1.Detects new lead in Close
Integrate Close and CRM tools to detect new lead so you can start prequalification for the lead data.
Send new leads through qualification and forward results
Automatically watch Close new lead events across lead management tools. Get enrichment routed by qualification results when new lead created, lead ingestion finishes, or qualifying activity returnsβso you can prequalify leads, filter outcomes, and forward details without manual lead triage.
How this automation accelerates your lead qualification
When new leads arrive faster than qualification workflows can run, triage stalls and high potential leads get missed. This automation delays intake, posts lead data for prequalification, searches for returned activity, and forwards enrichment so your team can qualify leads at speed.
Closeor swap with your favorite app
2.Waits before qualification call
Integrate Delay by Zapier and workflow timers to wait briefly so you can allow initial ingestion before you call out.
Delay by Zapieror swap with your favorite app
3.Posts lead data to endpoint
Integrate Webhooks by Zapier and form payload tools to POST lead fields and Lead ID to your prequalification endpoint.
Webhooks by Zapieror swap with your favorite app
4.Waits for qualification results
Integrate Delay by Zapier and workflow timers to wait after the external call so the service can write back results.
5.Searches custom activity by Lead ID
Integrate Close and activity search tools to search custom activity by Lead ID so you can find returned qualification matches.
6.Continues only for qualifying matches
Integrate Filter by Zapier and routing rules to continue only when the activity search returns a match.
Filter by Zapieror swap with your favorite app
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Accelerate sales-ready lead flow with automated scoring updates, qualification routing, and rep notifications
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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