1.Detects lead status change
Integrate Close, lead mapping, and CRM data tools to detect status changes and map lead reference to lead id.
When a lead enters a new status, scheduled outreach can keep running and waste effort. This automation detects status changes, finds an active 7-day follow-up subscription, and deletes it—so your team stops sends immediately.
Integrate Close, lead mapping, and CRM data tools to detect status changes and map lead reference to lead id.
Integrate Close and subscription lookup tools to search for the configured 7-day follow-up subscription and return the first match.
Integrate Zapier Filters and record validation to continue only when a subscription match was found for the lead.
Integrate Close and CRM updates to update the subscription status to deleted and optionally add a cancellation note.
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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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