1.Catches incoming lead submission
Integrate Webhooks by Zapier to receive the incoming lead submission and capture submission UID and payload for mapping.
When incoming lead submission arrives, routing gaps can delay partner outreach and attribution. This automation captures webhook leads, enriches details, posts partner payloads and records partner responseβso your team can route qualified leads immediately.
Integrate Webhooks by Zapier to receive the incoming lead submission and capture submission UID and payload for mapping.
Integrate Zapier Tables to find the matching Leads record and enrich the payload with qualification answers and partner reference.
Integrate Webhooks by Zapier and JSON mapping to send a structured payload to the partner endpoint and capture response code.
Integrate SMTP by Zapier and email delivery tools to send the partner-facing email with qualification bullets and next steps.
Integrate Sub-Zap by Zapier and tracking systems to record submission status and partner response for attribution.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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
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Marcelo Lebre, Co-Founder
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Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.