1.Catches incoming form payload
Integrate Webhooks by Zapier and parsing tools to extract submission fields to trigger lead creation with attribution.
Create and notify new ad leads in CRM
Automatically catch paid-ad form submissions across Webhooks by Zapier, Close, and Slack. Create and update when form submitted, UTM attribution included, or submission timestamp recordedβso you can create lead records, update attribution, and notify reps without manual follow-up.
How this automation speeds up new lead follow-up
When paid-ad form submissions arrive without immediate routing, leads stall and attribution gets lost. This automation catches submissions, creates or finds lead records, updates enrichment fields, creates triage context, and notifies your sales channelβso your team responds faster.
Webhooks by Zapieror swap with your favorite app
2.Finds or creates lead
Integrate Close and CRM matching tools to find by email and create new leads when none exist.
Closeor swap with your favorite app
3.Updates lead and enriches
Integrate Close and enrichment tools to update attribution fields and lead stage from UTM values and timestamps.
4.Creates activity or opportunity
Integrate Close and task tools to create a linked activity with submission context for triage history.
5.Sends message to channel
Integrate Slack and messaging tools to post lead summary, attribution, and a lead link for quick follow-up.
Slackor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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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.
See how teams are automating with Zapier (and loving it!)
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Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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