1.Catches application payload and fields
Integrate Webhooks by Zapier and form submission payload tools to capture submission data and map key lead fields.
Create and enrich lead from application submission in CRM
Automatically ingest application submissions across Webhooks by Zapier and Close. Create and update CRM leads when submission payload arrives, when UTMs are included, or when revenue details are missingβso you can enrich records, log application activity, and alert your team without manual data entry.
How this automation enriches your new CRM leads
When application submissions arrive without standardized enrichment, leads can be incomplete and follow-up can lag. This automation maps payload fields, enriches revenue brackets, upserts CRM leads, logs application activity, and notifies your teamβso you can respond fast.
Webhooks by Zapieror swap with your favorite app
2.Maps revenue to a bracket
Integrate Formatter by Zapier and data mapping tools to standardize revenue inputs into a consistent revenue bracket.
Formatter by Zapieror swap with your favorite app
3.Finds or creates lead
Integrate Close and CRM tools to match by email or company and create or update the lead.
Closeor swap with your favorite app
4.Logs application activity and updates contact
Integrate Close and CRM note tools to create an application activity and update the contact title when provided.
5.Sends submission summary to team channel
Integrate Slack and team messaging to post the submission summary so ops and reps see it immediately.
Slackor swap with your favorite app
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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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