1.Detects won status opportunity
Integrate Close to watch for a Close opportunity entering configured won status and trigger reconciliation when a new record appears.
Create task when lead and opportunity owners differ
Automatically detect when an opportunity enters configured won status across Close. Create and update reconciliation tasks when owner references differ or no owner match is foundβso you can find the lead, assign the correct owner, and resolve mismatches without manual reconciliation.
How this automation reconciles owner alignment
When a won opportunity closes with mismatched owners, manual triage can delay follow-up. This automation uses Close to find the related lead, Filter by Zapier to qualify mismatches, and then creates an assigned task for reconciliationβso your team can respond faster.
Closeor swap with your favorite app
2.Finds the related lead record
Integrate Close and opportunity data to locate the related lead record by the opportunity lead reference to continue reconciliation.
3.Filters for owner mismatches
Integrate Filter by Zapier and matching rules to compare opportunity and lead owner references, continuing only for mismatches.
Filter by Zapieror swap with your favorite app
4.Creates an assigned reconciliation task
Integrate Close to create a new task in the opportunity owner name, map assignee details, and include key lead fields.
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