1.Catches brochure request payload
Integrate Webhooks by Zapier and form submission mapping to capture source fields and brochure identifiers to route brochure intake.
Add brochure request contacts and deals to CRM
Automatically catch incoming brochure request payloads across Webhooks by Zapier. Create and enrich CRM contacts and deals when brochure request arrives, PDF brochure type detected, or submission ID capturedβso you can route leads, assign branch owners, and tag for marketing nurture without manual data entry.
How this automation routes new brochure enquiries
When incoming brochure request payloads arrive, leads can get stuck in inboxes and deals stall. This automation routes PDF brochure data through geocoding, branch lookup, and CRM creationβso you can respond with the right branch owner and tagged enquiries.
Webhooks by Zapieror swap with your favorite app
2.Filters for PDF brochure requests
Integrate Filter by Zapier and routing rules to continue only for pdf brochure type values to limit brochure requests.
Filter by Zapieror swap with your favorite app
3.Looks up geocode from address
Integrate Webhooks by Zapier and geocoding tools to pass the mapped address and map lat long to enrich location data.
4.Determines nearest branch
Integrate Code by Zapier and place ranking logic to select the nearest place and output the branch name to assign ownership.
Code by Zapieror swap with your favorite app
5.Finds branch record and owner
Integrate Zapier Tables and database lookups to match branch name and map branch id and owner to fetch assignment details.
Zapier Tablesor swap with your favorite app
6.Creates contact and deal
Integrate Bigin by Zoho CRM and CRM workflows to create the contact, tag with PDFBrochure, and create a linked deal to capture new enquiries.
Bigin by Zoho CRMor swap with your favorite app
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