1.Maps new lead to nurture context
Integrate Close and lead workflow tools to map lead reference and contact to workflow context for follow up readiness.
Add leads to welcome sequence and send SMS
Automatically monitor new leads in specified status across Close. Enroll them into the right nurture sequence and send first touch email and SMS when new lead lands, status updates, or funnel stage enters—so you can start outreach, reduce delays, and avoid manual follow-up.
How this automation launches your welcome sequence
When a new lead lands in specified status, delays can stall outreach and reduce engagement. This automation maps lead context, filters for qualification, creates sequence subscriptions, and sends email and SMS—so your team can act immediately.
Closeor swap with your favorite app
2.Filters leads by campaign and variant
Integrate Filter by Zapier to continue only for qualifying leads so non matches stop before messaging.
Filter by Zapieror swap with your favorite app
3.Creates sequence subscription for variant
Integrate Close to create sequence subscription, select the configured sequence, and set the sender account.
4.Sends templated email from Close
Integrate Close and email templating tools to send the configured email template to the mapped lead.
5.Sends SMS when a phone is present
Integrate Close and SMS delivery tools to send the configured SMS template only when the phone is present.
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Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM updates
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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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