1.Catches incoming webinar payload
Integrate Webhooks by Zapier and webhook parsing tools to extract webinar submission fields for lead creation.
Create webinar leads in CRM for sales follow-up
Automatically capture webinar registration payloads across Webhooks by Zapier and Formatter by Zapier. Create and update lead records when webinar registrations arrive or submission payloads include email or phone β so you can normalize contacts, match existing leads, and update CRM records without manual data entry.
How this automation creates webinar follow-up leads
When webinar registrations land, delays can stall sales follow-up and duplicate records pile up. This automation extracts payload data, normalizes phone numbers, finds matching leads, and creates or updates CRM leadsβso your team can act fast.
Webhooks by Zapieror swap with your favorite app
2.Normalizes phone number
Integrate Formatter by Zapier and phone normalization tools to format phone numbers for reliable lead matching.
Formatter by Zapieror swap with your favorite app
3.Finds lead by email and phone
Integrate Close and lead matching tools to search by submission email or standardized phone to detect existing records.
Closeor swap with your favorite app
4.Creates or updates lead
Integrate Close and CRM record updates to create a new lead or update contact info and recent activity.
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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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