1.Detects new lead event
Integrate WhatConverts and lead tracking systems to catch new lead events and capture the incoming conversion payload.
Create verified CRM contacts from every incoming lead
Automatically detect new lead events in WhatConverts across CRM management tools and contact workflows. Create verified contacts by normalizing fields and adding or updating records in LeadConnectorβso you can reach sales-ready leads without manual data entry or cleanup.
How this automation creates verified CRM contacts
When new lead events come in, leads can stall due to messy fields and slow deduping. This automation formats contact details and add updates CRM contacts in LeadConnectorβso your team can follow up faster with clean records.
WhatConvertsor swap with your favorite app
2.Normalizes contact fields
Integrate Formatter by Zapier, phone validation tools, and email cleanup rules to format phone numbers and normalize email casing.
Formatter by Zapieror swap with your favorite app
3.Creates or updates CRM contact
Integrate LeadConnector and CRM record management to match by email then phone, update existing contacts, or create new leads.
LeadConnectoror swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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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