Pull Webform Answers Into Close Custom Activity

This Zap will pull a lead's answers to your webform into a Custom Activity in Close, allowing you to:

1. Filter your leads using common answers
2. Review answers directly on the lead's page

What you'll need

To set up this Zap, you'll need the following:

• A Zapier account that allows for multi-step Zaps
• A webform tool that integrates with Zapier (see next step for more details)
• A Close account on the Basic, Professional, or Business plan
• A Close API Key

Webform tools integrating with Zapier

Please note that, because each software is in charge of updating their own Zapier integration, we cannot guarantee that the following tools are up to date and will provide your desired outcome.

• Typeform
• Google Form
• Wufoo
• Calendly
• Jotform
• Unbounce

If you are using another tool which also integrates with Zapier, feel free to try it out!

Setting up your Custom Activity

Head over to the Custom Activity page by going to your Settings > Custom Activities. Click on "+ New Activity Type" to create a new Custom Activity. Give it a name and save it to start adding field.

Each field represents one question in your webform.

Setting up your Zap

Step 1 - Pull webform data

In the Choose app and event tab, pick the webform of your choice. In the below example, we have Typeform. The trigger event will be a "New Entry", "New Form Submission", or the equivalent.

In the Choose account tab, you'll need to connect Zapier to the webform tool. When you start the connection, Zapier might ask for the API Key of the webform of your choice. This can usually be found in your Settings or in an Integrations page. Reach out to their Support team if you don't find it.

Zapier might also simply need you to sign into the webform tool using your credentials.

In the Set up trigger tab, choose the form you want to pull into Close.

Step 2 - Find or create lead in Close

In the Choose app and event tab of the second Zapier step, pull up Close. The Action Event will be to "Find Lead" in Close. We recommend to look for the lead first to avoid duplicates.

In the Choose account tab, connect Close to Zapier. If the connection doesn't already exist, you will need your Close API Key, which you can create in your Close Settings > API Keys. Click on "+ New API Key", give it a name, and copy and paste the key in the connection setup.

The Set up action tab will search your leads in Close using a unique identifier from the first Zapier step to check if the lead already exists. Depending on your form's questions, we recommend searching by email address or phone number.

At the bottom of the tab, tick the "Create Close Lead if it doesn’t exist yet?" box and pull data from the first step into the appropriate fields. For example, pick the lead status you want the new lead to show up in, the contact name, email address, etc.

Step 3 - Create Custom Activity in Close

In the Choose app and event tab, pick Close and the Action Event will be to "Create Custom Activity".

In the Choose account tab, pick the same account you connected in the previous step.

In the Set up action tab, fill out the lead ID by pulling it from the second Zapier step, choose the Custom Activity type that you created in Close, and pick the activity status "Published".

Finally, pull the answers from your first Zapier step (the webform) into each Custom Activity field

Step 4 - Test and Activate

Test and review each Zapier step before you turn it on.