1.Monitor new sale attribution
Integrate Hyros and conversion analytics tools to detect attributed sale events and capture purchaser identifiers and attribution source.
Update lead with sale attribution and CRM note
Automatically monitor Hyros new sale attributed events across Hyros and Close. Create and update when attribution arrivesβso you can update lead attribution, save campaign context, and attach audit notes without manual CRM updates.
How this automation records sale attribution in your CRM
When new sale attributed events trigger, attribution can sit unused and reps can miss campaign context. This automation finds matching leads, updates attribution fields and summary, and creates audit notesβso your team can keep CRM records accurate.
Hyrosor swap with your favorite app
2.Find lead by purchaser email
Integrate Close and email lookup tools to match purchaser email to a lead email and locate the correct lead record.
Closeor swap with your favorite app
3.Update lead attribution fields
Integrate Close and CRM field mapping tools to write attribution source and campaign identifiers into configured fields.
4.Create audit note on lead
Integrate Close and note logging tools to create a timestamped audit note with attribution source and sale summary.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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