1.Catches inbound prospect submission
Integrate Webhooks by Zapier and inbound submission handlers to capture the incoming prospect payload for lead entry.
Create or update prospect records in CRM from submissions
Automatically catch incoming prospect submissions across Webhooks by Zapier and Close. Create and update when submission received, email present, or payload postedβso you can validate contact details, create CRM leads, and set outbound prospect stages without manual data entry.
How this automation creates clean CRM leads
When incoming prospect submissions arrive without consistent formatting, lead records get incomplete or missed. This automation captures payload fields, validates email, and creates or updates leads in Closeβso your team can follow up faster.
Webhooks by Zapieror swap with your favorite app
2.Extracts email and phone from payload
Integrate Formatter by Zapier and text extraction tools to extract email and map phone into lead-ready contact fields.
Formatter by Zapieror swap with your favorite app
3.Continues only with valid email
Integrate Filter by Zapier and validation rules to continue only for submissions with a valid email address and qualifying data.
Filter by Zapieror swap with your favorite app
4.Finds or creates a CRM lead
Integrate Close and CRM record management to map fields, create or find the lead, and set the outbound prospect stage.
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
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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