1.Catches intake webhook hook
Integrate Webhooks by Zapier and webhook intake tools to catch incoming intake data and start the enrichment run.
Update client records with CRM lead details in workspace
Automatically catch incoming intake webhooks across Webhooks by Zapier, Close, and Notion. Create and update records when qualifying intake arrives, lead name matches, or lookup failsβso you can update contact fields, normalize name data, and alert on errors without manual CRM updates.
How this automation protects your client records
When catch hook intake webhooks arrive, delays can leave client data incomplete and out of sync. This automation filters qualifying records, enriches them with matched lead details, and updates Notion and alerts on lookup failuresβso your team can act without manual CRM updates.
Webhooks by Zapieror swap with your favorite app
2.Continues only qualifying records
Integrate Filter by Zapier to continue only for configured qualifying intake types and prevent bad updates.
Filter by Zapieror swap with your favorite app
3.Finds matching lead by name
Integrate Close to find the lead by mapped name and return lead id and lead URL details.
Closeor swap with your favorite app
4.Normalizes name fields for lookup
Integrate Formatter by Zapier to normalize name fields and map webhook name into refined search inputs.
Formatter by Zapieror swap with your favorite app
5.Updates the client record
Integrate Notion to update database fields with returned lead id, phone, email, reference link, and status.
Notionor swap with your favorite app
6.Sends error on lookup failure
Integrate WhatsApp Notifications to send a short error message with a run link when the search fails or is ambiguous.
WhatsApp Notificationsor swap with your favorite app
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Step 1
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