Turn company research into a Close lead
Bring a researched company into Close with the details you already verified.
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
Manually entering company research into a CRM slows down the move from discovery to sales work.
- Create a lead using supplied company information.
- Include optional contact details only when provided.
- Keep the lead description based on verified research.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe which supplied company and optional contact details to include in the lead.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one researched company and inspect the created Close lead.
Questions about this workflow
Can this find contacts in Aeroleads by itself?
No Aeroleads trigger or lookup action is listed here. The webhook request must carry the company and contact details available to the automation.
Can it set a lead status?
The Close action supports a lead status. State the desired status in the instruction and use a value appropriate to your Close setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Close. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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