1.Detects pipeline stage triggers
Integrate HighLevel to catch pipeline stage triggers and start the applicant routing workflow.
Add new pipeline applicants to nurture email sequence
Automatically monitor pipeline stage triggers across HighLevel and Close. Enroll applicants in a nurture sequence and post team alerts when pipeline stage triggers, applicant moves stages, or leads enter the configured stage—so you can create or update leads, pin intake notes, and notify the team without manual follow-up.
How this automation accelerates applicant follow-up
When an applicant enters a configured pipeline stage, responses can stall and context gets lost. This automation captures the stage trigger, creates or updates the lead, pins intake notes, enrolls the subscriber, and alerts the team—so you can follow up at the right moment.
Levor swap with your favorite app
2.Creates or finds lead by email
Integrate Close, CRM fields, and lead matching to create or update a lead and set the configured stage.
Closeor swap with your favorite app
3.Updates lead details and tags
Integrate Close and CRM fields to map intake summary into the lead description and apply the configured status or tag.
4.Pins intake note on the lead
Integrate Close and note tools to create a pinned intake note with summarized intake text for rep context.
5.Enrolls subscriber in nurture sequence
Integrate ConvertKit and email marketing tools to add the applicant email and name to the nurture sequence.
Kitor swap with your favorite app
6.Posts team alert with CRM link
Integrate Slack and team channels to post a short intake summary and link the CRM record for quick follow-up.
Slackor swap with your favorite app
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