1.Monitors new lead creation
Integrate Close and lead management tools to catch each new lead creation event and route it for qualification.
Assign new leads by round robin and create tasks
Automatically monitor new lead creation in Close across Close, Filter by Zapier, Storage by Zapier, and Code by Zapier. Create and update follow-up ownership and tasks when new lead is created, lead enters your pipeline, or lead matches qualificationβso you can balance assignments, update owners, and create next steps without manual lead tracking.
How this automation rotates owners and keeps follow-up moving
When new leads appear in Close, delayed assignment and unclear next steps can stall pipeline progress. This automation filters qualifying leads, rotates owner selection, and creates follow-up tasksβso your team can respond with clear, timely actions.
Closeor swap with your favorite app
2.Filters qualified leads
Integrate Filter by Zapier and lead filters to continue only for leads matching your regional or qualification criteria.
Filter by Zapieror swap with your favorite app
3.Increments rotation counter
Integrate Storage by Zapier and data storage to increment a persistent counter for rotation state.
Storage by Zapieror swap with your favorite app
4.Selects next owner
Integrate Code by Zapier and routing logic to run a script that chooses the next owner from your configured list.
Code by Zapieror swap with your favorite app
5.Updates lead owner field
Integrate Close and CRM fields to update the configured lead owner custom field for the matched lead ID.
6.Creates assigned task
Integrate Close and task management to create a same day follow up task assigned to the selected owner.
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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Step 1
Connect your tools
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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