Check for lead, create it if needed, and set follow-up task in Close

Check for new leads with Webhooks by Zapier, create or find them in Close, and set up follow-up tasks for assigned users. This ensures no lead is missed and enhances your team's efficiency in managing prospects.

Check for lead, create it if needed, and set follow-up task in Close

Workflow preview:

Zap details:

Overview

Check for new leads with Webhooks by Zapier, create or find them in Close, and set up follow-up tasks for assigned users. This ensures no lead is missed and enhances your team's efficiency in managing prospects.

Check for lead, create it if needed, and set follow-up task in Close