1.Catches form submission hook
Integrate Webhooks by Zapier and form payload mapping tools to map name, email, and phone to lead fields.
Create lead and free-course opportunity from opt-in form
Automatically catch Hook form submissions across Webhooks by Zapier, Slack, Close, and Kit. Create and update when opt-ins submit, emails match an existing lead, or new submissions qualifyβso you can notify the team, create leads and opportunities, and enroll contacts in your nurture sequence without manual lead entry.
How this automation creates lead and free-course opportunities
When form submission is received, delays can cause missed outreach and messy pipelines. This automation maps the opt-in payload, notifies the team, and creates or updates leads and opportunities and enrolls contacts in your nurture sequenceβso you can respond at the right moment.
Webhooks by Zapieror swap with your favorite app
2.Sends team channel alert
Integrate Slack and messaging tools to post an alert with the name and email plus a link back to the form record.
Slackor swap with your favorite app
3.Finds matching lead
Integrate Close and CRM search tools to find a lead by incoming email and stop on exact match.
Closeor swap with your favorite app
4.Creates or updates lead
Integrate Close and CRM record tools to create a lead or opportunity, then attach the opportunity to the lead.
5.Adds campaign tag
Integrate Kit and marketing tagging tools to add the configured campaign tag to every opt-in.
Kitor swap with your favorite app
6.Adds contact to sequence
Integrate Kit and email sequence tools to enroll the opt-in email into the chosen nurture sequence.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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