1.Catches incoming payload and maps fields
Integrate Webhooks by Zapier and form processing tools to map submission fields to source fields for lead enrichment.
Update inbound lead records from incoming form payloads
Automatically monitor incoming form payloads across Webhooks by Zapier, Formatter by Zapier, Filter by Zapier, and Close. Update lead records when validated email and normalized phone arrive—so you can refresh contact fields, advance lead status, and capture submission context without manual data entry.
How this automation updates your lead records
When raw form payloads arrive without validation, reps lose time and outreach accuracy suffers. This automation catches payloads, extracts validated email and normalized phone, then updates matched leads with refreshed fields and status—so your team can act with immediate context.
Webhooks by Zapieror swap with your favorite app
2.Extracts and validates email
Integrate Formatter by Zapier and data normalization tools to extract a validated email address for lead matching.
Formatter by Zapieror swap with your favorite app
3.Extracts and normalizes phone
Integrate Formatter by Zapier and contact data tools to normalize the raw phone into a dialable phone value.
4.Skips invalid email payloads
Integrate Filter by Zapier and review workflows to continue only when extracted email contains a valid symbol and is not empty.
Filter by Zapieror swap with your favorite app
5.Finds and updates the matched lead
Integrate Close and CRM record updates to search by extracted email and refresh lead fields and status with a payload note.
Closeor swap with your favorite app
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Step 1
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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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