Create notes on a Close lead when the lead visit on your website is tracked by Leadfeeder
Make sure you know when the sales lead you are chasing visit your website. Harness this information when scheduling the next follow-up and planning what to talk about based on the behavior on your website. Leadfeeder tracks visit of the company that matches specific filtering criteria - e.g. you can insert your top sales leads company names into the filters. Once the visits take place, this Zapier integration creates notes for that lead's Close record. Remember to add the "Find lead" search between the Leadfeeder trigger and creating the note so that the note gets added to the right company.
Note: Choose the custom feed in Leadfeeder so you get only those leads' visits to Close that match your criteria.
How this Leadfeeder-Close integration works
- Leadfeeder identifies a new visit on your website by a company that fits your client profile
- Zapier searches Close for that lead
- Zapier adds a note to the visiting company's Close lead record
Apps involved
- Leadfeeder
- Close
- When this happens...Recurring LeadTriggers when a lead matching your criteria visits your site again. Visit information on the trigger contains data of the first visit during that day.
- automatically do this!Create NoteCreates a new note.
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More things you can do with Leadfeeder and Close
Discover other triggers and actions you can use with Leadfeeder and Close
- AccountRequired
- Custom FeedRequired
Try ItTriggerPolling- AccountRequired
- Search FieldRequired
- Search ValueRequired
ActionSearch- Field(s) Required to Trigger
Try ItTriggerInstant- Limitations
- Contact Smart View IDRequired
Try ItTriggerPolling
- AccountRequired
- Custom FeedRequired
Try ItTriggerPolling- New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItTriggerInstant - Direction
- Completed?
Try ItTriggerInstant- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant









