1.Forwards qualifying session
Integrate Darwin AI and analytics tools to detect forwarded sessions and start the lead routing workflow.
Send qualified lead email to assigned advisor with link
Automatically monitor session forwarded across Darwin AI and Email by Zapier and Zapier Tables. Automatically route when advisor matches, sessions get forwarded, or leads qualifyβso you can email the advisor, log routing status, and track the conversation link without manual routing paperwork.
How this automation accelerates advisor follow-up
When session forwarding creates unverified lead matches, delays can break follow-up momentum. This automation filters qualifying records, sends a context-rich email to the advisor, and logs the notification in Zapier Tablesβso you can route leads instantly.
Darwin AIor swap with your favorite app
2.Filters by advisor match
Integrate Filter by Zapier and routing rules to continue only when the assigned advisor matches configured criteria.
Filter by Zapieror swap with your favorite app
3.Emails the assigned advisor
Integrate Email by Zapier and messaging templates to send the advisor a context-rich email with a click-to-chat URL.
Email by Zapieror swap with your favorite app
4.Creates tracking log row
Integrate Zapier Tables and reporting systems to create a log entry for notification status and conversation reference.
Zapier Tablesor swap with your favorite app
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