1.Detects new lead in Smart View
Integrate Close and lead routing tools to watch the configured Smart View so you can trigger assignment for paid acquisition leads.
Assign and queue new paid PPC leads for outreach
Automatically monitor qualifying paid acquisition leads in Close Smart View. Create outreach queues when paid leads appear, Smart View matches trigger, or new leads show in search queriesβso you can assign ownership, update call stage, and queue outbound email without manual routing.
How this automation queues outreach for paid leads
When paid acquisition leads land in Smart View, delays can leave reps chasing unassigned records. This automation assigns owners, updates lead status, and creates outbox emailsβso your team can follow up immediately.
Closeor swap with your favorite app
2.Assigns a user to the lead
Integrate Close and assignment rules to assign a user to the lead so the record routes to the right outreach owner.
3.Updates lead record ownership
Integrate Close and CRM fields to update the lead status and owner so the latest call stage shows on the record.
4.Creates outbound email in outbox
Integrate Close and email templates to create an outbound email in the outbox so outreach stays queued for reps.
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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