1.Monitors new call intake activity
Integrate Close to detect new custom activity type events and surface contact reference and intake fields to route lead enrichment.
When configured call intake custom activities happen in Close, leads can miss the context campaign teams need. This automation finds contacts, updates or creates marketing lead records, and enriches call notes—so your team gets current lead context fast.
Integrate Close to detect new custom activity type events and surface contact reference and intake fields to route lead enrichment.
Integrate LeadConnector and CRM lookup tools to find matching contacts by mapping email and intake contact references to proceed with enrichment.
Integrate LeadConnector and lead notes workflows to update contact notes, map owner, and set the lead flag to true for enriched records.
Integrate LeadConnector and list routing tags to create a new lead, append intake fields to notes, and add the record to the configured list.
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