1.New contact trigger
Integrate Apollo and engagement source data to capture new or updated contacts for inbound lead processing.
Add new rep-owned contacts to central lead list
Automatically monitor new or updated contacts across Apollo and Filter by Zapier, Formatter by Zapier, and Airtable. Create or update a central lead record when new contacts created, contacts updated, or contact payload refreshedβso you can filter rep-owned leads, normalize phone lists, and deduplicate records without manual list cleanup.
How this automation creates cleaner lead lists
When new or updated contact payloads arrive from Apollo, rep-owned leads can scatter and duplicates can form. This automation filters rep-owned contacts and normalizes phone lists, then finds and creates or updates recordsβso your team can launch outreach faster.
Apolloor swap with your favorite app
2.Filter for rep ownership
Integrate Filter by Zapier and automation rules to continue only for contacts owned by the specified rep.
Filter by Zapieror swap with your favorite app
3.Normalize phone numbers
Integrate Formatter by Zapier and data formatting tools to map phone lists into one comma-separated phone field.
Formatter by Zapieror swap with your favorite app
4.Find by full name
Integrate Airtable and lookup logic to search your worksheet by full name and prepare field mapping.
Airtableor swap with your favorite app
5.Create or update lead
Integrate Airtable and record management to update matching leads or create new central lead records.
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Explore all contact management automations
Simplify contact records with automated lead capture, record updates, and duplicate prevention
Set up in minutes
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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