1.Monitor new leads in search query
Integrate Close, CRM routing tools, and contact fields to capture new lead metadata and route variables.
Notify assigned rep of new lead by email
Automatically detect new lead arrivals across Close and Gmail. Instantly send owner email alerts when matching owner rules apply, so you can route follow-up without manual follow-up.
How this automation notifies assigned reps by email
When new leads appear in the configured search view, delays can slow outreach to the right owner. This automation monitors new lead intake, pauses briefly for verification, and sends the assigned rep an emailβso your team can follow up fast.
Closeor swap with your favorite app
2.Pause flow for 5 minutes
Integrate Delay by Zapier and automation timing tools to pause the flow and allow quick lead record edits.
Delay by Zapieror swap with your favorite app
3.Pass only matching owner leads
Integrate Filter by Zapier and lead routing rules to continue only when the mapped owner field matches.
Filter by Zapieror swap with your favorite app
4.Send owner email notification
Integrate Gmail and email templates to send the assigned rep a targeted message after the delay.
Gmailor swap with your favorite app
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Explore all lead routing automations
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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