1.Monitors manual lead activities
Integrate Close and CRM activity tracking to detect manual custom activity runs for a configured lead action.
When manual lead enrichment is triggered as a custom activity but is handled outside your CRM, enriched profiles lag and lead data becomes inconsistent. This automation monitors custom activity runs and posts enrichment payloads and updates lead fieldsβso your team can act on fresh context without manual follow-up.
Integrate Close and CRM activity tracking to detect manual custom activity runs for a configured lead action.
Integrate Filter by Zapier to check the activity type and continue only when the run is manual.
Integrate Close and lead matching tools to locate the lead by lead ID or lead reference and halt on no match.
Integrate Webhooks by Zapier and enrichment endpoints to POST contact fields and lead references as a form payload.
Integrate Close and enrichment fields tracking to update configured lead fields with enrichment flags when available.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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