1.Catch lead submission
Integrate Webhooks by Zapier and enrichment data mapping to receive the incoming lead submission and prepare variables for processing.
Add credit assessment and data notes to lead record
Automatically receive lead submissions across Webhooks by Zapier and Close. Get structured credit enrichment and add it to Close when lead submissions are received, qualifying contact fields are present, or consent indicators are included—so you can protect qualification workflows, enrich lead records, and brief reps without manual qualification.
How this automation protects lead qualification context
When incoming lead submissions arrive without credit context, qualification decisions can stall. This automation catches lead payloads, filters required contacts, enriches credit data, and creates structured notes in Close—so your team can respond faster.
Webhooks by Zapieror swap with your favorite app
2.Check required contact fields
Integrate Filter by Zapier and data validation tools to continue only for qualifying submissions with required contact fields.
Filter by Zapieror swap with your favorite app
3.Normalize fields for enrichment
Integrate Formatter by Zapier and data normalization tools to normalize identity details and prepare enrichment request payloads.
Formatter by Zapieror swap with your favorite app
4.Call credit enrichment endpoint
Integrate Webhooks by Zapier and external credit APIs to send prepared fields and capture structured enrichment results.
5.Create note on existing lead
Integrate Close and CRM notes tools to map the lead identifier and append a structured enrichment note or error summary.
Closeor swap with your favorite app
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Strengthen lead quality with automated profile updates, field completion, and qualification routing
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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