror swap with your favorite app
4.Creates attribution lead in WhatConverts
Integrate WhatConverts and CRM-style lead records to create a lead with email, phone, appointment date, and scheduling channel metadata.
WhatConvertsor swap with your favorite app
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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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