1.Catches hook form submission
Integrate Webhooks by Zapier and form submission capture to map core fields to a standardized lead payload.
Create or update leads from form responses and log activity
Automatically catch form submissions across Webhooks by Zapier, Formatter by Zapier, Google Sheets, and Close. Create and update when booking info is parsed, leads match contacts, or opportunities need a call booked stageβso you can create leads, update opportunities, and log activity without manual data entry.
How this automation accelerates your lead capture
When form submissions arrive, delays can cause missed call booked opportunities and messy CRM records. This automation catches submissions, formats booking identifiers, and updates Close leads and opportunities while logging campaign contextβso you can respond fast without retyping fields.
Webhooks by Zapieror swap with your favorite app
2.Parses date and booking info
Integrate Formatter by Zapier and data parsing tools to normalize booking details and source identifiers.
Formatter by Zapieror swap with your favorite app
3.Looks up attendee or event
Integrate Google Sheets and worksheet lookup tools to search by name or email and return routing info.
Google Sheetsor swap with your favorite app
4.Finds and updates existing lead
Integrate Close and CRM record tools to update the matched lead, set call booked opportunity status, and add activity notes.
Closeor swap with your favorite app
5.Creates lead when no match
Integrate Close and CRM creation tools to create a new lead, open the call booked opportunity, and log campaign context.
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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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