1.Catch new registration folder
Integrate Webhooks by Zapier and webhook relays to capture submission fields and attendee phone number from the payload to trigger lead matching.
Create CRM dossier activity and update lead record
Automatically link registrants to CRM leads across Webhooks by Zapier, Code by Zapier, and Close. Create and update when new registration folder arrives or attendee phone matches or registration submission fields arriveβso you can match leads, create dossier activities, and update intake status without manual dossier updates.
How this automation updates lead timelines
When new registrations come in but dossier details stay scattered, activity timelines and follow-ups fall out of sync. This automation catches registration data, calculates a due date, finds or creates a lead, and logs and updates the dossier activity in Closeβso your team can act fast.
Webhooks by Zapieror swap with your favorite app
2.Calculates business-day due date
Integrate Code by Zapier and business-day calculation tools to compute the plus 11 working-days date in ISO format to generate an activity due date.
Code by Zapieror swap with your favorite app
3.Find matching lead
Integrate Close and crm search to match phone number and map submission fields into search criteria to select the right lead.
Closeor swap with your favorite app
4.Creates custom activity
Integrate Close and activity logging tools to create a custom activity, attach it to the lead, and set the due date to capture dossier details.
5.Updates lead custom field
Integrate Close and crm timeline updates to record the registration external identifier in a custom field to show intake status.
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