1.Catches incoming lead payload
Integrate Webhooks by Zapier to receive the incoming payload and surface source fields to prepare lead data.
Create or update incoming lead record for sales
Automatically catch incoming lead payloads and extract contact fields across Webhooks by Zapier and Close. Create and update when an email is valid and stage rules apply β so you can create or update lead records, populate contact details, and prevent incomplete CRM entries without manual data cleanup.
How this automation creates clean lead records
When inbound lead payloads arrive with messy text, incomplete CRM entries can slow down outreach. This automation catches payloads, extracts validated contact details, and creates or updates Close leadsβso your team can save time on data entry.
Webhooks by Zapieror swap with your favorite app
2.Extracts email from payload
Integrate Formatter by Zapier and data parsing tools to run an email extraction transform to extract the Email value.
Formatter by Zapieror swap with your favorite app
3.Filters out invalid emails
Integrate Filter by Zapier and data validation tools to check the email output contains an @ symbol to avoid incomplete records.
Filter by Zapieror swap with your favorite app
4.Extracts phone from payload
Integrate Formatter by Zapier and data parsing tools to run phone extraction to map the output to a Phone value.
5.Creates or updates lead by email
Integrate Close and CRM lead matching to find the lead by email and create or update a lead with mapped fields.
Closeor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
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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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