1.Detect lead status entry
Integrate Close to detect when a lead enters your configured intake status to start enrollment and outreach.
Send onboarding sequence and outreach to new leads
Automatically monitor lead status changes across Close and Zapier for new intake entries. Get instant onboarding outreach when leads enter configured status or qualify by referrer or enrollment starts—so you can enroll in sequences, send email or SMS, and report without manual follow-up.
How this automation accelerates first contact outreach
When a lead enters your configured status, delays can cost early engagement. This automation enrolls qualifying leads into a Close sequence and then sends the first email or SMS immediately—so your team can respond without manual follow-up.
Closeor swap with your favorite app
2.Qualify referrers and intake
Integrate Filter by Zapier to continue only for qualifying referrers and intake flow entries to block non-qualifying records.
Filter by Zapieror swap with your favorite app
3.Create sequence subscription
Integrate Close to create sequence subscription by mapping contact identifiers to sequence enrollment fields and selecting the sequence.
4.Branch by contact channel
Integrate Paths by Zapier to route to the right send path based on whether a primary email or phone is available.
Paths by Zapieror swap with your favorite app
5.Create email or SMS
Integrate Close to create the first message via configured email template or SMS template and send outreach instantly.
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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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