1.Catch checkout payload
Integrate Webhooks by Zapier and API event handling to receive the checkout payload and expose buyer and order fields for logging.
Create purchase activity and update lead contact record
Automatically monitor checkout payloads across Webhooks by Zapier and Close. Create purchase context in your CRM when checkout payload arrives, order reference updates, or buyer billing address is receivedβso you can update contact fields, create linked purchase activities, and enrich lead timelines without manual data entry.
How this automation creates purchase context for lead timelines
When checkout data arrives without consistent CRM logging, sales teams miss purchase context and follow-up timing. This automation catches the payload, finds the lead, and updates the contact plus creates a linked custom purchase activityβso your team can act with complete history.
Webhooks by Zapieror swap with your favorite app
2.Find lead by email
Integrate Close and lead lookup tools to search for the matching lead using email and phone fallback for accuracy.
Closeor swap with your favorite app
3.Update contact fields
Integrate Close and contact enrichment tools to map buyer details into the contact record and replace or append channels.
4.Create custom purchase activity
Integrate Close and activity logging tools to create a purchase activity with order reference, amount, date, and a link to the lead.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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