1.Catches incoming webhook payloads
Integrate Webhooks by Zapier and lead intake tools to capture the submission payload and map fields to lead inputs.
Create lead from incoming webhook and assign prospect
Automatically create and enrich CRM leads from incoming webhook submissions across Webhooks by Zapier, Formatter by Zapier, Filter by Zapier, and Close. Create and update when webhook payloads arrive, extracted emails validate or lead matches failβso you can capture leads, set prospect stages, and update contact details without manual lead entry.
How this automation assigns prospects fast
When incoming submissions arrive in a webhook, delays can cause missed outreach windows and messy CRM duplicates. This automation captures webhook data, extracts email and phone, filters valid records, and creates or updates Close leadsβso your team can follow up immediately.
Webhooks by Zapieror swap with your favorite app
2.Extracts email and phone
Integrate Formatter by Zapier and parsing tools to extract a clean email and normalize the phone number from the payload.
Formatter by Zapieror swap with your favorite app
3.Filters to valid emails
Integrate Filter by Zapier and validation tools to continue only when the extracted email is present and valid.
Filter by Zapieror swap with your favorite app
4.Finds matching lead
Integrate Close and CRM lookup tools to search by email and name and determine whether a lead already exists.
Closeor swap with your favorite app
5.Creates or updates lead
Integrate Close and CRM record tools to create or update the lead and set the configured prospect stage.
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Step 1
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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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