1.Catches incoming submission
Integrate Webhooks by Zapier and web submission handling to parse incoming fields for lead creation.
Add and update inbound leads in your CRM
Automatically catch incoming submissions across Webhooks by Zapier and Close. Create and update leads when canonical email is present or missingβso you can update contact details, assign stages, and keep your CRM current without manual data entry.
How this automation updates your inbound leads
When incoming submissions arrive without consistent fields, incomplete leads slow outreach and damage pipeline accuracy. This automation extracts email and phone, filters incomplete entries, then finds leads by email or name and creates or updates records in Closeβso your team can contact prospects faster.
Webhooks by Zapieror swap with your favorite app
2.Extracts email for lookups
Integrate Formatter by Zapier and data transformation to map source email to a canonical variable for lead lookups.
Formatter by Zapieror swap with your favorite app
3.Extracts and normalizes phone
Integrate Formatter by Zapier and phone normalization to map source phone into a normalized phone value.
4.Stops when canonical email is missing
Integrate Filter by Zapier and validation rules to continue only when canonical email is present.
Filter by Zapieror swap with your favorite app
5.Finds, updates, or creates lead
Integrate Close and CRM record management to update by email or name, or create a new lead with mapped fields.
Closeor swap with your favorite app
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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