Create Close leads from ActiveTrail signup requests
Put qualified signups into your sales pipeline while the details and context are still fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a new lead in the sales pipeline.
Why this helps
Copying new signups into a CRM adds delay and creates another chance for useful details to be lost.
- Create a sales record from signup details sent to the webhook.
- Keep the original signup context with the lead description when provided.
- Reduce repeated data entry for your team.
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 name it for signup intake.
- 3Describe which supplied signup details should be used to create a Close lead and how incomplete submissions should be handled.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real example request and confirm the resulting lead in Close.
Questions about this workflow
Does ActiveTrail automatically fire this trigger?
The trigger is a Notis webhook. An external form or backend must send the HTTP request; this workflow does not rely on an ActiveTrail trigger event.
What details can be included?
The request can provide signup context such as company and contact details. The automation instruction should tell Notis how to use the information that is actually present.
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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