1.Catch Hook captures inquiry payload
Integrate Webhooks by Zapier and web form handling to capture the incoming payload for lead mapping and updates.
When new web inquiry payloads arrive, delayed follow-up can reduce enrollment conversions. This automation captures payload data and finds, updates, and creates Close leadsβso your team can respond faster with complete lead context.
Integrate Webhooks by Zapier and web form handling to capture the incoming payload for lead mapping and updates.
Integrate Close and CRM search tools to find the matching lead using email first, then name and phone.
Integrate Close and lead field mapping tools to update custom fields for program intent, source, grad year, location, and lead stage.
Integrate Close and CRM record creation to create a new lead with contact info, metadata, and the configured lead stage.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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