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Use Zapier's Lead Hub template to route lead names and email addresses into a central portal for your team or clients that automatically enriches the data with company information and more. 

## Why you should create a lead hub in Zapier
It can be difficult keeping track of all of your leads to make sure they get added to your CRM and followed-up with appropriately. With Zapier, you can build a lead hub that uses automation to route leads into one place. If you generate leads on behalf of clients, you can share this hub and allow your clients to click a button to:

- Add leads to a CRM
- Craft and send an email or SMS

You can set up additional buttons to connect with over 6,000 different apps.

## How the lead hub works
You can manually add in email addresses, import records, or set up automated workflows to add new leads into the table. Once new records appear, click a button to send them through to the connected Zap which gets their lead score, company information, industry, and more. 

![Send leads to automation to get lead score](//images.ctfassets.net/0sppvm4cmdq7/1vFeVYv75FYd7y2tnzeffd/2b2652afedad2bb99254dd40670cdd6c/be5d7d94cc18c486b535f10bf0302a28.png)

If you are working with a team or a client, you can send them a publicly-facing interface to view all the leads. Then, if you or your client determine that a lead fits your ideal customer profile, click another button to send them into your CRM or send them an email or SMS.

![Add leads to CRM from Zapier Interfaces](//images.ctfassets.net/0sppvm4cmdq7/2SHSeKHvo2bgJyfUGB6uEE/a76645cec2296b45f4f0fcecb42e63e1/5e8a80518d673d1010adb09c196f6705.png)

To get started:
1. Click __use template__
2. Import records from a CSV, begin adding new records with names and email addresses, or set up a Zap to automate the collection of leads from another source
3. Click "Send pending records" to enrich the data in the table
4. Edit each Zap to configure your CRM, Email provider, and SMS service
5. Navigate to the interface and share the link with your team or client

*The first blank record in the table will need to be deleted as it's a placeholder. Only brand new records can be sent to the Zap for lead scoring*

## Who should use this template
If you're an agency owner helping clients get new leads, on a sales team, marketing team, or do sales as a business owner then this lead hub built in Zapier is perfect for you. It is going to take a prospect and get them one step closer to a qualified lead for your business. Because this template uses Zapier Tables and Interfaces, you'll have marketing automation at your fingertips. 

## Key benefits of the lead hub template built with Zapier
- Lead scoring powered by MadKudu available to you within the connected Zap
- Connected to Zaps to automate workflows with 6,000+ different app integrations
- Data enrichment included to speed up the prospecting process
- A hub that can be shared with teams and clients


Create a lead hub for your team or clients to review, contact, and add leads to their CRM.

Collect leads for your team or clients with automatic lead scoring and automation for sending emails and SMS messages and adding to a CRM.

Lead Hub Template

New Template

Take the hassle out of your approval process with our handy approval request template. Designed to help you manage requests in one centralized table, this template lets you approve or reject requests and automatically send notifications via Slack. Save time and enhance communication with this user-friendly solution.

## Why our approval request template is a game-changer

Streamlining your approval process is key for efficient business operations. The approval request template not only simplifies request management but also ensures timely communication with requestors. By using this template, you can boost productivity, minimize miscommunication, and keep track of all your approval requests in one tidy place.

## How the template works

Our approval request template uses Zapier Tables to store and manage all your requests. It includes fields for the requestor's name, request details, and their Slack handle. Plus, there are two buttons for approving or rejecting requests. The template uses two Zaps to handle the approval and rejection process. When you click the "Approve" button, it triggers a Zap that sends a direct message to the requestor's Slack handle, letting them know they've got the green light. Similarly, when you click the "Reject" button, another Zap sends a direct message to break the not-so-great news.

## Who's it for?

Any organization or team that deals with approval requests can benefit from this template. It's particularly useful for teams managing project approvals, budget approvals, and resource allocation requests. By using the approval request template, teams can ensure a smooth and efficient approval process, improving overall productivity and communication.

## Key perks of the approval request template

Adopting the approval request template offers several benefits, like centralized request management, improved communication, and time-saving automation. With all requests stored in one table, you can easily track and manage approvals. The automatic Slack notifications make sure that requestors are promptly informed of the outcome, reducing the chances of miscommunication. And lastly, the template's automation features save you precious time and effort, allowing you to focus on more important tasks.

Easily approve or reject requests and send automatic messages to the requester.

Simplify your approval process with our approval request template. Manage requests, approve or reject, and send automatic notifications with ease.

Approval Request Template

Approval Request

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Best apps

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Airtable

Google Sheets

ClickUp

Coda

Zapier Tables

Stackby

Spreadsheet.com

We tested all the top Airtable alternatives to find the ones that work best. Here's what you should look for in an Airtable alternative and our picks for the best.

The 6 best Airtable alternatives

After testing nearly 40 Airtable alternatives, these are the best.

After someone fills out a form, you want to follow up and nurture them through your process. This automation lets you save time doing just that, automatically creating new rows in a Stackby table whenever you get a new TypeForm submission. Now sit back and relax, and take action on your form responses from a single place.

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

Typeform

New Entry

Retrieves ALL file(s) of a given form that are uploaded as part of form submission.

Retrieve ALL Files

Lookup Responses

Create an Empty Form

Duplicates an Existing Form

Update Dropdown, Multiple Choice or Ranking Question Options

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Stackby brings the best of spreadsheets, databases and business APIs in a flexible collaboration platform.

New Row

Triggers when a new row is added in a view.

New Rows in a View

Updated Rows

Search Row

Create a row if search does not exist 

Create Row

Update Row

Add new Typeform submissions to Stackby as rows

Need your Stackby data to stay up to date with Google Sheets?  This integration allows you to do that easily and efficiently by automatically creating a new row in Stackby as soon as you add a row to Google Sheets. Keep your data redundant and scale as you manage your database.

