1.Monitor contact made activities
Integrate Close to find the lead that matches the activity lead reference to centralize the disposition context.
Update lead status and assign follow-up task to owner
Automatically detect contact made custom activities across Close. Create and update when disposition values map to lead statuses or qualifying records appear or follow up task details are readyβso you can update lead status, create owner tasks, and route follow ups without manual status updates.
How this automation improves follow-up prioritization
When new contact made activities are logged without consistent disposition handling, lead follow up gets delayed and records drift out of sync. This automation finds leads, updates CRM status, evaluates qualifying dispositions, and creates owner tasksβso your team can follow up at the right time.
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2.Updates lead status in CRM
Integrate Close and mapping tools to update the lead record status field based on the activity disposition value.
3.Routes qualifying disposition updates
Integrate Close to evaluate the disposition value and continue only for qualifying records to route updates.
4.Creates owner follow-up task
Integrate Close to create a follow up task by mapping activity owner and due date to assign task execution.
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