1.Catch incoming message payload
Integrate Webhooks by Zapier and webhook tools to receive payload data and map message body and timestamp to the workflow.
When an inbound webhook message arrives, scattered threads can confuse advisors and outreach continues at the wrong time. This automation monitors message payloads and then delays, formats, filters, and logs an email activity while pausing the active outreach sequenceβso your team can respond from one timeline.
Integrate Webhooks by Zapier and webhook tools to receive payload data and map message body and timestamp to the workflow.
Integrate Delay by Zapier and automation timers to wait 8 minutes before continuing processing to let chained systems settle.
Integrate Formatter by Zapier and data transformation tools to extract the sender email and format the timestamp to ISO.
Integrate Filter by Zapier and validation rules to continue only when an email is extracted and skip empty or duplicate senders.
Integrate Close and CRM timeline tools to find the lead by email, create an email activity, and pause the active subscription.
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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