1.Detect contact added to group
Integrate Keap and CRM group workflows to detect new group assignments so it can start lead intake.
Create CRM lead and note from group assignment
Automatically monitor contacts added to groups across Keap and CRM workflows. Create and update when contact added to group, email match confirmed, or group assignment qualifiesβso you can find leads, create missing leads, and add intake notes without manual data entry.
How this automation accelerates lead intake context
When a contact lands in a configured Keap group, delays can block reps from getting outreach context. This automation searches Close for a matching lead and creates it when needed, then adds an intake noteβso your team can reach out with clarity.
Keapor swap with your favorite app
2.Search for matching lead
Integrate Close and lead matching tools to find existing leads using contact identifiers so you can reuse records.
Closeor swap with your favorite app
3.Create lead when missing
Integrate Close and contact mapping tools to create new leads when no match exists so group source is captured.
4.Add intake note to lead
Integrate Close and note templates to add a scripted intake note so reps see assignment context instantly.
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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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