1.Monitor hourly enrollment trigger
Integrate Schedule by Zapier and scheduling cadence tools to run every hour and trigger lead enrollment from a saved search.
Add qualifying CRM leads to outreach sequence every hour
Automatically run hourly lead enrollment across Schedule by Zapier, Close, and Email by Zapier. Create and update outreach enrollments when hourly cadence fires, saved-search results refresh, or new leads match criteria—so you can expand sequences, notify reps, and skip duplicates without manual follow-up.
How this automation enrolls qualifying CRM leads
When the hourly enrollment window runs without automation, leads miss outreach timing and reps lack visibility. This automation watches the hourly schedule, finds and subscribes qualifying leads in Close, and emails a rep summary via Email by Zapier—so your team can grow sequences without manual follow-up.
Schedule by Zapieror swap with your favorite app
2.Find matching saved-search leads
Integrate Close and CRM lookup tools to match leads from your configured saved search and retrieve lead contact keys.
Closeor swap with your favorite app
3.Subscribe leads to outreach sequence
Integrate Close and sequence subscription tools to enroll found leads into the selected outreach sequence option.
4.Email rep enrollment summary
Integrate Email by Zapier and notification lists to send a summary of new enrollments to configured reps.
Email by Zapieror swap with your favorite app
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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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