1.Catches assessment form payload
Integrate Webhooks by Zapier and form payload tools to extract submission fields to route qualified leads.
Create qualified lead from funding assessment form
Automatically catch assessment form submissions across Webhooks by Zapier and Close. Create and update CRM leads when capital requests are qualifying, eligibility criteria are met, or submission payloads include required details β so you can create records, enrich lead fields, and set the new lead stage without manual triage.
How this automation qualifies your funding leads
When low value funding submissions come in, manual review slows routing and delays advisor follow up. This automation catches assessment payloads, filters for eligibility, and creates or updates CRM leadsβso your team can prioritize qualified prospects fast.
Webhooks by Zapieror swap with your favorite app
2.Filters for qualifying requests
Integrate Filter by Zapier and workflow rules to check eligibility and stop non qualifying submissions to protect lead quality.
Filter by Zapieror swap with your favorite app
3.Finds or creates CRM leads
Integrate Close and CRM lead matching to find existing leads and create new ones when none match to build your pipeline.
Closeor swap with your favorite app
4.Updates lead custom fields
Integrate Close and CRM enrichment tools to update custom fields and set the new lead stage to keep context current.
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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