How to add logic and filters to your Zaps to close deals

Matilda is a successful agency owner who faces challenges in routing leads to the correct salespeople due to manual effort. Zapier automation excels in this situation by adding logic to her workflows, allowing her to assign leads, filter out unqualified inquiries, and prevent duplicate records in her CRM. The built-in Zapier tools Filters, search steps, and Paths can help turn onerous, manual efforts into automated processes. Matilda uses these tools to create a workflow that filters out bad leads, searches for existing clients, updates records with relevant data, and routes leads to the correct salesperson or herself using Paths, ultimately saving time and helping her close deals swiftly.