1.Catches hook new form submission
Integrate Webhooks by Zapier and form capture tools to receive submission fields and map webinar data to lead and activity fields.
Create webinar lead and log activity in CRM
Automatically catch Hook new form submissions across Webhooks by Zapier and Close. Create and update when webinar registration data arrives, so you can find existing leads, create missing leads, and log custom activities without manual CRM entry.
How this automation creates CRM-ready webinar leads
When new form submissions come in from a webinar registration, follow-up context can get lost and agents waste time retyping details. This automation captures submission fields, finds or creates leads, formats the activity date, and logs a custom activityβso your team can respond faster.
Webhooks by Zapieror swap with your favorite app
2.Finds lead by email
Integrate Close and CRM data tools to search by email and retrieve the matching lead ID for downstream steps.
Closeor swap with your favorite app
3.Creates lead when no match
Integrate Close and CRM record tools to create a new lead and contact with webinar source fields and status.
4.Formats date for activity record
Integrate Formatter by Zapier and date utilities to format the timestamp or submitted webinar date for readable activity entries.
Formatter by Zapieror swap with your favorite app
5.Creates custom activity on lead
Integrate Close and activity tracking tools to create a custom activity on the lead and store the formatted date.
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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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