1.Detect new lead in Smart View/Search Query
Integrate Close, lead tracking tools, and routing rules to detect new lead records in Smart View and Search Query.
Add scheduling links and enroll new leads into sequence
Automatically detect new lead records in Smart View or Search Query across Close. Create and update when lead records appear, qualifying owner criteria match, or statuses qualify—so you can add meeting links, assign call owners, and enroll contacts in sequences without manual follow-up.
How this automation enrolls new leads into your sequences
When new lead records appear in Smart View or Search Query, manual setup can delay same day first touch follow-up. This automation waits, filters, updates lead details, and subscribes contacts to a configured sequence—so your team can reach leads at peak intent.
Closeor swap with your favorite app
2.Delay for 1 minute
Integrate Delay by Zapier and timing rules to wait 1 minute so lead records fully materialize before updates.
Delay by Zapieror swap with your favorite app
3.Continue only for qualifying records
Integrate Filter by Zapier and lead criteria checks to continue only when owner or status criteria match.
Filter by Zapieror swap with your favorite app
4.Update lead with meeting and video links
Integrate Close and CRM field mapping tools to update lead custom fields for meeting links, video links, and owner.
5.Create sequence subscription for the contact
Integrate Close and sequence management tools to create the sequence subscription using the contact ID and sender account.
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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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