1.Monitor new lead in smart view
Integrate Close to detect a new lead in smart view and trigger commission tracking automatically.
Add commission record and note for newly added leads
Automatically detect new lead appears in a configured smart view across Close. Create and update when commission records are missing, owners need assignment, or notes lack contextβso you can capture commission details, link records to leads, and prevent manual commission entry.
How this automation creates commission records for every lead
When new leads appear in a configured smart view, missed commissions can lead to delays and incorrect ownership. This automation monitors lead creation in Close and then creates commission records and adds internal lead notesβso your team can keep commission tracking accurate.
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2.Creates commission record linked to lead
Integrate Close and custom objects to create a commission record linked to the lead and map commission fields.
3.Creates note on lead
Integrate Close and lead notes to add an internal note summarizing the assignment and include commission details.
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