1.Receives incoming connection payload
Integrate Webhooks by Zapier and payload mapping tools to receive the connection payload and map fields to a source object.
Create or update CRM lead from new connection webhook
Automatically monitor new webhook payloads across Webhooks by Zapier, Formatter by Zapier, and Filter by Zapier—then create or update leads. Create and update when connection payloads arrive, emails validate, or phone details appear—so you can normalize emails, enrich phone fields, and update CRM leads without manual data entry.
How this automation upserts your lead records
When new webhook payloads arrive, missing or messy fields slow down follow-up. This automation validates contact details and upserts lead records and source metadata—so your team can act on fresh connections fast.
Webhooks by Zapieror swap with your favorite app
2.Extracts email from payload
Integrate Formatter by Zapier and normalization tools to extract email and output a normalized email address.
Formatter by Zapieror swap with your favorite app
3.Stops when email is missing
Integrate Filter by Zapier and validation rules to continue only if an extracted email is present.
Filter by Zapieror swap with your favorite app
4.Extracts phone number from payload
Integrate Formatter by Zapier and phone extraction tools to extract a phone number when available.
5.Upserts lead by email or name
Integrate Close and CRM lead databases to find the lead by extracted email or fallback and create or update the record.
Closeor swap with your favorite app
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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
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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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