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Clean Lead Submissions
Clean contact details and alert your sales team by email
Use this Agent instantly or customize it - no programming needed
- Lead form submissionLead form submission
Your new lead's answers and entry ID tell the Agent which contact to prepare.
- Contact cleanup rulesContact cleanup rules
Your formulas trim spaces from names and trim and lowercase email addresses.
- Sales team recipientsSales team recipients
You choose who receives each lead email before the first submission arrives.
Your lead intake system receives lead forms, updates lead entries, and emails your sales team.
- Lead tracker entryLead tracker entry
Your tracker shows cleaned contact details and the lead's follow-up status.
- Sales team emailSales team email
Your team gets the lead's contact details and status, including any missing email or phone.
- Lead tracker entryLead tracker entry
Your tracker shows cleaned contact details and the lead's follow-up status.
- Sales team emailSales team email
Your team gets the lead's contact details and status, including any missing email or phone.
This Agent starts when someone submits your lead form. It reads cleaned contact fields and sets a follow-up status. Your sales team gets the details by email.
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Made for your industry
Clean Lead Submissions is made for businesses in these industries.
- Advertising and Marketing
Pass clean prospective client contacts to the agency sales team.
Show all Agents for the Advertising and Marketing industry - Software
Clean inbound prospect contacts and email the sales team for follow-up.
Show all Agents for the Software industry - Financial Services
Keep new client contact details clean and ready for a sales follow-up.
Show all Agents for the Financial Services industry - Real Estate
Clean new buyer and seller contacts for the sales team's follow-up.
Show all Agents for the Real Estate industry - Insurance
Prepare prospective policyholder contacts for the sales team's follow-up.
Show all Agents for the Insurance industry - Home Services
Send clean homeowner contact details to the sales team for follow-up.
Show all Agents for the Home Services industry
Made for your role
Clean Lead Submissions is made for people in these roles.
- Sales Development Representative
Get clean contact details for each new lead ready for outreach.
Show all Agents for the Sales Development Representative role - Sales Operations Specialist
Keep incoming lead records clean and mark them for follow-up.
Show all Agents for the Sales Operations Specialist role - Marketing Coordinator
Hand clean form leads to sales with contact details ready to use.
Show all Agents for the Marketing Coordinator role - Lead Generation Specialist
Put form leads in the tracker with clean contact details.
Show all Agents for the Lead Generation Specialist role - Sales Coordinator
Clean new lead entries and email contact details to the sales team.
Show all Agents for the Sales Coordinator role
Made for your department
Clean Lead Submissions is made for people in these departments.
- Marketing
Pass clean form leads to sales as soon as they arrive.
Show all Agents for the Marketing department - Sales Operations
Keep the lead tracker clean and mark new contacts for follow-up.
Show all Agents for the Sales Operations department - Revenue Operations
Keep incoming lead contacts usable across the sales handoff.
Show all Agents for the Revenue Operations department
How Clean Lead Submissions works
3 steps, in order, on every run.
-
Read the new lead rowRead the submitted row's cleaned name and email. Keep the phone number as entered, if provided.
-
Set the follow-up statusMark the lead ready for follow-up when it has an email. Flag missing contact details when the email is blank.
-
Email the sales teamSend the recipients you chose the cleaned contact details and status. Note when no phone number was provided.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or LeadConnector.
7 tools
- Publish a lead form linked to the team's lead table, with name and email questions and an optional phone question; make email required.
- Add formula fields to the lead table that trim spaces from the name and trim and lowercase the email; add a follow-up status field.
- Choose the verified sales team email recipients and configure a form-submission automation to update the submitted row and send an email using its cleaned fields.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Clean Lead Submissions:
Your form adds submissions to the lead table you use as a tracker. You set up the form and follow-up status labels before the first submission.
Yes. You choose the sales team recipients during setup, and they receive the lead's contact details and follow-up status.
Your team email notes a missing phone number. If the required email is blank, your tracker marks the lead as needing contact details.
The lead stays in your tracker. The failed run gets flagged so your sales coordinator can retry it.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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