1.Detect new smart view lead
Integrate Close and lead routing tools to catch new leads in a Smart View and start the workflow.
Assign inside sales leads and create follow-up tasks
Automatically monitor new leads in Smart View across Close and Google Sheets. Assign owners and create follow-up tasks when leads appear, route by configured table, and update worksheet owner fieldsβso you can protect lead handoffs, scale follow-ups, and keep owners accountable without manual routing.
How this automation assigns inside sales owners
When new leads appear in a configured Smart View, manual routing can stall response times and leave follow-ups unassigned. This automation logs each lead, routes ownership, updates the lead owner, and creates follow-up tasksβso your team can act on intent fast.
Closeor swap with your favorite app
2.Creates worksheet row for lead
Integrate Google Sheets and spreadsheet mapping tools to create a new row and log the lead fields.
Google Sheetsor swap with your favorite app
3.Routes to selected owner path
Integrate Paths by Zapier and routing logic to choose the next owner based on the new sheet row indicator.
Paths by Zapieror swap with your favorite app
4.Updates owner and creates task
Integrate Close and task tracking tools to update the lead owner and create an incomplete follow-up task.
5.Writes assigned owner to sheet
Integrate Google Sheets and reporting tools to update the same row with the assigned owner name.
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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