1.Catches incoming outreach payloads
Integrate Webhooks by Zapier and webhook mapping to capture outreach payload fields and transform them into CRM-ready activity data.
Create social outreach activity and update contact record
Automatically capture inbound social outreach payloads across Webhooks by Zapier and Close. Create and update when outreach flags trigger, contact matches by email, or outreach activity is loggedβso you can update records, preserve history, and route follow-up without manual reporting.
How this automation creates outreach history in your CRM
When social outreach payloads arrive, manual entry can delay follow-up and obscure who initiated contact. This automation captures webhook outreach, finds or updates the contact, and creates CRM activity recordsβso your team can act on history immediately.
Webhooks by Zapieror swap with your favorite app
2.Finds matching contact by email or name
Integrate Close and contact matching tools to find the right contact by email first or name when email is missing.
Closeor swap with your favorite app
3.Updates contact with outreach flag
Integrate Close and CRM field mapping to update contact fields and set the outreach flag to True.
4.Creates custom activity on the lead
Integrate Close and CRM activity logging to create a custom activity with type, timestamp, source, and owner details.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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