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Create and enrich CRM lead from incoming webhook

Automatically monitor queued inbound messaging payloads across Webhooks by Zapier and Close. Create and update when queued payloads arrive, lead match is missing, or agent mapping is availableβ€”so you can create enriched lead records, assign owners, and log outreach activity without manual lead entry.

How this automation enriches your CRM leads

When queued inbound payloads arrive, leads can stall because ownership and contact details are missing. This automation creates and updates enriched lead records, assigns owners from Google Sheets, and records a tied activity noteβ€”so your team can follow up fast.

  1. 1.Catches queued inbound payloads

    Integrate Webhooks by Zapier, and inbound payload handlers to watch queued message payloads arrive for processing.

    Webhooks by Zapieror swap with your favorite app
  2. 2.Filters qualifying queued records

    Integrate Filter by Zapier and automation rules to allow only queued flagged records to continue through the Zap.

    Filter by Zapieror swap with your favorite app
  3. 3.Creates enriched lead and returns ID

    Integrate Sub-Zap by Zapier and lead-creation workflows to map source fields to a new lead and return the lead ID.

    Sub-Zap by Zapieror swap with your favorite app
  4. 4.Looks up owner routing from agent key

    Integrate Google Sheets and routing tables to look up agent mapping and assign the owner and routing info.

    Google Sheetsor swap with your favorite app
  5. 5.Updates the lead record in Close

    Integrate Close and CRM record updates to find the lead by returned ID and update status, owner, and source tags.

    Closeor swap with your favorite app
  6. 6.Creates activity note tied to lead

    Integrate Close and activity tracking to create a custom activity and note using payload summary, timestamps, and reply link.

    Closeor swap with your favorite app

Automate your work, your way

Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.

Trusted by 3.4 million companies

Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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Set up in minutes

Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.

  1. Step 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Step 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. Step 3

    Automate and measure

    Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.

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Smart Charge America

Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.

David Laderberg, VP of Sales

Remote

Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β€” I think we would have died or fallen back into oblivion.

Marcelo Lebre, Co-Founder

SweepBright

Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.

Raphael Bochner, Founder and CIO

Digioh

Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.

Rishi Shah, CEO and Co-Founder

Otter.ai

We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.

Allen Lai, Head of Customer Experience

Superhuman

We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.

Jacob Sirrs, Marketing Operations Specialist

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