1.Detect lead not interested event
Integrate Instantly to map lead not interested event fields to search inputs for CRM lookup.
Update lost leads and add note in CRM
Automatically monitor lead not interested events across Instantly and Close. Create and update lost lead records and notes when interest declines, not interested replies, or outreach opt outsβso you can update statuses, add audit notes, and prevent duplicate handling without manual follow-up.
How this automation updates your lost lead records
When lead not interested events land in your inbox, delays can leave CRM data stale and outreach decisions misinformed. This automation finds the matching lead, filters redundant updates, and updates lead status while creating a noteβso your team can keep records accurate.
Instantlyor swap with your favorite app
2.Find lead in Close
Integrate Close to locate the existing lead record by email and fallback identity so you can avoid duplicate handling.
Closeor swap with your favorite app
3.Filter by CRM exclusion status
Integrate Filter by Zapier to continue only when lead status is not already an exclusion status, preventing redundant updates.
Filter by Zapieror swap with your favorite app
4.Delay before write back
Integrate Delay by Zapier to pause for 1 minute so concurrent updates can settle before writing lead changes.
Delay by Zapieror swap with your favorite app
5.Update lead and create note
Integrate Close to update the lost status and create a plain-text note with event summary and campaign context.
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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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