1.Detect new booked lead in smart view
Integrate Close to detect a new lead in a configured smart view and find matching opportunity details.
Notify your team of booked leads immediately for follow-up
Automatically monitor booked leads entering Close smart views across Close, Airtable, Formatter by Zapier, and Slack. Create and update when a booked lead appears, a lead enters the configured smart view, or a new opportunity is linkedβso you can post Slack alerts, format follow-up times, and mark notifications sent without manual follow-up.
How this automation protects booked lead follow-up
When a booked lead appears in a Close smart view, delays can break routing timing and slow follow-up. This automation looks up the right opportunity, enriches rep context, posts a Slack alert, and updates the opportunity notification fieldβso your team can respond fast.
Closeor swap with your favorite app
2.Find opportunity by lead ID
Integrate Close and CRM data to map the lead ID to an opportunity and surface the opportunity title and scheduled datetime.
3.Lookup rep record by owner name
Integrate Airtable to map the lead owner name to a rep record and retrieve the team or notification tag.
Airtableor swap with your favorite app
4.Format scheduled datetime for display
Integrate Formatter by Zapier to convert the opportunity datetime into a human-friendly formatted date and time string.
Formatter by Zapieror swap with your favorite app
5.Post channel message with context
Integrate Slack to post a team alert with lead name, record link, opportunity title, and scheduled time.
Slackor swap with your favorite app
6.Update opportunity notification status
Integrate Close to set the configured notification field to indicate the alert was sent for tracking.
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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Step 1
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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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