1.Detect new lead in smart view
Integrate Close and CRM tools to detect a new lead in your configured smart view to route activity logging.
Update lead status and log call on sheet
Automatically search for related call activity across Close and Google Sheets. Create and update when qualifying activity results appear so you can update lead attendance, assign rep ownership, and append tracking rows without manual logging.
How this automation updates your attended leads
When qualifying call activity is missed for a lead, attendance and ownership data becomes unreliable. This automation searches activity results, finds the right rep, updates the lead record, and appends a tracking rowβso your team can report on attended activity without manual logging.
Closeor swap with your favorite app
2.Search for qualifying activity
Integrate Close and call activity filters to search for related call or activity and continue only for qualifying results.
3.Find sales rep by user ID
Integrate Airtable and data lookup tools to find the sales rep record by activity user ID to pull rep display name.
Airtableor swap with your favorite app
4.Update lead attendance and owner
Integrate Close and CRM fields to update the lead record attendance flag and rep owner mapping to complete attendance tracking.
5.Append tracking row to worksheet
Integrate Google Sheets and reporting tools to append a tracking row with lead references, contacts, rep name, and activity notes.
Google Sheetsor swap with your favorite app
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Capture complete sales records with automated email logging, meeting logging, and call logging
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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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