1.Catches incoming prospect payload
Integrate Webhooks by Zapier, webhook handling tools, and CRM intake forms to capture prospect payload fields for lead updates.
Update existing lead records from incoming prospect webhook
Automatically monitor incoming prospect payloads across Webhooks by Zapier and your CRM workflow. Update existing lead records when webhook events arrive, extracted email validates, or payload timestamps landβso you can update lead fields, apply campaign tags, and advance stages without manual CRM entry.
How this automation updates your lead records
When incoming prospect payloads arrive, lead details can go stale and sales teams waste time reentering info. This automation captures webhook payloads, extracts and validates contact data, then finds matching leads and updates their fields and stagesβso your team can act faster.
Webhooks by Zapieror swap with your favorite app
2.Extracts and normalizes email and phone
Integrate Formatter by Zapier and text extraction tools to extract and normalize the primary email and phone from the payload.
Formatter by Zapieror swap with your favorite app
3.Filters to valid extracted email
Integrate Filter by Zapier and validation rules to continue only when extracted email looks valid and non qualifying entries stop.
Filter by Zapieror swap with your favorite app
4.Finds lead by email and name
Integrate Close and CRM search tools to find matching leads by email and name using extracted contact details.
Closeor swap with your favorite app
5.Updates matching lead fields
Integrate Close and CRM field mapping to update phone, contact name, contact URL, campaign tag, and lead stage.
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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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