1.Monitor new lead in smart view
Integrate Close to detect new leads and begin the lead handoff workflow.
Create new sales opportunity from incoming marketing leads
Automatically monitor new leads in Close across lead handoff workflows. Create and update opportunities when new lead is added or appears in a smart view or matches qualifying criteriaβso you can find lead details, filter qualifying records, and assign owners without manual lead qualification.
How this automation creates sales opportunities for faster outreach
When new leads arrive but ownership and pipeline records stay manual, reps wait and outreach misses timing. This automation finds leads and filters qualifying records and creates opportunities in Closeβso your team can respond faster.
Closeor swap with your favorite app
2.Find lead by email
Integrate Close and contact enrichment tools to match lead email and pull contact data.
3.Filter by qualification criteria
Integrate Zapier and routing rules to continue only for qualifying records by source or campaign.
Email by Zapieror swap with your favorite app
4.Create opportunity and assign owner
Integrate Close and CRM pipeline workflows to create the opportunity, map fields, and assign an owner.
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Accelerate sales handoff with automated lead routing, rep alerts, and CRM updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
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Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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