1.Find contact by email
Integrate Close, CRM dedupe, and data mapping to find an existing contact by email and trigger matching logic.
Create or update CRM lead from new contact
Automatically detect new contact events in HubSpot across CRM management workflows. Create and update when new contacts arrive, contact email appears, or duplicates are detectedβso you can update records, assign reps, and create leads without manual data entry.
How this automation protects lead coverage in your CRM
When new contacts appear with incomplete matches, leads can be missed or assigned incorrectly. This automation matches by email, updates contacts, computes the next rep from a stored index, and creates or updates leadsβso your team preserves accurate CRM coverage.
Closeor swap with your favorite app
2.Update matched contact
Integrate Close, CRM field mapping, and validation to update contact name, email, and phone when a match is found.
3.Get round robin index value
Integrate Storage by Zapier and assignment routing to retrieve the configured round robin index key for lead ownership.
Storage by Zapieror swap with your favorite app
4.Compute next rep id
Integrate Code by Zapier and routing logic to map the current index into an assigned rep id for the lead.
Code by Zapieror swap with your favorite app
5.Save updated round robin index
Integrate Storage by Zapier and state tracking to save the updated index using the code output after assignment.
6.Create lead record
Integrate Close and CRM record creation to create a lead from source fields and assign the selected rep id.
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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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