1.Catches incoming submission payloads
Integrate Webhooks by Zapier to receive submission payloads and map fields to lead data for updating CRM records.
Add or update inbound leads in CRM records
Automatically catch incoming submission payloads across Webhooks by Zapier and Close. Create and update when a valid email is detectedβso you can validate contact details, create or update lead records, and set the right prospect stage without manual CRM data entry.
How this automation creates lead records faster
When a submission payload arrives, manual follow-up can stall outreach and waste sales time. This automation catches payloads, extracts and filters valid emails, and updates lead records in Closeβso you can respond with complete CRM data.
Webhooks by Zapieror swap with your favorite app
2.Extracts and normalizes contact info
Integrate Formatter by Zapier and validation tools to extract a clean email and normalized phone to standardize contact fields.
Formatter by Zapieror swap with your favorite app
3.Continues only when email is valid
Integrate Filter by Zapier and data quality rules to stop processing until a valid email is present for the lead.
Filter by Zapieror swap with your favorite app
4.Finds or creates lead and updates record
Integrate Close and CRM operations to find by email and create or update leads to set prospect stage and notes.
Closeor swap with your favorite app
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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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