1.Catches webhook submissions
Integrate Webhooks by Zapier and incoming payload parsing to expose submission fields for downstream dedup matching.
Update duplicate lead record and notify assigned owner
Automatically catch incoming duplicate lead submissions across Webhooks by Zapier and Close. Send instant alerts when records match and get updated and owners get notifiedβso you can reduce manual triage, duplicate cleanup, and follow-up.
How this automation cleans up duplicate lead records
When duplicate lead submissions come in, records stay inconsistent and owners may miss time-sensitive follow-ups. This automation catches webhook payloads, finds matched leads, updates duplicate fields, and notifies owners via email and Slackβso your team can act fast.
Webhooks by Zapieror swap with your favorite app
2.Finds matching lead records
Integrate Close and lead matching tools to search existing leads by email with phone or name fallback.
Closeor swap with your favorite app
3.Updates duplicate lead fields
Integrate Close and CRM update workflows to set duplicate flag, map duplicate dates, and update the matched lead.
4.Sends audit email notifications
Integrate Mailgun and email notification tools to send a short audit email with lead summary and reference link.
Mailgunor swap with your favorite app
5.Posts duplicate alerts in Slack
Integrate Slack and channel routing tools to post duplicate details to the owner channel for quick triage.
Slackor swap with your favorite app
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Improve CRM data quality with automated duplicate checks, field normalization, and record updates
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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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