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Route leads to next cadence step and create contact

Automatically orchestrate lead payload routing across Webhooks by Zapier, Close, and Sub-Zap by Zapier. Create and update when lead identifier is validated, contact is missing, or cadence needs advancingβ€”so you can match leads, create marketing contacts, and invoke the next cadence step without manual routing paperwork.

How this automation advances your lead cadence

When lead payloads arrive without matching CRM records, delays can stall outreach. This automation validates leads, creates missing marketing contacts, and calls a sub-zap to advance the next cadence stepβ€”so your team can keep sequences moving.

  1. 1.Catches hook payload

    Integrate Webhooks by Zapier and request parsing tools to extract lead identifier fields and workflow label to route incoming leads.

    Webhooks by Zapieror swap with your favorite app
  2. 2.Finds matching lead

    Integrate Close and CRM lookup tools to find lead by mapped identifier to confirm lead existence.

    Closeor swap with your favorite app
  3. 3.Filters qualifying records

    Integrate Filter by Zapier and lead qualification rules to allow only non paused, opted-in, sequence eligible records to reduce bad routing.

    Filter by Zapieror swap with your favorite app
  4. 4.Creates marketing contact

    Integrate Webhooks by Zapier and marketing contact endpoints to POST mapped fields and create a marketing contact to complete outreach setup.

    Webhooks by Zapieror swap with your favorite app
  5. 5.Advances cadence step

    Integrate Sub-Zap by Zapier and scheduling logic to delay until business hours and invoke the next-step webhook to advance the cadence.

    Sub-Zap by Zapieror swap with your favorite app

Automate your work, your way

Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.

Trusted by 3.4 million companies

Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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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.

  1. Step 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Step 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. Step 3

    Automate and measure

    Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.

See how teams are automating with Zapier (and loving it!)

Smart Charge America

Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.

David Laderberg, VP of Sales

Remote

Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β€” I think we would have died or fallen back into oblivion.

Marcelo Lebre, Co-Founder

SweepBright

Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.

Raphael Bochner, Founder and CIO

Digioh

Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.

Rishi Shah, CEO and Co-Founder

Otter.ai

We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.

Allen Lai, Head of Customer Experience

Superhuman

We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.

Jacob Sirrs, Marketing Operations Specialist

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