1.Detect new lead in configured status
Integrate Close to detect configured-status signups and lead records to initiate the nurture workflow.
Add new program signups to gendered nurture sequence fast
Automatically monitor new lead entries in configured status across Close, Formatter by Zapier, Filter by Zapier, Delay by Zapier. Create and update when new program signup completes, form submission arrives, or lead enters configured status—so you can send welcome emails, update lead status, and enroll contacts in gendered program sequences without manual follow-up.
How this automation accelerates your nurture email enrollment
When new program signups sit unprocessed, follow-up delays can cost engagement. This automation monitors Close for configured-status leads, parses signup details, filters qualifying records, sends a welcome email, waits, and enrolls contacts in the correct gender program sequence—so your team can keep momentum.
Closeor swap with your favorite app
2.Parses referrer and program details
Integrate Formatter by Zapier and data parsing tools to map referrer and program fields to split items for evaluation.
Formatter by Zapieror swap with your favorite app
3.Screens qualifying program signups
Integrate Filter by Zapier and validation logic to check referrer program and regional qualifiers and block invalid phone prefixes.
Filter by Zapieror swap with your favorite app
4.Sends welcome email and updates lead
Integrate Close and email template tools to send the configured welcome email and update the lead custom status.
5.Waits 75 minutes for follow-up
Integrate Delay by Zapier and scheduling tools to pause outreach for the nurture interval before the next touch.
Delay by Zapieror swap with your favorite app
6.Enrolls contact in the right sequence
Integrate Close and subscription management to find existing subscriptions and create sequence enrollment for program and gender preferences.
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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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