1.Detect new lead from web form
Integrate WhatConverts and web form routing tools to capture incoming lead data and expose core lead fields for mapping.
Send new website leads to management inboxes immediately
Automatically monitor new web form leads in WhatConverts and route them across Zapier and Microsoft Outlook. Create qualified lead emails and send to your management inboxesβso you can follow up faster, reduce duplicates, and assign owners without manual routing.
How this automation accelerates your lead follow-up
When a new web form lead arrives without fast routing, delays can reduce response rates and leave inboxes unmanaged. This automation detects new leads, filters and formats lead fields, then sends structured email notificationsβso your team can follow up while intent is fresh.
WhatConvertsor swap with your favorite app
2.Filter qualifying lead records
Integrate Filter by Zapier and qualification rules to continue only for qualifying submissions and block duplicates or non-actionable entries.
Filter by Zapieror swap with your favorite app
3.Normalize lead contact fields
Integrate Formatter by Zapier and data formatting tools to format date and time, sanitize contact details, and map attribution fields.
Formatter by Zapieror swap with your favorite app
4.Send lead email to owners
Integrate Microsoft Outlook and email templates to map lead summary into subject and HTML body, then deliver to the owner inbox list.
Microsoft Outlookor swap with your favorite app
Automate your work, your way
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Explore all lead routing automations
Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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.
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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