1.Catches new intake submissions
Integrate Webhooks by Zapier and form intake tools to capture each submission and pass routing context to the workflow.
Send qualified lead notifications to partner inbox immediately
Automatically monitor new intake submissions across Webhooks by Zapier and Zapier Tables. Send qualified partner email and log distribution when qualification answers passβso you can route actionable leads without manual follow-up.
How this automation routes qualified leads to partner inboxes
When new intake submissions hit Catch Hook, partners can miss timely context and routing can fall behind. This automation looks up lead records and qualification answers, filters for qualifying inputs, then sends partner emails and logs distributionβso your team can audit every handoff.
Webhooks by Zapieror swap with your favorite app
2.Finds lead record by submission ID
Integrate Zapier Tables and data mapping to look up the matching lead record by submission identifier and source fields.
Zapier Tablesor swap with your favorite app
3.Retrieves qualification answers and partner contact
Integrate Zapier Tables and contact lookup tools to fetch qualification answers and load partner contact by partner reference.
4.Continues only for qualifying records
Integrate Filter by Zapier and qualification rules to continue only for non-test submissions and qualifying answers.
Filter by Zapieror swap with your favorite app
5.Sends partner email
Integrate SMTP by Zapier and email templates to send partner email with qualification context, reply to, and BCC.
SMTP by Zapieror swap with your favorite app
6.Logs distribution for reporting
Integrate Sub-Zap by Zapier and audit logging to record submission ID, partner reference, delivery method, and status.
Sub-Zap by Zapieror 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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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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