1.Catches ad opt-in payload
Integrate Webhooks by Zapier, form submission tooling, and payload mapping to extract submission fields to centralize lead intake data.
Create enriched lead and alert on ad opt-ins
Automatically catch ad opt-in webhook submissions across Webhooks by Zapier. Automatically enrich lead records and alert your team when new opt-ins come in—so you can route follow-up without manual reporting or dedupe work.
How this automation enriches your lead intake
When ad opt-ins arrive, delayed enrichment can slow follow-up and create duplicate lead records. This automation catches opt-in payloads, waits to batch duplicates, enriches or updates leads, and posts Slack alerts—so your team can respond fast.
Webhooks by Zapieror swap with your favorite app
2.Delays for 2 minutes
Integrate Delay by Zapier and batching logic to pause processing for 2 minutes to reduce duplicate lead writes.
Delay by Zapieror swap with your favorite app
3.Finds lead by email or phone
Integrate Close, contact search, and CRM lookups to search for an existing lead and map match context for enrichment.
Closeor swap with your favorite app
4.Creates or updates enriched lead
Integrate Close and CRM field mapping to create or update lead and contact details, notes, and custom metadata.
5.Sends private channel alert
Integrate Slack and team messaging to post an opt-in summary with contact details and a CRM link placeholder for follow-up.
Slackor swap with your favorite app
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Step 1
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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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