1.Catches incoming purchase payload
Integrate Webhooks by Zapier and data extraction tools to capture the purchase payload and prepare values for lead matching.
Update CRM lead with workshop purchase details and activity
Automatically capture purchase payloads across Webhooks by Zapier and Close. Update CRM lead records and create purchase activities when purchase events arriveβso you can enrich segments, keep outreach relevant, and log activity without manual data entry.
How this automation logs purchase activity your team can use
When purchase details arrive in bursts, missing context can stall segmentation and outreach. This automation receives purchase payloads, finds and updates the lead in Close, and creates a purchase activity for faster follow-up.
Webhooks by Zapieror swap with your favorite app
2.Finds lead by email
Integrate Close and CRM lookups to find the matching lead by email and contact details to map the buyer context.
Closeor swap with your favorite app
3.Updates lead with purchase fields
Integrate Close and CRM updates to map address, country, and phone fields to the lead and refresh purchase-related data.
4.Creates purchase activity
Integrate Close and activity logging to create a custom purchase activity with mapped activity date, title, and amount.
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