1.Monitors closed won form submissions
Integrate Close and onboarding workflow signals to detect closed won submissions and start contact onboarding details capture.
Mark closed won leads and submit onboarding details
Automatically detect closed won form submitted across Close and HubSpot. Create and update contacts and submit onboarding details when coach email is extracted, owners are looked up, or closed won submissions are readyβso you can protect onboarding setup and reduce follow-up without manual onboarding setup.
How this automation starts onboarding faster
When closed won form submitted in Close, delays can stall onboarding. This automation extracts names and emails, looks up owners, and creates or updates contacts and onboarding formsβso your team can start onboarding immediately.
Closeor swap with your favorite app
2.Splits lead display name
Integrate Formatter by Zapier and form field mapping tools to split the lead display name into first and last name fields.
Formatter by Zapieror swap with your favorite app
3.Extracts coach email
Integrate Formatter by Zapier and text parsing tools to extract the coach email for owner lookup.
4.Finds owner by email
Integrate HubSpot and contact enrichment tools to look up the HubSpot owner by extracted coach email.
HubSpotor swap with your favorite app
5.Submits closed won onboarding
Integrate HubSpot and CRM form tools to create or update contact details and submit the closed won onboarding form.
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