1.Detect lead updated assignment changes
Integrate Close and lead routing tools to detect lead reassignment and to route with the updated lead ID.
Route reassigned leads to owner intake workflow immediately
Automatically detect Close lead updated events across Close and routing endpoints. Automatically route when lead assignment changes, ownership updated, or assignee identifier switchesβso you can send owner intake details, post matching webhook payloads, and forward unmatched leads without manual routing.
How this automation accelerates owner onboarding
When leads are reassigned in Close, delays can stall onboarding and create handoff confusion. This automation uses Close and routing paths to find lead details and POST owner intake payloadsβso your team can start the right workflow without manual routing.
Closeor swap with your favorite app
2.Find lead by lead ID
Integrate Close and CRM mapping workflows to look up the lead by lead ID and build the payload fields.
3.Route by assignee identifier
Integrate Paths by Zapier and routing rules to create routing paths per owner and continue only for qualifying records.
Paths by Zapieror swap with your favorite app
4.Post owner intake webhook
Integrate Webhooks by Zapier and intake endpoints to POST the payload with contact email and key lead fields.
Webhooks by Zapieror 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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