1.Catch Hook and parse payload
Integrate Webhooks by Zapier and form payload parsing to extract submission fields to map into CRM contact data.
Create inbound ad leads in CRM with tasks
Automatically catch ad form submissions and extract lead data across Webhooks by Zapier and CRM tools. Create and update contacts, find or create leads, and add tasks when webhook payloads arrive, campaign context is sent, or submissions completeβso you can respond fast, log notes, and keep follow-up on track without manual lead intake.
How this automation creates inbound leads in minutes
When ad form submissions arrive through webhooks, delayed follow-up can stall conversions. This automation extracts payload data, upserts contacts, finds or creates leads, and creates notes and tasksβso your team can act on intent quickly.
Webhooks by Zapieror swap with your favorite app
2.Add or update contact
Integrate LeadConnector and contact matching tools to upsert CRM contacts to update or create records by email.
LeadConnectoror swap with your favorite app
3.Find or create lead
Integrate Close and lead lookup workflows to search by email and map campaign fields to create or update lead records.
Closeor swap with your favorite app
4.Create lead note
Integrate Close and note writing tools to add a chronological note with campaign responses and form answers to give reps context.
5.Create follow-up task
Integrate Close and task routing tools to create a due now task assigned to a sales owner to track follow-up.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
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.
See how teams are automating with Zapier (and loving it!)
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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