1.Detect new lead creation
Integrate Close to map the new lead id and source fields for downstream routing decisions.
Assign new leads with weighted routing for follow-up
Automatically detect new leads in Close across lead routing and assignment workflows. Create and update when lead created, lead in search query, or lead from external sourceβso you can filter leads, pick weighted owners, and update records without manual follow-up.
How this automation assigns leads faster
When a new lead is created in Close, unprioritized assignments can stall follow-up. This automation filters qualifying leads, selects a weighted owner, and updates lead ownershipβso your team can reach the right rep quickly.
Closeor swap with your favorite app
2.Filter qualifying lead sources
Integrate Filter by Zapier and lead source rules to continue only for external leads and stop internal-source leads.
Filter by Zapieror swap with your favorite app
3.Select weighted owner identifier
Integrate Code by Zapier and routing logic to compute weighted selection and output a chosen owner identifier.
Code by Zapieror swap with your favorite app
4.Update assigned lead owner
Integrate Close and CRM updates to set the assigned owner field for the matched lead record.
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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
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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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