1.Catches inbound call payloads
Integrate Webhooks by Zapier and mapping tools to receive inbound call payloads and extract call reference, caller phone, and contact name.
Create lead and call log from inbound call
Automatically monitor inbound call payloads across Webhooks by Zapier and Close. Create and update when call payloads arrive, caller phone submits, or call references changeβso you can log inbound calls, link leads to calls, and attach call objects without manual data entry.
How this automation logs inbound calls to your CRM
When inbound call details arrive but get handled manually, leads and call context slip through. This automation catches call payloads, finds or creates leads in Close, logs inbound calls, and attaches call objectsβso your team can follow up with full context.
Webhooks by Zapieror swap with your favorite app
2.Finds lead by caller phone
Integrate Close and CRM search tools to search by phone and return matching lead id and primary contact id.
Closeor swap with your favorite app
3.Routes when lead is found
Integrate Filter by Zapier and decision logic tools to continue only when Close returns a lead id.
Filter by Zapieror swap with your favorite app
4.Creates inbound call for existing lead
Integrate Close and call logging tools to create an inbound call linked to the found lead and primary contact.
5.Creates custom call object for lead
Integrate Close and structured data tools to create a custom call object tied to the lead with call reference and call record id.
6.Creates new lead for no match
Integrate Close and lead capture tools to create a new lead when no matching lead id is found.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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