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Zapier integration: Add a lead to Close CRM when marked as Interested in Instantly

Follow the tutorial to create a Zap: when a lead is marked as Interested, add it to Close CRM

Updated over 2 weeks ago

You can use Zapier to automatically add a lead to Close CRM when it's marked as Interested in Instantly.

Here are the step-by-step instructions:

  1. Go to Integrations β€”> App β€”> Copy Zapier API Key

  2. In your Zapier account, click on Create new Zap, select Instantly and New Event

  3. Select Instantly account or connect it by pasting the Zapier API key.

  4. In the Configure tab, select the campaign and for event type, choose 'Lead is marked as interested.'

  5. Test the trigger. You can hover the cursor over the 'Event' to check the details and the reply text from the lead.

  6. Then click + to add Close and select event: Create Lead.

  7. Sign in to your Close account to connect it with Zapier.

  8. Map your fields.

  9. Run a test to make sure your Zap works and Publish it. Check your Close account to confirm if the test lead has been added.

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