1.Catches incoming submission payload
Integrate Webhooks by Zapier and webhook endpoints to capture payload fields and route them into lead extraction.
Add web-submitted prospects to your CRM and assign owner
Automatically catch new website submission payloads and source fields across Webhooks by Zapier, Formatter by Zapier, Filter by Zapier, and Close. Create and update CRM leads when submission payload arrives, source fields include email-like value, or phone-like details showβso you can extract contacts, validate inputs, and assign owners without manual data entry.
How this automation speeds up lead intake in your CRM
When web submissions arrive but lead data stays scattered, advisors lose time to repetitive CRM entry. This automation captures submission payloads, extracts email and phone, validates inputs, and creates or updates leads and owner assignmentsβso you can respond fast.
Webhooks by Zapieror swap with your favorite app
2.Extracts email from payload
Integrate Formatter by Zapier and email parsing to extract a valid email and map it to the source email field.
Formatter by Zapieror swap with your favorite app
3.Blocks invalid email submissions
Integrate Filter by Zapier and validation rules to continue only when the extracted email contains an @ symbol.
Filter by Zapieror swap with your favorite app
4.Extracts and normalizes phone
Integrate Formatter by Zapier and phone parsing to extract and normalize a phone number from the payload.
5.Creates or updates CRM lead
Integrate Close and CRM lead matching to find by email, create or update the lead, and assign the configured owner.
Closeor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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