1.Catches inbound submission
Integrate Webhooks by Zapier and data mapping tools to validate mapped submission fields, so you can update prospect fields consistently.
Update prospect records from inbound event and phone data
Automatically map inbound event and service submissions to prospect and company fields across Webhooks by Zapier, Formatter by Zapier, Filter by Zapier, and Close. Create and update records when inbound submissions received, emails extract successfully, or phone normalizesβso you can keep lead context accurate without manual data entry.
How this automation updates your prospect records in Close
When inbound submissions arrive with contact details, delays can block same-day outreach and leave advisors guessing. This automation receives submission payloads, normalizes and validates fields, then finds and updates existing leads in Closeβso your team can act on accurate context without manual rekeying.
Webhooks by Zapieror swap with your favorite app
2.Extracts normalized email and phone
Integrate Formatter by Zapier and data formatting tools to run email and phone extracts, so you can normalize contact details for updates.
Formatter by Zapieror swap with your favorite app
3.Stops updates without valid email
Integrate Filter by Zapier and validation rules to continue only when a valid email is extracted, so blank CRM updates do not happen.
Filter by Zapieror swap with your favorite app
4.Finds lead by extracted email
Integrate Close and lead matching lookups to search for an existing lead by extracted email, so updates apply to the right record.
Closeor swap with your favorite app
5.Updates lead and contact fields
Integrate Close and CRM field mapping tools to update the existing lead record with normalized phone, company, and custom fields.
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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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