1.Monitors new lead in Smart View
Integrate Close, and smart view filters to detect new lead entries in the monitored smart view and start the workflow.
Send owner alert and log lead ownership change
Automatically monitor new lead entries in Smart View across Close. Send Direct Message and create ownership notes when owner details arriveβso you can alert the right rep, capture ownership context, and route without manual follow-up paperwork.
How this automation accelerates lead handoffs
When new leads enter the monitored smart view but owners lack context, handoffs slow and leads stall. This automation looks up the correct owner, creates timestamped ownership notes, and sends direct messagesβso your team can respond immediately.
Closeor swap with your favorite app
2.Looks up the lead owner
Integrate Close and CRM identity tools to find the user by the lead owner identifier and map the owner display name.
3.Creates a timestamped note
Integrate Close and note templates to create a plain-text ownership note and insert owner name and timestamp into the note body.
4.Sends direct message alert
Integrate Slack and messaging routing tools to send a direct message to the found user's Slack account and share the lead details.
Slackor 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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