1.Captures new submission fields
Integrate 123FormBuilder and form field mapping tools to capture the payload and map submission fields to lead and contact fields.
Update CRM records and create intake tasks for specialists
Automatically capture new submission payloads from 123FormBuilder across Close and Slack. Create and update CRM leads, route to the selected specialist, and notify the teamβso you can avoid manual CRM data entry.
How this automation updates your CRM records and speeds follow-up
When new intake submissions arrive without structured handling, delays and errors can stall follow-up. This automation captures submission data, finds or creates leads, updates lead and contact records, routes to specialists, and creates tasks with Slack visibilityβso your team responds fast.
123FormBuilderor swap with your favorite app
2.Finds or creates the lead
Integrate Close and CRM lookup workflows to search for an existing lead by phone or create and populate a new lead.
Closeor swap with your favorite app
3.Updates lead and contact
Integrate Close and CRM field mapping to update custom lead fields and related contact fields from the submission.
4.Routes to the chosen specialist
Integrate Paths by Zapier and routing rules to evaluate specialist selection and continue only on the matching path.
Paths by Zapieror swap with your favorite app
5.Creates a specialist task
Integrate Close and task management tools to create a task assigned to the resolved user with the mapped task text.
6.Posts a team Slack summary
Integrate Slack and notification channels to send a concise summary with a pointer to the configured intake record or worksheet.
Slackor swap with your favorite app
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Explore all CRM data entry automations
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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