1.Find lead for dunning event
Integrate Close and lead record systems to find the lead by lead ID and map display name, owner, and payment link.
Update lead payment status and notify collections team
Automatically monitor dunning start activity across Close and Slack. Get instant alerts when missed payment, interrupted payment, or returned payment triggersβso you can update delinquency stages, share payment context, and avoid chasing updates.
How this automation protects collections follow-up
When dunning start activity is published but account context sits in separate systems, delays can stall collections outreach. This automation finds the matching lead, updates the delinquency stage, and posts a Slack notificationβso your team can respond immediately.
Closeor swap with your favorite app
2.Route by dunning reason
Integrate Filter by Zapier and conditional routing tools to continue only qualifying dunning records and select the stage value.
Filter by Zapieror swap with your favorite app
3.Update lead delinquency stage
Integrate Close and payment tracking tools to update the configured stage field and store payment link or outstanding amount.
4.Notify collections channel
Integrate Slack and team messaging tools to send a concise alert with lead URL, owner, outstanding amount, and payment link.
Slackor swap with your favorite app
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Recover overdue payments with automated reminder sequences, status updates, and escalation alerts
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