1.Catch incoming chat webhook
Integrate Webhooks by Zapier, payload mapping, and activity capture to convert phone numbers and chat IDs into CRM task inputs.
Create reply task for incoming prospect chat messages
Automatically catch incoming chat webhooks across Webhooks by Zapier and Close. Create and update reply tasks when chat webhook arrives, sender phone matches a lead, or a chat identifier is referencedβor alert the team so you can create tasks, link them to leads, and reduce manual task creation.
How this automation creates reply task coverage
When chat webhooks come in without a task trail, replies can get delayed and owners can miss follow-up. This automation catches chat payloads, finds lead ownership, and searches or creates reply tasks and alerts in Slackβso your team can log activity fast.
Webhooks by Zapieror swap with your favorite app
2.Find lead by phone number
Integrate Close and lead lookup to find the matching lead using the mapped sender phone.
Closeor swap with your favorite app
3.Get lead owner for assignment
Integrate Close and user lookup to identify the assigned rep for the found lead record.
4.Search or create open reply task
Integrate Close and task search to locate existing open reply tasks or create a new reply task linked to the lead.
5.Alert channel when owner missing
Integrate Slack and team notifications to post an alert with sender phone and chat reference when no owner exists.
Slackor swap with your favorite app
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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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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
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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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