1.Catches lead webhook
Integrate Webhooks by Zapier and incoming webhook handling to capture lead data from your hook for routing.
Create and distribute new leads to sales reps
Automatically catch incoming lead webhooks across Close, Zapier Tables, Google Sheets, and Superchat. Create and update records when lead details arrive β so you can identify leads, update partner counts, and send welcome messages without manual lead routing.
How this automation accelerates lead routing your team
When new lead webhooks arrive, delays can break distribution timelines. This automation catches webhook lead data, creates or updates CRM leads, updates partner tracking and worksheet rows, and sends confirmation messages β so your team can route faster.
Webhooks by Zapieror swap with your favorite app
2.Finds lead by email
Integrate Close and CRM search tools to find an existing lead by source email and pass match status onward.
Closeor swap with your favorite app
3.Upserts lead and task
Integrate Close and task workflows to create or update the lead stage, add a note, and schedule a follow-up task.
4.Updates partner tracking
Integrate Zapier Tables and reporting fields to find partner records and adjust assigned and missing lead counts.
Zapier Tablesor swap with your favorite app
5.Updates worksheet distribution
Integrate Google Sheets and row lookup tools to mark distribution status and assign the partner on the matching row.
Google Sheetsor swap with your favorite app
6.Sends confirmation message
Integrate Superchat and contact management to find or create contacts and send a confirmation template message.
Superchator swap with your favorite app
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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