1.Detects new lead status
Integrate Close and CRM syncing tools to enroll program leads when new leads enter the configured status.
Enroll new program leads into nurture and send welcome
Automatically enroll new program leads from Close across CRM and messaging tools. Send welcome emails and conditional SMS when new leads enter qualifying program status—so you can update records, start nurture sequences, and greet contacts without manual follow-up.
How this automation accelerates welcome follow-up for program leads
When new leads are created in Close but follow-ups get delayed, program signups can miss the peak moment to engage. This automation filters qualifying leads and updates records, then adds them to sequences and sends welcome email and SMS—so your team can nurture faster.
Closeor swap with your favorite app
2.Filters to qualifying leads
Integrate Filter by Zapier and intake validation tools to continue only for qualifying leads based on source and campaign indicators.
Filter by Zapieror swap with your favorite app
3.Updates the lead record
Integrate Close and CRM field mapping to update lead identifiers and intake status based on submission details.
4.Adds contact to sequence
Integrate Close and marketing sequences to subscribe the contact to the configured program sequence for nurture.
5.Sends templated welcome email
Integrate Close and email template tools to send the program welcome email to the contact inbox.
6.Checks phone validity
Integrate Filter by Zapier and data validation tools to continue only when the contact phone is present and formatted.
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Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM updates
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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