1.Captures opt-in submissions
Integrate Webflow and form mapping tools to detect new submissions and map fields to create lead records.
When case study opt-ins land in a form but ownership and enrollment stay unhandled, leads stall and opportunities slip. This automation captures submissions, assigns owners, and updates leads and sequences—so your team can nurture faster and with less manual work.
Integrate Webflow and form mapping tools to detect new submissions and map fields to create lead records.
Integrate Storage by Zapier and workflow storage to read the round-robin key to resolve an owner reference.
Integrate Zapier Tables and routing data to resolve the owner reference and map it to the assigned owner field.
Integrate Close and CRM record tools to search by email and create or update the lead record.
Integrate Close and contact lifecycle tools to add the opt-in activity and enroll the contact in the sequence.
Integrate Slack and team messaging tools to post a summary for the sales channel and share the assigned owner.
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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