Multi-Source Lead Engine: 8 Zapier Pipelines → Capsule CRM + Limo Anywhere Accounts & Quotes

Problem:

Leads reached the transportation company through eight disconnected channels, website forms (Contact Us, Get Help, Birthday Club, Reservation Details), social media lead sheets, the AnswerFirst answering service, Limo Anywhere's ORES online reservations, and an internal receptionist call form, and every single one had to be manually keyed into Capsule CRM and Limo Anywhere, with follow-up tasks set by hand.

Solution:

Built eight source-specific Zapier pipelines, each triggered by a new Google Sheets row, sharing one hardened core: name splitting with blank-value defaults, phone normalization (strip parentheses and dashes, append +1), email trim/lowercase with fallbacks, Capsule CRM contact creation with an auto-composed summary block, a NOW-timestamped Opportunity, occasion-to-tag mapping via Code steps applied to both contact and opportunity, scheduled Capsule tasks (last-effort at +3 days, referral call at +7 days), and a WhatsApp team notification fired by webhook. A Zapier Tables lookup then dedupes by email and routes through Paths: new emails create the Limo Anywhere account and write the email back to the table, while existing accounts skip creation, and the ResDetails pipeline goes furthest, formatting service date and time into a 24-hour, timezone-stripped value and creating the Limo Anywhere Quote Request on both branches. Source-specific logic rounds it out: GetHelp and ResDetails delay and look up promo fields before updating the sheet, AnswerFirst splits Discounted vs Not-Discounted contacts into parallel Capsule paths, ORES calculates drop-off time from trip duration, and the receptionist form tags the form completer for attribution.

Result:

All eight lead sources now land in Capsule CRM tagged, tasked, and summarized, with deduplicated Limo Anywhere accounts and reservation quote requests created automatically, removing manual double entry across two systems for every lead.