1.Catches hook submission
Integrate Webhooks by Zapier and webhook handling tools to capture submission payloads and expose source fields for mapping lead data.
Update leads from webhook submissions for consulting teams
Automatically map webhook submission fields across Webhooks by Zapier and Close. Create lead updates when webhook submissions arrive, opt in flags change, or funnel details submitβso you can update lead fields, connect to lead IDs, and apply funnel context without manual data entry.
How this automation updates your lead records
When webhook submissions come in, manual CRM data entry slows follow-up and causes stale lead profiles. This automation catches payloads, searches and filters leads, and updates CRM recordsβso your team can act on current consulting profiles.
Webhooks by Zapieror swap with your favorite app
2.Waits 1 minute
Integrate Delay by Zapier and scheduling tools to wait 1 minute before searching Close to reduce race conditions.
Delay by Zapieror swap with your favorite app
3.Finds lead by email
Integrate Close and CRM lookup tools to find an existing lead using email, then phone, and obtain the lead ID.
Closeor swap with your favorite app
4.Checks qualifying records
Integrate Filter by Zapier and routing tools to verify the lead opt in flag or required submission fields before continuing.
Filter by Zapieror swap with your favorite app
5.Updates lead fields
Integrate Close and CRM field mapping tools to update funnel context and submission details into lead fields and notes.
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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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