1.Catch Hook for connection payloads
Integrate Webhooks by Zapier and payload parsing tools to receive the incoming connection data payload for processing.
Update existing leads from incoming connection requests now
Automatically catch incoming connection payloads across Webhooks by Zapier and sync with Close. Update and enrich leads when connection payload received, extracted email found, or phone capturedβso you can extract details, match leads, and update outbound status without manual data entry.
How this automation keeps lead context accurate
When connection payloads arrive, stale lead info can slow outreach and misprioritize follow-up. This automation extracts contact details, finds the matching Close lead, and updates its statusβso your team acts on current context.
Webhooks by Zapieror swap with your favorite app
2.Extract email and phone fields
Integrate Formatter by Zapier and data extraction tools to pull an email address and phone number from the payload.
Formatter by Zapieror swap with your favorite app
3.Continue only when email exists
Integrate Filter by Zapier and validation tools to continue only when an extracted email exists to avoid false matches.
Filter by Zapieror swap with your favorite app
4.Find lead by email
Integrate Close and CRM lookup tools to search for a lead using the extracted email and map source fields.
Closeor swap with your favorite app
5.Update existing lead status
Integrate Close and CRM update tools to map name, company, phone, and notes while setting the outbound prospect stage.
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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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