1.Detect new demo-request lead
Integrate Close and crm lead views to watch for demo-request leads in a Smart View and start the automation.
When demo-request leads show up without booking, delays can stall outreach and reduce conversions. This automation detects new Smart View leads and creates lead records, enrolls contacts in nurture sequences, and updates marketing lists—so your team can follow up at the right moment.
Integrate Close and crm lead views to watch for demo-request leads in a Smart View and start the automation.
Integrate Zapier Tables and data mapping tools to create a leads row and set not booked status for reporting.
Integrate ActiveCampaign and marketing audiences to add the contact to your configured list for product updates and nurture.
Integrate Close and crm ownership tools to find the lead and subscribe it to the not-booked follow-up sequence automatically.
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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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