1.Detect new call attribution
Integrate Hyros and call analytics tools to capture new call attribution details for CRM matching.
Update lead attribution from tracked phone calls automatically
Automatically monitor new call attribution across Hyros and Close. Capture attribution when call attributed, tracked call completes, or source data arrivesβso you can update lead custom fields, preserve attribution history, and create missing leads without manual data entry.
How this automation updates your lead attribution
When new call attribution lands in Hyros, source context can get lost in manual CRM entry. This automation finds matching leads, updates attribution fields, and creates missing leadsβso your team reports on origins instantlyβwithout chasing data.
Hyrosor swap with your favorite app
2.Find matching lead
Integrate Close and CRM lead search tools to locate a lead by phone and email for attribution updates.
Closeor swap with your favorite app
3.Branch on lead match
Integrate Filter by Zapier and routing rules to continue the update path when a lead exists, or the create path when missing.
Filter by Zapieror swap with your favorite app
4.Update lead attribution
Integrate Close and CRM custom fields to map attribution name, first source, last source, and call timestamp.
5.Create lead with attribution
Integrate Close and CRM lead creation tools to create a new lead and populate call source attribution fields.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
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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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