1.Captures list property record
Integrate BatchLeads and list event inputs to capture the incoming property record and core contact details.
Create new CRM lead from batch list entry
Automatically monitor property added to list events across BatchLeads and Close. Create and update when a new batch list entry arrives or contacts are missingβso you can create leads, generate linked tasks, and route follow-up without manual data entry.
How this automation accelerates new lead follow-up
When property added to list events come in, delayed entry can stall outreach and miss high-intent moments. This automation captures batch list details, creates Close lead records, and generates linked follow-up tasksβso your team can act fast.
BatchLeadsor swap with your favorite app
2.Creates CRM lead
Integrate Close, contact fields, and lead mapping to create a lead with address, contact channels, and source details.
Closeor swap with your favorite app
3.Creates follow-up task
Integrate Close and task planning to create a follow-up task linked to the new lead with assignee and due date.
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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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