1.Catches Hook and surfaces payloads
Integrate Webhooks by Zapier and form payload tools to receive inbound inquiry fields and capture raw submission data.
Create CRM lead, note, and assign follow-up task
Automatically catch hook submissions across Webhooks by Zapier and enrich them in Lead Score by Zapier and AI by Zapier. Create or update leads, add an intake note, assign same day follow up tasks, and subscribe contacts so sales can respond with context.
How this automation speeds up lead follow-up your sales
When inbound inquiry payloads arrive without context, leads stall and follow-up falls behind. This automation catches submissions, scores and creates leads, then creates notes, assigns tasks, and subscribes contactsβso your team can respond fast with consistent details.
Webhooks by Zapieror swap with your favorite app
2.Scores lead and fetches company info
Integrate Lead Score by Zapier and email lookup tools to find person and company information and return routing context.
Lead Score by Zapieror swap with your favorite app
3.Normalizes inquiry into a summary
Integrate AI by Zapier and text formatting tools to combine inquiry fields into a single completion summary.
AI by Zapieror swap with your favorite app
4.Finds or creates the lead record
Integrate Close and CRM lead matching tools to find leads by email or create new lead records with company fields.
Closeor swap with your favorite app
5.Creates note, task, and subscription
Integrate Close and task automation tools to create a note, assign a same day follow up task, and subscribe the contact.
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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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