1.Monitors new leads in Smart View
Integrate Close and CRM data access to detect matching expiring-trial leads and pull lead identifiers.
Send trial expiration SMS reminders to expiring leads
Automatically monitor new lead in Smart View across Close and Google Sheets. Create SMS activity reminders when new lead in Smart View, expiring trial view matches, or lead added to Smart View—so you can book calls quickly, route valid phone leads, and personalize owner CTAs without manual follow-up.
How this automation creates timely SMS reminders for expiring trials
When expiring-trial leads are missed, reps lose the moment to convert before the trial ends. This automation monitors Smart View lead matches and then runs Python and filters records, looks up owner sender details, and creates Close SMS activity—so your team can act on intent faster.
Closeor swap with your favorite app
2.Runs Python to set send flag
Integrate Code by Zapier and automation logic to set send flags based on the current weekday.
Code by Zapieror swap with your favorite app
3.Filters leads for valid sending
Integrate Filter by Zapier and lead validation to continue only when send flag is true and a phone exists.
Filter by Zapieror swap with your favorite app
4.Looks up owner sender details
Integrate Google Sheets and spreadsheet mapping to lookup the owner row and return sender and token details.
Google Sheetsor swap with your favorite app
5.Creates SMS activity for the lead
Integrate Close and messaging workflows to create an SMS activity with the personalized message and phone mapping.
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