1.Catches webhook signup
Integrate Webhooks by Zapier and webhook delivery to capture signup payloads and start lead intake processing.
Create and update time trial leads in CRM
Automatically catch webhook signups and find lead contacts across Webhooks by Zapier and Close. Create and update records when webhook signups arrive, email matches, or phone matchesβso you can update lead records, create opportunities, and log intake activities without manual data entry.
How this automation powers clean CRM lead intake
When webhook signups arrive, delays can stall sales outreach and force manual CRM entry. This automation catches webhook payloads, finds matching leads and creates or updates lead and opportunity records, and posts Slack alerts and intake activity logsβso your team can act the same day.
Webhooks by Zapieror swap with your favorite app
2.Finds existing lead record
Integrate Close and CRM lookup tools to search for a lead by mapping email and phone to lead fields.
Closeor swap with your favorite app
3.Creates or updates lead
Integrate Close and data mapping tools to create a new lead or update the matched lead with intake fields.
4.Creates or updates opportunity
Integrate Close and CRM records to create a linked opportunity or update value and period fields when applicable.
5.Logs intake activity
Integrate Close and activity logging to create a custom activity linked to the lead using submission ID and timestamp.
6.Sends channel lead alert
Integrate Slack and messaging tools to post a lead summary and record link so sales can act immediately.
Slackor swap with your favorite app
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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.
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