1.Detect new lead row
Integrate Zapier Tables and lead databases to map new lead IDs and core submission fields to centralize lead intake data.
Set lead defaults and route new web leads
Automatically validate and route new web leads across Zapier Tables. Create and update when leads table receives a new row, phone or email matches, or duplicate flag is setβso you can route to the right broker, apply pricing and status defaults, and mark duplicates without manual lead routing.
How this automation routes fresh web leads
When new web leads arrive without consistent validation and dedupe, leads can be misrouted or left unprocessed. This automation uses Zapier Tables to validate lead records, apply broker assignment, and update duplicates so your team can act fast with clean data.
Zapier Tablesor swap with your favorite app
2.Filters by source and contact fields
Integrate Filter by Zapier and form capture tools to continue only for configured web sources and when phone or email exists to reduce invalid entries.
Filter by Zapieror swap with your favorite app
3.Finds matching lead counts by phone and email
Integrate Zapier Tables and analytics tools to search leads by phone and email within the registration window to determine duplicate likelihood.
4.Decides duplicate flag
Integrate Code by Zapier and reporting systems to evaluate phone and email hit counts to return a DUPLICATE or NOT DUPLICATE result.
Code by Zapieror swap with your favorite app
5.Branches by duplicate decision
Integrate Paths by Zapier and routing rules to route execution to the correct path based on the duplicate flag.
Paths by Zapieror swap with your favorite app
6.Finds an available broker record
Integrate Zapier Tables and lead databases to locate an available broker using the configured availability flag to prepare assignment.
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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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