1.Detect new or updated row
Integrate Google Sheets and spreadsheet triggers to detect lead rows and trigger downstream routing when a row is created or updated.
Send applicant confirmations and route new partner leads
Automatically detect new or updated spreadsheet rows across Google Sheets and partner with routing and email tools. Send applicant confirmations and route partner details when send flag is TRUE, so you can confirm applicants, notify partners, and log every handoff without manual follow-up.
How this automation routes new leads faster
When send-flagged lead rows sit in spreadsheets, applicants and partners wait and coordinators miss handoffs. This automation filters rows, sends Gmail confirmations, forwards partner details, logs the handoff, and notifies ops β so your team can route leads at the peak of intent.
Google Sheetsor swap with your favorite app
2.Continue only for qualifying rows
Integrate Filter by Zapier and automation rules to gate sending when the configured send flag is set to TRUE.
Filter by Zapieror swap with your favorite app
3.Send email to applicant
Integrate Gmail and email delivery tools to send applicant confirmations by mapping candidate fields into the message.
Gmailor swap with your favorite app
4.Send email to partner
Integrate Gmail and contact mapping tools to forward partner lead details to the configured partner email address.
5.Create leads log row
Integrate Google Sheets and reporting systems to create a new leads-log row with timestamps and reference data.
6.Send ops channel message
Integrate Slack and team notifications tools to post an ops handoff summary with candidate name and log reference.
Slackor 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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