1.Catches incoming prospect payload
Integrate Webhooks by Zapier and webhook processing tools to receive raw prospect fields and surface submission data for lead creation.
Create prospect records from webhook submissions for advisers
Automatically monitor incoming prospect webhook submissions across Webhooks by Zapier, Formatter by Zapier, Filter by Zapier, and Close. Create and update when prospects pass validationβso you can extract contact details, find matched leads, and update CRM records without manual data entry.
How this automation accelerates your CRM lead readiness
When prospect webhook payloads arrive, delays can block outreach and create messy duplicate records. This automation extracts contact details, filters qualifying submissions, finds matched leads, and creates or updates CRM leadsβso your team can reach out faster.
Webhooks by Zapieror swap with your favorite app
2.Extracts and normalizes contact fields
Integrate Formatter by Zapier and data parsing tools to extract and normalize email and phone, then map them to contact fields.
Formatter by Zapieror swap with your favorite app
3.Filters for qualifying submissions
Integrate Filter by Zapier and data quality checks to continue only when valid email exists and submission is not a duplicate.
Filter by Zapieror swap with your favorite app
4.Finds lead by email
Integrate Close and CRM lookup tools to search by email and map name, company, and submission notes to lead fields.
Closeor swap with your favorite app
5.Creates or updates lead records
Integrate Close and CRM record actions to create a new lead or update an existing one, set stage, and capture source time.
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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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