1.Find lead by ID
Integrate TCdial and CRM lookup tools to find the associated lead by the sale disposition lead ID and map reference fields.
Create customer and contract records from sale disposition
Automatically detect new sale dispositions across TCdial and Zapier Tables. Create and update when customer and contract details are readyβso you can enrich insured data, assign the correct owner, and create intake records without manual CRM data entry.
How this automation accelerates customer and contract intake
When new sale disposition events appear, delays can stall fulfillment and create duplicate CRM work. This automation finds the lead, enriches insurance inputs, and creates customer and contract recordsβso your team can launch intake faster.
TCdialor swap with your favorite app
2.Normalize insurance data
Integrate Code by Zapier and data parsing tools to normalize insurance inputs and extract insured number, insurer name, and contract boolean.
Code by Zapieror swap with your favorite app
3.Assign owner from agent
Integrate Code by Zapier and ownership mapping to map the trigger agent ID to the assigned owner output.
4.Create main customer record
Integrate Zapier Tables and intake table fields to create a customer record with contact, insurance, owner, source, and open status.
Zapier Tablesor swap with your favorite app
5.Create conditional contract row
Integrate Zapier Tables and record filtering to create a contract row only when the contract boolean is true.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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