1.Monitor new lead creation
Integrate Close to detect new lead creation and trigger routing when leads match your configured status.
Notify lead owner and team on new lead
Automatically detect new lead creation in Close across lead routing. Send owner email and team Slack alerts when leads enter the configured status and have an assigned ownerβso you can triage leads fast, confirm owner details, and keep everyone aligned without manual follow-up.
How this automation accelerates lead triage
When a new lead is created without timely owner notification, triage delays and follow-up gaps grow. This automation watches Close for new leads, filters qualifying records, formats details, then sends owner email and team Slack alertsβso your team can respond quickly.
Closeor swap with your favorite app
2.Filters leads by status and owner
Integrate Filter by Zapier and routing rules to continue only when leads have an assigned owner and configured status.
Filter by Zapieror swap with your favorite app
3.Formats timestamp and maps owner
Integrate Formatter by Zapier and lookup steps to format the created date and map owner ID to display name.
Formatter by Zapieror swap with your favorite app
4.Sends email to lead owner
Integrate Gmail and messaging templates to send a formatted lead summary with contact fields and the mapped timestamp.
Gmailor swap with your favorite app
5.Posts team lead alert
Integrate Slack and CRM linking to post a concise channel message with qualification fields, owner mention, and lead record link.
Slackor 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.
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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.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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