1.Catches incoming webhook payload
Integrate Webhooks by Zapier and webhook endpoints to map submission fields to contact inputs and capture payload data.
Update existing CRM lead from incoming webhook submission
Automatically catch webhook payload submissions across Webhooks by Zapier, Formatter by Zapier, Close, and Filter by Zapier. Update CRM lead records when payload received, contact fields submitted, or hook event triggersβso you can normalize contact values, match leads, and set the right stage without manual data entry.
How this automation updates CRM lead records
When webhook submissions land, delays can break outreach and force manual CRM updates. This automation catches payloads, normalizes contact values, then finds and updates matching Close lead recordsβso your team can keep data ready for follow-up.
Webhooks by Zapieror swap with your favorite app
2.Transforms and normalizes contact values
Integrate Formatter by Zapier and data normalization tools to extract email and format phone numbers for mapped contact fields.
Formatter by Zapieror swap with your favorite app
3.Finds matching lead in Close
Integrate Close and CRM lookup tools to search for the existing lead by email and company identity.
Closeor swap with your favorite app
4.Continues only when lead matches
Integrate Filter by Zapier and routing rules to check the lead found result and proceed only for qualifying records.
Filter by Zapieror swap with your favorite app
5.Updates the matched lead record
Integrate Close and CRM record updates to map normalized name, email, phone, and source fields and set lead stage.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
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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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