1.Detects new row submissions
Integrate PostgreSQL and data mapping tools to filter qualifying rows and continue when submissions meet criteria.
Create CRM lead and tag marketing subscriber from database
Automatically monitor new rows in PostgreSQL and map qualifying submissions across Kit and Close. Create and update leads, apply marketing tags, and notify stakeholders when new or updated lead activity needs outreach.
How this automation scales lead follow-up
When new rows land in the database without being processed, leads miss timely outreach and tagging stays inconsistent. This automation maps qualifying fields, tags subscribers, finds or creates CRM leads, and logs activityβso your team can follow up fast.
PostgreSQLor swap with your favorite app
2.Adds tag to subscriber
Integrate Kit and marketing tagging tools to apply a configured source tag to the matching subscriber email.
Kitor swap with your favorite app
3.Finds lead by email
Integrate Close and CRM search tools to look up an existing lead by email and return a lead id.
Closeor swap with your favorite app
4.Generates activity timestamp
Integrate Code by Zapier and data transformation tools to produce a standardized timestamp for activity logging.
Code by Zapieror swap with your favorite app
5.Creates or updates lead and activity
Integrate Close and CRM record tools to create or update the lead and always create a custom activity.
6.Sends lead notification email
Integrate Gmail and email routing tools to send lead summary and activity timestamp to the configured recipient list.
Gmailor swap with your favorite app
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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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