Create a Close lead from every new Zendesk user
Give sales a clean starting point the moment a new Zendesk user arrives.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create Lead
This tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, website url, lead status, contacts, and addresses. it operates by sending a request to the api endpoint /lead/ on the close crm platform.
Why this helps
Potential customers can disappear between support signup and sales follow-up.
- Reduce duplicate data entry
- Preserve support context for sales
- Create a consistent handoff
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Close in the Notis portal.
- 2Create a new automation and name it for the Zendesk to Close handoff.
- 3Tell Notis to create a Close lead for each new Zendesk user and include available contact and profile context.
- 4Choose the Zendesk New User Created trigger and select a report channel.
- 5Test with one real new user and review the run report.
Questions about this workflow
What happens if the Zendesk user has limited details?
Notis can create the lead with the information Zendesk provides and leave unavailable details out.
Can this support a sales handoff?
Yes. The lead can include the user's available profile and support context for the next follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Close. A trigger fires from one place; an action lands in another.
Zendesk triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
This tool creates a new sms message in close. the tool allows sending immediate sms messages or logging received sms messages using the provided phone numbers and message content. it includes parameters such as local phone, remote phone, text, status, and source.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a new call record in close.com. this tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead id, direction, and optional support for contact id, phone, duration, note, recording url, and user id.
New User Created
Triggered when a new user is created in Zendesk.
Create Lead
This tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, website url, lead status, contacts, and addresses. it operates by sending a request to the api endpoint /lead/ on the close crm platform.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Create Task
This tool creates a new task in close.com. tasks are used to track to-do items and can be associated with leads. the tool will create a task with the specified parameters using the provided text, due date, and is complete flags.
Delete Call
This tool allows you to delete a specific call activity in close.com. it is useful for removing incorrectly logged calls or cleaning up call records. the action deletes a call activity using its unique call id and cannot be undone.
Get Notes
This tool retrieves a list of note activities from close. it allows users to fetch notes with optional filtering parameters, including filtering by lead id, user id, and date ranges. the tool returns details such as note content, creation and update dates, and any associated attachments.
Connect any two apps with Notis in the middle.
Zendesk and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Close.