1.Monitors lead magnet download activity
Integrate Close and CRM activity data to detect a new lead magnet download and map contact and resource metadata to the payload.
Deliver lead magnet and enroll contact to nurture
Automatically monitor lead magnet download activity across Close and Bento. Create and update when magnet downloaded, custom activity logged, or contact matched—so you can add tags, stop enrollments for opted out contacts, and enroll into delivery sequences without manual tagging and enrollment.
How this automation enrolls delivery sequences
When lead magnet download activities trigger unfiltered outreach, customers and opted-out contacts can get enrolled incorrectly. This automation tags the right contacts, filters out ineligible records, and subscribes them to the correct delivery sequence—so your team can scale nurture without manual enrollment checks.
Closeor swap with your favorite app
2.Adds marketing tag for resource
Integrate Bento and email routing tools to add a marketing tag for the downloaded resource and map recipient and tag labels.
Bentoor swap with your favorite app
3.Stops flow for opted out records
Integrate Filter by Zapier and CRM status checks to verify contact status and opt-out flags and halt enrollment for ineligible contacts.
Filter by Zapieror swap with your favorite app
4.Pauses to let writes settle
Integrate Delay by Zapier and timing controls to pause briefly so CRM updates finish before subscribing the contact.
Delay by Zapieror swap with your favorite app
5.Subscribes contact to delivery sequence
Integrate Close and marketing sequence tools to subscribe the contact to the right delivery sequence based on resource type.
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Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM updates
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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