1.Detect new lead form submission
Integrate Onepage and data capture tools to capture submission ID and form fields to process a CRM lead entry.
Create CRM lead or note from landing page signup
Automatically capture new lead submissions from Onepage forms across Close. Create and update when new submission arrives, email matches an existing lead, or no lead is foundβso you can create leads, attach notes, and enrich fields without manual data entry.
How this automation adds CRM lead context fast
When Onepage form submissions arrive, reps can waste time entering details and missing context. This automation captures the submission, finds or creates the right Close lead, and adds a structured noteβso your team can follow up immediately.
Onepageor swap with your favorite app
2.Find lead by email
Integrate Close and contact lookup tools to search for an existing lead using the submitted email or submission ID.
Closeor swap with your favorite app
3.Create a new lead
Integrate Close and CRM field mapping tools to create a lead with mapped answers and set the initial lead status.
4.Attach a note to lead
Integrate Close and note recording tools to create a note with transcript details and the submission reference.
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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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