1.Detect new incoming emails
Integrate Close and email intake tools to capture new incoming emails and route them for review.
Create support tasks from critique emails and assign owners
Automatically monitor new incoming emails across Close and Asana. Create and update work items when critique emails arrive, subject contains Critique, or recipient matches your configured address—so you can create lead notes, assign support tasks, and keep due dates current without manual ticketing.
How this automation creates assigned support tasks
When new incoming emails arrive, critique requests can sit unstructured and stall responses. This automation filters qualifying emails and formats dates, finds leads, creates lead notes, and creates work items in Close and Asana—so your team can respond faster.
Closeor swap with your favorite app
2.Continue only for critique emails
Integrate Filter by Zapier and email filtering tools to continue only when subject includes Critique and recipient matches.
Filter by Zapieror swap with your favorite app
3.Format email dates for titles
Integrate Formatter by Zapier and reporting tools to convert the email created date into readable date outputs.
Formatter by Zapieror swap with your favorite app
4.Find lead by sender email
Integrate Close and CRM lookup tools to find the lead matching the sender email and choose the first match.
5.Create lead note with date
Integrate Close and note writing tools to create a lead note from the quoted email body with the formatted date.
6.Create assigned Close tasks
Integrate Close and task management tools to create advisor and support work items with today due dates and owners.
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Explore all email-to-ticket conversion automations
Convert support emails into trackable tickets with automated ticket creation, priority routing, and record updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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