Follow up on engaged ActiveTrail contacts in Close
Find the campaign responses worth a conversation and put the next step where your sales work already happens.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task to track a to-do item.
Why this helps
Campaign engagement can be easy to miss when it sits outside the CRM, leaving promising conversations without an owner or next step.
- Bring interested contacts into the sales follow-up queue.
- Create concise tasks that explain the engagement context.
- Reduce manual checking across campaign and CRM tools.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe that Notis should review recent campaign engagement, match contacts to Close leads, and create a task for each relevant follow-up.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real campaign example and confirm the task context is useful.
Questions about this workflow
Does this send an email to the contact?
No. This workflow creates Close tasks for your team to review and act on.
What if a contact does not match a Close lead?
Tell Notis how to handle unmatched contacts in the instruction, such as skipping them and noting the count in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Close. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
ActiveTrail and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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