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Route and create new web leads by classification

Automatically route and create new web leads by classification across Webhooks by Zapier and AI by Zapier. Create and update CRM contacts when lead payloads arrive or new webhook requests come in or lead data maps correctlyβ€”so you can reduce manual routing and speed up follow-up.

How this automation protects your lead routing

When incoming lead payloads arrive, unclassified leads slow handoffs and cause data to land in the wrong place. This automation parses lead messages for classification and routes the result through IP lookup and CRM creationβ€”so your team can follow the right leads faster.

  1. 1.Receives lead payloads

    Integrate Webhooks by Zapier and webhook field mapping tools to capture incoming lead payloads and map lead fields.

    Webhooks by Zapieror swap with your favorite app
  2. 2.Parses lead classification

    Integrate AI by Zapier and language tools to parse message and email into a lead classification for routing.

    AI by Zapieror swap with your favorite app
  3. 3.Routes by classification

    Integrate Filter by Zapier and routing rules to branch workflows by classification and continue only qualifying records.

    Filter by Zapieror swap with your favorite app
  4. 4.Enriches location by IP

    Integrate Webhooks by Zapier and enrichment lookups to map IP addresses into geolocation fields for client records.

    Webhooks by Zapieror swap with your favorite app
  5. 5.Creates routed CRM contacts

    Integrate Sub-Zap by Zapier and CRM workflows to create CRM contact records using mapped and enriched lead fields.

    Sub-Zap by Zapieror swap with your favorite app

Automate your work, your way

Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.

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Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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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.

  1. Step 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Step 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. 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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David Laderberg, VP of Sales

Remote

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Otter.ai

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Superhuman

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