1.Detect new interested reply event
Integrate Instantly and email routing tools to detect new interested reply events and trigger lead capture.
Create and assign CRM lead from interested email
Automatically monitor interested reply events across Instantly and Close. Create and update when email replies arrive or contacts match or new domains appearβso you can update lead records, enrich lead websites, and assign follow-up tasks without manual data entry.
How this automation turns replies into assigned CRM leads
When interested reply events land, leads can sit unprocessed and reps lose the same-day chance to reach out. This automation searches contacts, updates or creates lead records, and assigns follow-up tasksβso your team can respond quickly.
Instantlyor swap with your favorite app
2.Search contact by email
Integrate Close and CRM lookup tools to match the reply email to existing contacts and decide whether to update.
Closeor swap with your favorite app
3.Update lead record and create task
Integrate Close and task tools to update lead fields and create an assigned follow-up task with a due date today.
4.Split reply email and map domain
Integrate Formatter by Zapier and data enrichment tools to extract the domain and map it to the lead website.
Formatter by Zapieror swap with your favorite app
5.Create new lead and primary contact
Integrate Close and contact management tools to create a new lead and primary contact with the configured stage and tag.
6.Create assigned follow-up task
Integrate Close and task tools to create a follow-up task assigned to the configured owner with a due date today.
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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