1.Captures inbound webhook payloads
Integrate Webhooks by Zapier and form capture tools to receive the payload and map company, full name, email, message, and tags.
Create or update inbound leads with activity notes
Automatically catch inbound webhook lead payloads across Webhooks by Zapier, Formatter by Zapier, Close, and Paths by Zapier. Create and update leads with contextual activity notes when payloads arrive, so reps can follow up faster and with full context without manual entry.
How this automation updates your inbound leads
When catch hook receives an incoming payload, manual data entry slows follow-up and can leave outreach context behind. This automation normalizes fields and tags, then finds and updates or creates Close leads with an activity noteβso your team can respond with full context.
Webhooks by Zapieror swap with your favorite app
2.Normalizes company and email
Integrate Formatter by Zapier and data formatting tools to normalize company names and emails, then format tags for matching.
Formatter by Zapieror swap with your favorite app
3.Finds matching lead in Close
Integrate Close and CRM search tools to find a lead by company name and contact email using the formatted values.
Closeor swap with your favorite app
4.Branches on lead match status
Integrate Paths by Zapier and routing logic to branch on whether the lead exists and decide update or create.
Paths by Zapieror swap with your favorite app
5.Updates or creates lead with activity
Integrate Close and activity logging tools to update or create the lead and add an activity note with the original message.
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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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