1.Catch hook and parse lead payloads
Integrate Webhooks by Zapier and data parsing tools to extract company details, timestamps, and contact points for contact management.
Create or update sales contact and follow-up task
Automatically monitor lead webhook payloads across Webhooks by Zapier and Close. Create and update contact records and schedule follow-ups when lead payload received, company match found, or follow-up date setβso you can keep CRM current, assign tasks, and avoid manual follow-up setup.
How this automation protects sales follow-up coverage
When lead webhook payloads arrive without routing, follow-ups get delayed and CRM records stay incomplete. This automation parses lead submissions and updates or creates contacts and tasksβso your team can follow up at the right time.
Webhooks by Zapieror swap with your favorite app
2.Adds follow-up window to due date
Integrate Formatter by Zapier and date tools to calculate the task due date from the incoming timestamp for scheduling.
Formatter by Zapieror swap with your favorite app
3.Find lead by company name and URL
Integrate Close and CRM lookup tools to search for matching leads by company details and branch the workflow.
Closeor swap with your favorite app
4.Update contact or create new contact
Integrate Close and CRM field mapping tools to update matching contacts or create new contacts from the payload.
5.Create follow-up task for owner
Integrate Close and task scheduling tools to create an assigned follow-up task using the formatted due date.
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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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