1.Detect lead status change to lost
Integrate Close and lead status tools to check for configured lost status and allowed contact permission before proceeding.
Send delayed re-engagement message to lost sales lead
Automatically monitor lead status changes across Close and lead records in Zapier Tables. Schedule a delayed re-engagement message when lead status shifts to lost, contact permission is allowed, or leads update as lost—so you can send templated outreach, log the sent note, and create follow-up tasks without manual follow-up.
How this automation sends re-engagement at the right time
When leads are marked lost and permission is allowed, delays can waste the best re-engagement window. This automation waits until the scheduled date, sends the templated message, and logs outreach and follow-up tasks in one flow—so you can recover lost deals faster.
Closeor swap with your favorite app
2.Find the lead task owner
Integrate Zapier Tables and data lookup tools to find the owner record by the lead updater full name.
Zapier Tablesor swap with your favorite app
3.Calculate delay until date
Integrate Formatter by Zapier and time tools to add one month to the last updated timestamp and output an ISO datetime.
Formatter by Zapieror swap with your favorite app
4.Wait until the send datetime
Integrate Delay by Zapier and scheduling tools to pause execution until the formatted delay until date arrives.
Delay by Zapieror swap with your favorite app
5.Search and send templated message
Integrate Superchat and templated messaging tools to search by primary phone and send the configured message with variables.
Superchator swap with your favorite app
6.Log note and create follow-up task
Integrate Close and CRM task tools to create a sent note and a follow-up task assigned to the chosen owner.
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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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