1.Detect incoming message activity
Integrate Close, lead tracking tools, and CRM fields to detect incoming message activity for lead-linked follow-ups.
Create follow-up tasks from new sales messages per lead
Automatically detect incoming messages in Close and update lead records across Close. Create and assign follow-up tasks when new sales messages arriveβso you can capture message context, set due dates, and assign the right owner without manual routing.
How this automation assigns follow-up tasks faster
When new sales messages arrive, reps can miss the right next step and leads stall. This automation updates lead records and creates lead-linked follow-up tasks in Closeβso your team keeps follow-ups moving without manual routing.
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2.Updates lead with message status
Integrate Close and CRM custom fields to update the lead record with message status and context.
3.Creates lead follow-up task
Integrate Close and task management tools to create a follow-up task with owner mapping and due date.
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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