1.Detect new lead status entry
Integrate Close to detect the configured subaccount status event and trigger downstream lead creation.
Create and assign sub-account lead on status change
Automatically monitor new lead status entries across Close and route subaccount lead creation. Create and update assigned leads when status triggers in Close β so you can balance ownership, assign reps, and add routing notes without manual CRM entry.
How this automation assigns subaccount leads in Close
When a primary lead enters a configured status, manual entry can delay routing. This automation increments assignment counters, calculates an owner index, creates and updates subaccount leads in Closeβso your team can contact the right owner quickly.
Closeor swap with your favorite app
2.Increment assignment counter
Integrate Storage by Zapier and data persistence tools to increment a counter key and return the new numeric value.
Storage by Zapieror swap with your favorite app
3.Compute round robin index
Integrate Formatter by Zapier and formula tools to apply a MOD calculation and convert the counter into an index.
Formatter by Zapieror swap with your favorite app
4.Lookup owner identifier
Integrate Formatter by Zapier and lookup tools to map the index to an owner identifier for assignment.
5.Create subaccount lead
Integrate Close and CRM field mapping tools to create a new lead and set the subaccount lead status.
6.Assign owner and route note
Integrate Close and CRM update tools to assign the owner and add a short routing note to the lead.
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