1.Watch saved smart view leads
Integrate Close and lead routing tools to monitor smart view lead arrivals and start enrollment for new prospects.
Enroll smart-view leads into sales email sequence for follow-up
Automatically monitor new leads in saved smart views across Close. Get instant enrollment when smart view lead appears, leads match a saved view, or a new lead ID is detected—so you can create sequence subscriptions, pull lead context, and tag enrolled records without manual follow-up.
How this automation accelerates email follow-up enrollment
When new leads appear in a saved smart view, missed or delayed follow-up can slow revenue. This automation retrieves lead records and creates bulk sequence subscriptions and updates enrolled fields—so your team can follow up consistently.
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2.Find lead and map fields
Integrate Close and CRM data mapping tools to retrieve the canonical lead record and map source fields to the lead.
3.Create bulk sequence subscription
Integrate Close and email sequence tools to subscribe the lead to the configured sequence and map recipients.
4.Update enrolled lead field
Integrate Close and CRM tagging tools to update a designated lead field or tag so reps can filter enrolled prospects.
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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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