1.Catch sub-zap started signals
Integrate Sub-Zap by Zapier to receive the sub-zap start signal and return enriched contact data for the parent workflow.
Return assigned agent contact details for record enrichment
Automatically start agent code lookups across Sub-Zap by Zapier and Formatter by Zapier. Return enriched contact details when agent code arrives, lookup is requested, or sub-zap startsβso you can route records, fill contact fields, and return normalized payloads without manual data entry.
How this automation enriches your CRM contacts
When agent code lookups happen inconsistently, enrichment gaps can block routing and slow CRM updates. This automation maps codes to reference IDs and contact fieldsβso your team can return name, phone, email, and identifiers instantly.
Sub-Zap by Zapieror swap with your favorite app
2.Receives agent code input
Integrate Sub-Zap by Zapier and mapping tools to accept incoming agent codes and pass the primary code forward.
3.Translates code to reference ID
Integrate Formatter by Zapier and lookup tables to map the incoming code to an agent reference ID with fallback.
Formatter by Zapieror swap with your favorite app
4.Maps reference ID to contact lines
Integrate Formatter by Zapier and reference tables to map reference IDs to name and phone lines and email values.
5.Splits name and phone fields
Integrate Formatter by Zapier to split the combined contact line into separate name and phone fields.
6.Returns enriched contact payload
Integrate Sub-Zap by Zapier to map extracted name, phone, email, and reference ID into the sub-zap return payload.
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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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