1.Detects new website form request
Integrate Close and form submission mapping tools to detect a new website form request and centralize submission fields.
Update leads from website form and assign owner
Automatically monitor website form request activity across Close. Automatically create and update CRM leads when form requests arrive, new website submissions appear, or lead messages get submittedβso you can verify emails, score fit, and assign owners without manual lead follow-up.
How this automation routes qualified leads faster
When website form requests come in, unverified emails and missing context can slow down who follows up. This automation verifies emails, enriches fit signals, and updates CRM leads and tasksβso your team routes leads to the right owner immediately.
Closeor swap with your favorite app
2.Verifies submitted emails
Integrate Hunter and email validation tools to verify the submitted email and set email verification status.
Hunteror swap with your favorite app
3.Fetches company signals and score
Integrate Lead Score by Zapier and enrichment reporting tools to fetch company-level signals and map fit fields.
Lead Score by Zapieror swap with your favorite app
4.Generates priority classification
Integrate ChatGPT (OpenAI) and summarization tools to create a conversation and return High, Medium, or Low priority.
ChatGPT (OpenAI)or swap with your favorite app
5.Updates lead and creates follow-up task
Integrate Close and CRM task tools to find or create a lead, update custom fields, assign an owner, and create the task.
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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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