1.Catches incoming event and parses fields
Integrate Webhooks by Zapier and webhook mapping tools to parse the incoming event and map it to lead properties.
When incoming event payloads arrive from your webhooks, leads can stall and qualification gets inconsistent. This automation parses payloads and normalizes fields, routes records by qualifier, and creates and assigns lead records in Closeβso your team can act quickly.
Integrate Webhooks by Zapier and webhook mapping tools to parse the incoming event and map it to lead properties.
Integrate Formatter by Zapier and data normalization tools to format phone numbers, trim names, and extract a qualifier token.
Integrate Filter by Zapier and Paths by Zapier to branch qualifying records on Path A and send others down the fallback path.
Integrate Close and CRM record workflows to create lead records, set the initial status, and assign primary or fallback owners.
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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David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.