1.Detect new lead created
Integrate Close to detect each new lead created and to pass the lead reference and submission fields into your workflow.
Send new lead notification emails to your sales inbox
Automatically monitor new lead created across Close and Mailgun. Get instant email alerts when qualifying leads arrive or lead details are ready or duplicates are reducedβso you can notify sales, include enriched context, and avoid manual lead routing without manual routing.
How this automation notifies your sales team faster
When new lead created, delays can slow outreach and create missed handoffs. This automation filters test and audience leads, enriches lead details, and sends internal email summariesβso your team can respond at the right moment.
Closeor swap with your favorite app
2.Filter test and audience
Integrate Filter by Zapier to continue only for qualifying leads by excluding test and demo submissions and non customer audience entries.
Filter by Zapieror swap with your favorite app
3.Delay for 7 minutes
Integrate Delay by Zapier to wait 7 minutes so enrichment can land and near term dedupe reduces duplicate notifications.
Delay by Zapieror swap with your favorite app
4.Find Lead by lead ID
Integrate Close to find the lead by lead ID and pull enriched contact and company details for the email summary.
5.Send lead notification email
Integrate Mailgun and email delivery tools to send a mapped subject and body to your configured internal notification address.
Mailgunor swap with your favorite app
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Accelerate sales handoff with automated lead routing, rep alerts, and CRM updates
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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.
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