1.Monitor new opt-out smart view lead
Integrate Close and CRM smart views to detect opt-out lead entry and capture lead references for audit trail creation.
Create opt-out activity and pause front-end workflows for leads
Automatically monitor opt out lead smart view entries across Close and Sub Zap by Zapier. Create and update opt out activity and pause front end workflows when opt out lead smart view entries, lead references appear, or contact opts outβso you can stop outreach, document consent changes, and halt follow-up without manual compliance follow-up.
How this automation protects opt-out compliance records
When a new lead enters your configured opt-out smart view, delays can keep outreach running and weaken auditability. This automation captures opt-out lead context and creates a timestamped activity, then calls a sub-zap to pause front-end workflowsβso your team can stop further outreach.
Closeor swap with your favorite app
2.Find matching lead and map context
Integrate Close and lead databases to confirm a single lead match and map contact channels and timestamps for activity.
3.Create custom opt-out activity
Integrate Close and audit logging tools to create a flagged custom activity and map lead and contact channel info.
4.Call sub-zap to pause front-end workflows
Integrate Sub-Zap by Zapier and automation workflows to pause front-end outreach by passing contact details and the lead reference.
Sub-Zap by Zapieror swap with your favorite app
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