1.Catches incoming contact payload
Integrate Webhooks by Zapier and inbound webhook endpoints to catch contact payloads and route them into your workflow.
Create and update CRM lead from incoming contact
Automatically catch incoming contact payloads across Webhooks by Zapier, Formatter by Zapier, and Close. Create and update CRM leads when contact payloads arrive, email matches fail, or submissions include new fieldsβso you can normalize data, update lead records, and set follow-up stages without manual data entry.
How this automation creates sales-ready CRM leads
When incoming contact payloads arrive, delays can stall follow-up and waste sales momentum. This automation catches the hook, normalizes lead details, and then finds or creates and updates CRM leadsβso your team can act immediately.
Webhooks by Zapieror swap with your favorite app
2.Normalizes phone and name
Integrate Formatter by Zapier and data formatting tools to standardize phone numbers and normalize name casing.
Formatter by Zapieror swap with your favorite app
3.Finds or creates lead by email
Integrate Close and CRM matching tools to match leads by source email or create new leads on no match.
Closeor swap with your favorite app
4.Updates lead record and stage
Integrate Close and CRM field mapping to update contact custom fields and set follow up stage status.
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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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