1.Catches application form payload
Integrate Webhooks by Zapier and webhook payload tools to trigger downstream automation when application form data is received.
Update CRM lead with application form data on receipt
Automatically catch application form payloads across Webhooks by Zapier and Close. Update CRM leads with form answers and application metadata when qualifying submissions arrive, for instant contextβso reps avoid manual data entry, mismatched fields, and delayed follow-up.
How this automation updates your leads with application context
When qualifying form submissions land without the right CRM context, reps waste time and leads get delayed. This automation captures payloads, finds matching leads, and updates CRM fields and lead statusβso your team can act on the right application details.
Webhooks by Zapieror swap with your favorite app
2.Continues only for qualifying submissions
Integrate Filter by Zapier and validation rules to check payloads and continue only for submissions that meet your criteria.
Filter by Zapieror swap with your favorite app
3.Finds lead by email
Integrate Close and CRM lookup tools to find the matching lead by mapping the source email to the search key.
Closeor swap with your favorite app
4.Updates lead with application data
Integrate Close and CRM field mapping to update lead fields, set application stage, and append a single-note summary.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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