Bring in New Leads to Close From Web Forms
Posted: Tue Jan 28, 2025 4:56 am
Custom Fields in Close
Test Your Triggers and Actions with Sample Data
If this is your first time creating a Zap, don’t assume it will run perfectly on the first go. (I’ll save my story about creating an accidental automation loop that ran 1000 times before I realized what was going on for another day.)
Fortunately, Zapier allows you to test each automation step before you set it live. Do this to make sure you’ve mapped your data correctly. Once you’ve successfully tested a step, you’ll see a green checkmark in Zapier—your “go-ahead” for the next step.
And if your test fails? You’ll see an error message in the Test tab in Zapier, which should point you in the right direction of what failed.
By testing each step as you go, you’ll make sure your south africa telegram data workflow runs smoothly every time. Start simple and work your way up to more complex Zapier automations, testing as you go, and you’ll be able to automate the hell out of your sales process.
Get Inspired: 7 Ways to Integrate Close with Other Tools in Your Stack
Ready to learn how to integrate Close with other tools? From Typeform to Slack and beyond, these integrations will help you get the most out of your full sales and marketing stack.
1.
So you’ve got new leads on your website and are using a form to capture them. Great! Now, it’s time to bring those new leads into Close automatically.
First, your leads must fill out some information in your form. Aside from the basics (name, contact information), you can add other fields to give you more insights into this new lead.
Pro Tip: Use your forms as an early qualification stage by adding questions about your ideal customer profile. For example, do you only work with small businesses? Then, ask about company size in your form to help filter out unqualified leads.
Here’s how to set up this workflow in Zapier:
Test Your Triggers and Actions with Sample Data
If this is your first time creating a Zap, don’t assume it will run perfectly on the first go. (I’ll save my story about creating an accidental automation loop that ran 1000 times before I realized what was going on for another day.)
Fortunately, Zapier allows you to test each automation step before you set it live. Do this to make sure you’ve mapped your data correctly. Once you’ve successfully tested a step, you’ll see a green checkmark in Zapier—your “go-ahead” for the next step.
And if your test fails? You’ll see an error message in the Test tab in Zapier, which should point you in the right direction of what failed.
By testing each step as you go, you’ll make sure your south africa telegram data workflow runs smoothly every time. Start simple and work your way up to more complex Zapier automations, testing as you go, and you’ll be able to automate the hell out of your sales process.
Get Inspired: 7 Ways to Integrate Close with Other Tools in Your Stack
Ready to learn how to integrate Close with other tools? From Typeform to Slack and beyond, these integrations will help you get the most out of your full sales and marketing stack.
1.
So you’ve got new leads on your website and are using a form to capture them. Great! Now, it’s time to bring those new leads into Close automatically.
First, your leads must fill out some information in your form. Aside from the basics (name, contact information), you can add other fields to give you more insights into this new lead.
Pro Tip: Use your forms as an early qualification stage by adding questions about your ideal customer profile. For example, do you only work with small businesses? Then, ask about company size in your form to help filter out unqualified leads.
Here’s how to set up this workflow in Zapier: