1.Catches inbound lead webhook
Integrate Webhooks by Zapier and data payload tools to extract signal fields to identify the lead event
When an inbound lead webhook arrives for an unresponsive prospect, pipeline data quickly falls out of date. This automation finds the matching lead, updates the linked opportunity status, and adds notesβso your team can focus on active deals.
Integrate Webhooks by Zapier and data payload tools to extract signal fields to identify the lead event
Integrate Close and CRM lookup workflows to search Close for a lead by extracted phone number to locate the correct record
Integrate Close and CRM relationship tools to search Close for the opportunity linked to the found lead to select the right deal
Integrate Close and sales pipeline workflows to update the opportunity status to the configured value for unresponsive or disqualified records
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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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
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
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.
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Rishi Shah, CEO and Co-Founder
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