1.Detect new link click activity
Integrate lemlist and email engagement tracking to detect link click activity and trigger lead matching.
Update CRM lead and log email click activity
Automatically monitor link click activity across lemlist and Close. Create and update CRM context when link clicks register, campaign links get clicked, or email activity arrivesβso you can update leads, add campaign notes, and alert reps without manual triage.
How this automation updates CRM lead context
When link click activity arrives, delays can leave reps without engagement context and missing records unaddressed. This automation finds leads, updates lead fields and notes, and alerts the teamβso your team can respond with accurate click context.
lemlistor swap with your favorite app
2.Find lead by email
Integrate Close and CRM data connectors to look up the matching lead by the lemlist activity email.
Closeor swap with your favorite app
3.Branch when lead exists
Integrate Filter by Zapier and workflow branching tools to continue for found leads and skip when missing.
Filter by Zapieror swap with your favorite app
4.Update lead click tag
Integrate Close and CRM fields mapping to update lead details and set the email click engagement tag.
5.Create lead campaign note
Integrate Close and note-taking and logging tools to add click metadata as a plain-text campaign note.
6.Alert team about missing lead
Integrate Slack and team communication tools to notify a channel when no matching lead is found.
Slackor swap with your favorite app
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