1.Catches referral payload event
Integrate Webhooks by Zapier and data mapping tools to receive the incoming referral payload and route extracted fields onward.
Update inbound lead records from referral webhook submissions
Automatically capture referral webhook submissions across Webhooks by Zapier, Formatter by Zapier, and Close. Validate extracted email and normalize phone—so you can update matched lead records, set the right lead status, and record intake details without manual data entry.
How this automation enriches your referral leads
When referral payloads arrive with messy contact fields, delays can stall follow-up and skew lead status. This automation catches webhook events, extracts validated email and phone, validates submissions, and updates Close leads and notes—so your team can act fast.
Webhooks by Zapieror swap with your favorite app
2.Extracts email from payload
Integrate Formatter by Zapier and validation tools to extract email-like values and output a validated email for matching.
Formatter by Zapieror swap with your favorite app
3.Extracts phone from payload
Integrate Formatter by Zapier and normalization rules to extract phone-like values and output a normalized phone number.
4.Validates submission email
Integrate Filter by Zapier and data validation tools to continue only when an extracted email is valid.
Filter by Zapieror swap with your favorite app
5.Finds lead by email
Integrate Close and lead matching tools to search leads by email and map source fields to lead records.
Closeor swap with your favorite app
6.Updates matched lead details
Integrate Close and CRM update tools to update contact phone and email, set lead status, and append intake notes.
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