1.Detects new leads in smart view
Integrate Close, CRM platform, and lead routing tools to detect new leads in a configured smart view.
When new leads appear in a configured smart view, unassigned owners slow down response times. This automation detects qualifying leads and looks up lead records and updates owner fieldsβso your team can route instantly.
Integrate Close, CRM platform, and lead routing tools to detect new leads in a configured smart view.
Integrate Close and CRM data lookup tools to look up the lead record by the trigger lead ID.
Integrate Close and owner assignment rules to update the lead record and set the lead owner.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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