1.Detect new lead in smart view
Integrate Close and CRM field mapping tools to capture the lead record and key contact fields for enrollment.
When new leads enter a smart view, delays can slow outreach and waste high intent time. This automation enrolls matching leads into a nurture sequence, creates subscriptions, and notifies the campaign team—so your follow-up starts promptly.
Integrate Close and CRM field mapping tools to capture the lead record and key contact fields for enrollment.
Integrate Close and subscription mapping tools to create a subscription for the configured nurture sequence and selected criteria.
Integrate Slack and team communication tools to post a short message with lead reference and campaign tag for managers.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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