1.Creates a lead smart view entry
Integrate Close to detect a new lead in smart view and capture the lead identifier and core lead fields.
Create qualification activity from new lead for follow-up
Automatically monitor new leads in smart views across Close. Create and publish qualification activities for follow-up, retrieve full lead context, and filter qualifying recordsβso you can skip manual qualification steps and speed outreach.
How this automation accelerates follow-up readiness
When new leads land in a smart view, delayed qualification can slow outreach and reduce conversions. This automation captures lead context, filters qualifying records, and creates published qualification activitiesβso your team can follow up faster.
Closeor swap with your favorite app
2.Retrieves full lead record
Integrate Close to search and retrieve the full lead record using the lead identifier for mapping activity metadata.
3.Filters by qualifying setter
Integrate Filter by Zapier to continue only for qualifying records when a setter is present and allow fallback otherwise.
Filter by Zapieror swap with your favorite app
4.Creates published qualification activity
Integrate Close to create a custom qualification activity, map lead and owner fields, set notes, and publish the activity.
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Accelerate sales-ready lead flow with automated scoring updates, qualification routing, and rep notifications
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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