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

New Spreadsheet Row (Team Drive)

Triggers when a new row is added to the bottom of a spreadsheet.

New Spreadsheet Row

Triggers when a new spreadsheet is created.

New Spreadsheet

Triggers when a new row is added or modified in a spreadsheet - works best with Team Drives.

New or Updated Spreadsheet Row (Team Drive)

Triggers when a new row is added or modified in a spreadsheet.

New or Updated Spreadsheet Row

Triggers when a worksheet is created in a spreadsheet.

New Worksheet

Find up to 500 rows based on a column and value as line items.

Lookup Spreadsheet Rows (Advanced)

Find Worksheet

Return up to 500 rows as a single JSON value or as line items.

Get Many Spreadsheet Rows (Advanced)

Find a specific spreadsheet row based on a column and value. If found, it returns the entire row. Optionally, create a new row if no match is found.

Lookup Spreadsheet Row

Finds or creates a specific find worksheet.

Find or Create Worksheet

Find or Create Row

Create a new column in a specific spreadsheet.

Create Spreadsheet Column

Create a new row in a specific spreadsheet.

Create Spreadsheet Row

Create one or more new rows in a specific spreadsheet (with line item support).

Create Multiple Spreadsheet Rows

Creates a new worksheet by copying an existing worksheet.

Copy Worksheet

Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.

Create Spreadsheet

Creates a new worksheet in a Google Sheet.

Create Worksheet

Clears the contents of the selected row(s) while keeping the row(s) intact in the spreadsheet.

Clear Spreadsheet Row(s)

Deletes the selected row(s) from the spreadsheet. This action removes the row(s) and all associated data.

Delete Spreadsheet Row(s)

Format Spreadsheet Row

Update Spreadsheet Row

Update one or more rows in a specific spreadsheet (with line item support).

Update Spreadsheet Row(s)

Save new Google sheet rows right into Stackby

Often it's helpful to store, backup and organize emails matching certain characteristics to a Google Spreadsheet. This Gmail Google Sheets integration makes it a breeze to setup a simple rule (i.e. emails from: 

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Gmail

Triggers when you receive a new attachment.

New Attachment

New Label

Triggers when you receive a new email and label it within two days.

New Labeled Email

Triggers when a new email appears in the specified mailbox.

New Email

Triggers when you receive a new email that matches a search string you provide.

New Email Matching Search

Triggers when you receive a new email and star it within two days.

New Starred Email

New Thread

Find Email

Find or Send Email

Add Label to Email

Delete Email

Create Draft

Create a draft reply to an existing email.

Create Draft Reply

Create Label

Send Email

Remove Label From Email

Reply to Email

Save new Gmail emails matching certain traits to a Google Spreadsheet

This integration makes it easy to trigger an email via Gmail for updates in a Google Spreadsheet. You can trigger an email based on any update or specific updates to a certain column. Get step-by-step directions in our 

Send emails via Gmail when Google Sheets rows are updated

Keep your Google Calendar updated with dates in your spreadsheets. Set up this Zapier template to create a detailed Google Calendar event whenever a new row is created in a selected Spreadsheet.com worksheet. For example, a project plan workbook in Spreadsheet.com can be used to track tasks and their deadlines, which will appear as events in your Google Calendar.

Spreadsheet.com is the all-in-one spreadsheet for teams

Column Value Changed

Triggers when data is entered in to a row.

Row Created

Triggers when a new row is created using a specific form.

Row Created Using Form

Row Updated

Triggers when a select column value changes from a specific value to another specific value.

Select Field Changes (A -> B)

Triggers when a select column value changes to a specific value.

Select Field Changes (Specific Value)

Find a worksheet row by looking up a field value.

Lookup Worksheet Row

Google Calendar lets you organize your schedule and share events with co-workers and friends. With Google's free online calendar, it's easy to keep track of your daily schedule.

Google Calendar

New Calendar

Triggers when an event is cancelled or deleted.

Event Cancelled

Event Ended

Triggers when a specified amount of time before an event starts.

Event Start

Triggers when an event is created or updated (except when it's cancelled).

New or Updated Event

New Event

Triggers when an event is created that matches a search.

New Event Matching Search

Find Event

Finds a specific event by its ID in your calendar.

Retrieve Event by ID

Finds multiple events in your calendar as line items.

Find Multiple Events

Find or Create Event

Invites one or more person to an existing event.

Add Attendee(s) to Event

Create Calendar

Delete Event

Create Detailed Event

Create an event from a piece of text. Google parses the text for date, time, and description info.

Quick Add Event

Updates an event. Only filled fields are updated.

Update Event

Create detailed events in Google Calendar from new Spreadsheet.com rows

Keep you and your team updated at all times by sending a Slack message to a channel whenever a new row is updated in a selected Spreadsheet.com workbook. For example, a CRM workbook in Spreadsheet.com can be used to track leads and opportunities. A Slack notification will be sent automatically when an opportunity's status is updated.

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Slack

Triggers when a new message is posted to any public channel.

New Public Message Posted Anywhere

New Channel

Triggers when a new message is posted to a specific #channel you choose.

New Message Posted to Channel

Triggers when a custom emoji has been added to a team.

New Team Custom Emoji

Triggers when a new file is uploaded to your workspace.

New File

Triggers when a username or highlight word is mentioned in a public #channel.

New Mention

Triggers when a new message is found that matches the query.

New Message From Query

Triggers when a new message is posted to a specific #private-channel or multi-dm.

New Message Posted to Private Channel

Triggers when a Message is pushed from Slack.

New Pushed Message

Triggers when a reaction (aka reactji) is added to a message in a public #channel.

The 6 best Airtable alternatives

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