1.Captures intake webhook payload
Integrate Webhooks by Zapier and intake form systems to parse the payload and capture submission fields to working variables.
Create intake notes and enrich lead records from webhook
Automatically capture intake webhook payloads across Webhooks by Zapier and Close for lead enrichment. Create and update when intake payload arrives, webhook fires, or submissions include new answers—so you can find leads, create intake notes, and update custom fields without manual data entry.
How this automation creates lead-ready context from intake
When an intake webhook fires, reps lack context and manual follow-up slows down lead response. This automation captures payloads, finds leads, and creates notes and updates custom fields—so your team can act on complete qualification data quickly.
Webhooks by Zapieror swap with your favorite app
2.Finds matching lead
Integrate Close and CRM lead databases to search by phone and name and map results to lead identifiers.
Closeor swap with your favorite app
3.Routes by ownership status
Integrate Filter by Zapier and rules engines to continue only qualifying records and route ownership vs non-ownership notes.
Filter by Zapieror swap with your favorite app
4.Creates intake note
Integrate Close and knowledge base tools to create a formatted note body and attach it to the matched lead.
5.Updates lead custom fields
Integrate Close and CRM enrichment tools to update qualification custom fields from the intake submission data.
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Strengthen lead quality with automated profile updates, field completion, and qualification routing
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