1.Catches incoming submission
Integrate Webhooks by Zapier and data extraction tools to parse the submission fields so you can capture lead intake data.
Update incoming web leads into CRM lead records
Automatically catch webhook lead submissions across Webhooks by Zapier and Close. Create and update lead records and intake activities when new webhook submission, submission email received, or form values capturedβso you can reduce manual data entry, avoid missing lead context, and keep statuses current without manual reporting.
How this automation updates your CRM lead records
When webhook lead submissions arrive, delays can stall outreach and create messy duplicate records. This automation catches submissions, finds or updates leads, filters follow-up status, and creates lead activitiesβso your team can act with correct context.
Webhooks by Zapieror swap with your favorite app
2.Finds matching lead
Integrate Close and CRM lookup workflows to search by email and phone so you can map contact and lead source fields.
Closeor swap with your favorite app
3.Updates or creates lead
Integrate Close and CRM record tools to update custom fields and status or create a new lead from the submission.
4.Filters qualifying records
Integrate Filter by Zapier and rules logic to continue only for configured follow-up statuses so only relevant leads progress.
Filter by Zapieror swap with your favorite app
5.Creates lead activity
Integrate Close and activity logging to attach an intake activity with the submission timestamp so reps see original context.
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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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