1.Catches inbound submission payload
Integrate Webhooks by Zapier and data mapping tools to receive the payload and map submission fields to contact fields.
Create and update CRM leads from web submissions
Automatically catch inbound web submission payloads across Webhooks by Zapier, Formatter by Zapier, Filter by Zapier, and Close. Create and update CRM leads when new web inquiry submission, form payload received, or inbound lead submissionβso you can validate emails, normalize phone numbers, and update lead records without manual lead entry.
How this automation protects CRM lead quality
When web submissions arrive with messy fields, low value records and bad contact data can clog your pipeline. This automation catches inquiry payloads, extracts and validates email and phone, and then finds, updates, or creates leads in Closeβso your team can act fast on clean inputs.
Webhooks by Zapieror swap with your favorite app
2.Extracts valid email address
Integrate Formatter by Zapier and email validation tools to extract a valid email from the raw submission and map it to contact email.
Formatter by Zapieror swap with your favorite app
3.Normalizes submitted phone number
Integrate Formatter by Zapier and phone normalization tools to normalize the phone number and map it to contact phone.
4.Skips submissions without valid email
Integrate Filter by Zapier and lead quality rules to continue only when the extracted email is valid.
Filter by Zapieror swap with your favorite app
5.Finds and updates or creates lead
Integrate Close and CRM record matching to find lead by email, update fields, or create a new lead with initial status.
Closeor 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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