1.Pulls new form submission
Integrate LocaliQ and CRM field mapping to extract contact fields and form answers from each submission to route leads faster.
Send campaign form leads to support for triage
Automatically pull new form submissions from LocaliQ contact interactions across LocaliQ and SendGrid. Automatically notify your support inbox when form submissions arrive, campaign keyword matches, or event type equals formβso you can speed triage, capture submitter context, and reply to leads without manual inbox sorting.
How this automation speeds up support triage
When new contact interactions come in as form submissions, leads can sit unnoticed while teams manually triage. This automation pulls submission details and filters qualifying campaigns and sends support triage emailsβso your team can respond while intent is fresh.
LocaliQor swap with your favorite app
2.Filters qualifying campaign forms
Integrate Filter by Zapier and workflow conditions to check campaign keyword match and ensure event type equals form to continue only valid leads.
Filter by Zapieror swap with your favorite app
3.Sends support email with answers
Integrate SendGrid and email templates to send the mapped submitter fields to your support address to notify coordinators instantly.
SendGridor 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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