1.Detect new lead creation
Integrate Close and crm lead routing tools to detect new lead creation and start enrichment.
Add new leads to enrichment table and alert sales
Automatically monitor new lead creation across Close, Clay, and Slack. Create a Clay table row and enrich CRM fields when new lead captured or new lead created or lead record updated—so you can alert sales, update lead attributes, and respond to prospects without manual prospecting.
How this automation alerts sales for top prospects
When new lead created, slow handoffs can delay outreach to top prospects. This automation creates Clay rows, enriches records, updates CRM fields, and sends Slack alerts—so your team can follow up quickly.
Closeor swap with your favorite app
2.Creates Clay table row
Integrate Clay and enrichment table mapping tools to create a Clay record row for each incoming lead.
Clayor swap with your favorite app
3.Waits one minute for enrichment
Integrate Delay by Zapier and workflow timing tools to wait one minute for enrichment to populate.
Delay by Zapieror swap with your favorite app
4.Finds enrichment record in table
Integrate Clay and enrichment lookup tools to find the matching table record and pull attributes.
5.Updates CRM lead with enrichment
Integrate Close and crm custom field tools to update lead fields with Clay enrichment results.
6.Sends private channel alert
Integrate Slack and sales notification tools to send a private message with contact details and a CRM lead link.
Slackor swap with your favorite app
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Strengthen lead quality with automated profile updates, field completion, and qualification routing
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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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