1.Detect webinar form submission
Integrate Webflow and CRM forms to detect webinar registrations and trigger lead attribution from submissions.
Add webinar registrant to CRM and tag source
Automatically turn webinar form submissions into CRM leads across Webflow and Close. Create and update when form email matches or is newβso you can normalize phones, add webinar tags, and log registration notes without manual data entry.
How this automation turns webinar signals into CRM follow-up
When webinar registrants submit forms but leads are entered inconsistently, reps miss timely context and follow-up. This automation finds leads by email, normalizes phone data, creates or updates CRM records, and adds registration notesβso your team can follow up faster.
Webflowor swap with your favorite app
2.Find lead by email
Integrate Close and contact matching to find existing leads by email and submission ID for dedupe.
Closeor swap with your favorite app
3.Normalize phone to E.164
Integrate Formatter by Zapier and phone normalization tools to format phone values and keep contact entries consistent.
Formatter by Zapieror swap with your favorite app
4.Create lead when not found
Integrate Close and webinar tagging to create new leads with mapped fields and add the configured webinar tag.
5.Add note to lead
Integrate Close and sales notes to add a registration summary and submission metadata for rep follow-up.
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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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