1.Detect new inquiry created
Integrate HoneyBook and mapping fields to capture inquiry details and then trigger lead matching in Close.
Add website inquiries to CRM and assign tasks
Automatically route new inquiry created from HoneyBook across Close and Zapier Tables. Create and update records when an inquiry matches by email or phone, or create a leads table entry when no match is foundβso you can log notes, assign follow-up tasks, and flag items for review without manual data entry.
How this automation assigns follow-up work in your CRM
When new inquiries arrive, leads can stall because details stay stuck outside your CRM. This automation matches leads by email and phone, creates notes and tasks, and creates a leads table recordβso your team can follow up faster.
HoneyBookor swap with your favorite app
2.Find lead by email
Integrate Close and contact lookup to search by email and pass a matched lead to the next step.
Closeor swap with your favorite app
3.Find lead by phone
Integrate Close and contact lookup to search by phone when email misses and pass a matched lead forward.
4.Create note and follow-up task
Integrate Close and task management to create a note from inquiry details and assign a due date for follow-up.
5.Create record in leads table
Integrate Zapier Tables and data storage to create a new leads record for manual review when no match exists.
Zapier Tablesor 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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