1.Detect manual intake activity
Integrate Close and CRM activity data to detect a new manual intake activity and start routing lead data.
Send segmented lead data to verification and intake
Automatically monitor manual intake activity across Close for lead routing workflows. Automatically route intake payloads when manual intake starts, lead ID is submitted, or intake selection changesβso you can submit verification requests, start credit-only intake, and capture structured lead data without manual routing.
How this automation routes lead intake faster
When manual intake requests sit unprocessed, leads can be sent to the wrong verification flow or delayed. This automation monitors Close intake activity, branches by intake selection, and posts structured payloads to the correct intake endpointβso your team routes leads without delay.
Closeor swap with your favorite app
2.Find lead by lead ID
Integrate Close and CRM lookup tools to find the lead record and retrieve primary contact fields for the payload.
3.Branch by intake selection
Integrate Paths by Zapier and routing rules to branch intake logic and continue only for configured intake selections.
Paths by Zapieror swap with your favorite app
4.POST payload to intake endpoint
Integrate Webhooks by Zapier and payload mapping to POST email, names, phone, and intake metadata to the correct endpoint.
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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