1.Monitors new form submissions
Integrate Tally and form data to map submission fields into lead and broker lookup variables.
Add accepted form leads and notify assigned broker
Automatically capture accepted form submissions across Tally, Zapier Tables, and Gmail. Create and update when lead acceptance is submitted, broker assignment is confirmed, or unassigned availability changes—so you can assign leads, archive acceptance, and notify brokers without manual lead routing.
How this automation routes accepted leads to brokers
When accepted form leads arrive with no consistent assignment, leads can stall and brokers miss outreach. This automation captures acceptance submissions, updates lead records, logs accepted leads, and emails the assigned broker—so your team routes at the moment an acceptance happens.
Zähleror swap with your favorite app
2.Finds lead and broker records
Integrate Zapier Tables and database tools to look up the lead and broker by mapped reference values.
Zapier Tablesor swap with your favorite app
3.Filters unassigned leads
Integrate Filter by Zapier to continue only when the configured assigned flag shows the lead is available.
Filter von Zapieror swap with your favorite app
4.Updates the lead assignment
Integrate Zapier Tables and CRM fields to set assigned=true and map accepted source contact details.
5.Creates accepted-leads log row
Integrate Zapier Tables and reporting tables to record the acceptance in your accepted-leads archive.
6.Emails assigned broker contact
Integrate Gmail and templated email content to send lead reference details to the broker from the record.
Gmail (Englisch)or swap with your favorite app
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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 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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