1.Detect new lead in smart view
Integrate Close, lead routing dashboards, and CRM workflow tools to detect new leads in a configured smart view.
Assign new leads to reps and create follow-up task
Automatically detect new leads in configured smart views across Close. Create short call context, assign owners, and generate same day follow-up tasks and audit rowsβso you can route faster without manual lead hunting.
How this automation accelerates same day follow-up and lead audit
When new leads arrive but routing and follow-up need manual setup, response delays and missed tasks can happen. This automation creates call context, reassigns lead ownership, creates follow-up tasks, and logs audit rows in Google Sheetsβso your team can act immediately.
Closeor swap with your favorite app
2.Creates short call record for lead
Integrate Close and CRM workflow tools to create a short call record that maps lead ID to call context.
3.Selects available rep from sales group
Integrate Close and sales routing rules to select an available user and output a user ID for assignment.
4.Updates lead owner field
Integrate Close and CRM field mapping to update the lead owner using the selected user ID.
5.Creates follow-up task for new owner
Integrate Close and task templates to create a due now follow-up task mapped to the new owner and lead.
6.Adds auditing row to worksheet
Integrate Google Sheets and reporting systems to add a row with task date, contact name, and new owner for auditing.
Google Sheetsor swap with your favorite app
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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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