1.Catches incoming appointment payload
Integrate Webhooks by Zapier and API payload mapping to receive the appointment submission and surface fields for row mapping.
Add booked appointment rows to lead tracking worksheet
Automatically capture appointment submissions across Webhooks by Zapier and Google Sheets. Create and update master tracking rows, scheduled appointment rows, and standardized appointment times when bookings come in—so you can speed lead tracking without manual row entry.
How this automation populates your appointment pipeline worksheet
When appointment bookings arrive without structured tracking, rows get missed and follow-up timing slips. This automation captures submissions, standardizes the appointment datetime, filters qualifying tags, and creates master and scheduled worksheet rows—so your team can track bookings immediately.
Webhooks par Zapieror swap with your favorite app
2.Standardizes appointment datetime
Integrate Formatter by Zapier and timezone tools to convert the incoming timestamp and output a standardized appointment datetime.
Formatter by Zapieror swap with your favorite app
3.Continues only for qualifying tags
Integrate Filter by Zapier and rules logic to check appointment tags or intent and continue only for configured submissions.
Filter by Zapieror swap with your favorite app
4.Creates master tracking row
Integrate Google Sheets and spreadsheet mapping to create a master worksheet row with patient details, datetime, and submission ID for dedupe.
Google Sheetsor swap with your favorite app
5.Creates scheduled appointment row
Intégrer Google Sheets and spreadsheet mapping to create a scheduled appointments row à the start datetime and campaign fields.
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Étape 1
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Étape 2
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Étape 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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