How to set up Zapier + Gemini for lead routing (no-code)
Looking for a simple Zapier workflow using Gemini to classify leads and create CRM tasks without any custom code.
Best tools for this use case
Based on the workflow in this discussion, these tools are useful starting points to review.
Zapier
Best general-purpose automation layer for connecting tools and processes quickly.
Make
Powerful automation builder for advanced visual flow design and multi-step operations.
n8n
Technical automation platform with strong flexibility, control and AI workflow potential.
Answers
Approved replies, operator insight, and tactical follow-up from the community.
Zapier no-code setup (Gemini for classification):
- Trigger: New lead (Form/CRM).
- Action: Webhooks by Zapier — POST lead text to Gemini’s classify endpoint; request JSON labels: priority, intent, owner.
- Action: Formatter/Utilities → Parse JSON to extract labels.
- Action: Use Paths/Filters to route leads and Create Task in your CRM (HubSpot/Asana) with assignee and due date.
See Zapier vs Make: Compare Zapier and Make