1.Detects email opened events
Integrate Instantly, event payload tools, and email tracking to capture email opened events and map sender and recipient data.
Update lead status on email opens in CRM
Automatically monitor email opened events across Instantly and Close. Update CRM lead status when campaign opens, mapped leads activate, or engagement fields changeβso you can align marketing and sales without manual reporting.
How this automation updates your lead status
When email opened events arrive for a campaign, delays can hide engagement signals from both teams. This automation filters the event and finds leads, then updates CRM lead status and engagement fieldsβso your team can act immediately.
Instantlyor swap with your favorite app
2.Filters and captures event payload
Integrate Instantly and campaign filtering tools to filter for the configured campaign and capture the event payload for mapping.
3.Finds lead by mapped email
Integrate Close and CRM lookup tools to search leads by the mapped email and continue only for qualifying records.
Closeor swap with your favorite app
4.Updates lead status and fields
Integrate Close and CRM field mapping tools to set the configured lead status and map engagement fields into custom fields.
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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