1.Receives booking work request
Integrate Jobber and automation logic to ingest the new work request webhook and pass core request data into the flow.
Add new booking contacts to CRM lead list
Automatically monitor new work request webhooks across Jobber, Gmail, Formatter by Zapier, and HighLevel. Create and update when booking requests arrive, emails match, or request dates qualifyβso you can create lead contacts, normalize phone numbers, and apply lead tags without manual data entry.
How this automation creates lead records faster
When new work request webhooks arrive, unlogged bookings slow down follow-up. This automation receives booking data, searches matching email messages, normalizes phone numbers, and updates HighLevel lead contactsβso your team can respond with complete details.
Jobberor swap with your favorite app
2.Searches matching request emails
Integrate Gmail and email search tools to search for recent matching emails tied to the booking request and pull the email body.
Gmailor swap with your favorite app
3.Normalizes phone numbers
Integrate Formatter by Zapier and data formatting tools to extract phone text from the email body and produce a consistent phone number.
Formatter by Zapieror swap with your favorite app
4.Adds or updates lead contacts
Integrate HighLevel and CRM contact fields to add or update contact records, map lead details, and apply the configured estimate lead tag.
Levor swap with your favorite app
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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