1.Detect new lead enters configured status
Integrate Close and lead status tools to detect the new lead configured status event to trigger a qualification timestamp update.
Set SQL status date when lead status changes
Automatically detect new lead entries in configured status across Close. Create and update when lead enters a qualifying SQL stage, status transitions to qualifying, or SQL status changesβso you can write qualification timestamps, update the correct lead record, and preserve reporting dates without manual reporting.
How this automation updates your SQL status dates
When a lead enters configured status, delays can break routing decisions and skew SQL reporting. This automation detects SQL stage entry, filters qualifying transitions, and updates the lead custom date fieldβso your team can rely on accurate timestamps.
Closeor swap with your favorite app
2.Filter qualifying status transitions
Integrate Filter by Zapier and workflow rules to check status transition conditions to continue only for qualifying records.
Filter by Zapieror swap with your favorite app
3.Update lead custom SQL date field
Integrate Close and CRM record updates to write the qualification timestamp into the lead custom date field.
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