1.Catches inbound lead webhook
Integrate Webhooks by Zapier and request parsing tools to extract core submission fields and trigger the lead build process.
When lead webhook payloads arrive, delays can stall outreach and cause duplicate CRM records. This automation extracts submission fields, normalizes phone values, searches Close for matches, and creates or updates deduplicated leadsβso your team can reach out faster.
Integrate Webhooks by Zapier and request parsing tools to extract core submission fields and trigger the lead build process.
Integrate Formatter by Zapier and phone validation tools to normalize the incoming phone field and output a canonical value.
Integrate Close and CRM lookup tools to search for an existing lead using the canonical phone value.
Integrate Close and CRM record tools to create a new lead, set the stage, and tag the incoming source.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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