1.Catch contact submitted form
Integrate ClickFunnels and landing page tools to catch each form submission and pass the payload for enrichment.
Update leads from landing page signups with source tag
Automatically catch landing-page contact submitted form submissions and enrich them across ClickFunnels and Close. Update source fields in Close when submissions arrive, contacts populate, or signups hit—so you can match leads, enrich context, and save field changes without manual lead enrichment.
How this automation enriches lead context fast
When contact form submissions land, leads can reach sales without clear source context. This automation finds matching leads and updates source and campaign fields—so your team can make outreach decisions with accurate attribution.
ClickFunnelsor swap with your favorite app
2.Find lead by email or phone
Integrate Close and CRM matching tools to map submission email and phone, then return the lead id when found.
Closeor swap with your favorite app
3.Update lead record with source tag
Integrate Close and campaign tagging tools to update source and campaign fields from the submission into the lead record.
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Strengthen lead quality with automated profile updates, field completion, and qualification routing
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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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