1.Catches lender registration payload
Integrate Webhooks by Zapier and form webhook handling to catch registration payloads and map registration details to lead fields.
Create lead and task from lender registration for reps
Automatically capture lender registration webhooks across Webhooks by Zapier and lead and task workflows in Close. Create and update when qualifying registrations arriveβso you can create lead records, update lead sources, and assign demo follow-up tasks without manual CRM entry.
How this automation accelerates your demo follow-up
When lender registrations arrive, delays can stall outreach and create extra manual data entry. This automation captures webhook payloads and filters qualifying signups, then finds or creates leads and creates demo confirmation tasksβso your team can follow up fast.
Webhooks by Zapieror swap with your favorite app
2.Filters qualifying lender registrations
Integrate Filter by Zapier and validation rules to continue only for qualifying registrations and avoid duplicate signups.
Filter by Zapieror swap with your favorite app
3.Formats registration timestamp
Integrate Formatter by Zapier and date formatting to convert the registration timestamp into a readable registration date string.
Formatter by Zapieror swap with your favorite app
4.Finds or creates CRM lead
Integrate Close and CRM lead search to find by email or create a lead with mapped source and custom fields.
Closeor swap with your favorite app
5.Creates demo follow-up task
Integrate Close and task scheduling to create a Confirm or Schedule Demo task, assign it to the matched rep, and set the due date.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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