1.Catches hook submission
Integrate Webhooks by Zapier and form intake tools to capture inbound submission data so leads can start the enrollment flow.
Add and enroll inbound form leads into SMS sequence
Automatically catch inbound webhook submissions across Webhooks by Zapier, Jotform, Close, and Email by Zapier. Subscribe new contacts to your configured SMS sequence, update lead ownership, and notify owners when enrollment is blocked—so you can enroll and track leads without manual follow-up.
How this automation enrolls inbound leads in SMS sequences
When inbound form leads arrive as webhook payloads, delays can break nurture timing and leave contacts un-enrolled. This automation catches submissions, creates form records, finds or updates leads, and enrolls contacts in an SMS sequence—so your team can nurture at the peak of intent.
Webhooks by Zapieror swap with your favorite app
2.Creates submission record
Integrate Jotform and form analytics tools to persist the inbound fields so submission data stays stored for follow-up.
Jotformor swap with your favorite app
3.Finds or creates lead
Integrate Close and CRM data tools to match by email or phone and create a new lead when no contact exists.
Closeor swap with your favorite app
4.Updates lead owner and status
Integrate Close and CRM field mapping tools to set the lead owner from the submission and update lead status when required.
5.Subscribes contact to SMS sequence
Integrate Close and customer messaging workflow tools to enroll the contact using your configured SMS sequence ID.
6.Sends exception notification email
Integrate Email by Zapier and templated notification tools to email an owner when enrollment is blocked with a CRM link.
Email by Zapieror swap with your favorite app
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Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM updates
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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.
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