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How to Use Close Forms with Workflows (and Never Miss a Lead Again)

Close’s native Forms and Workflow tools let inbound teams capture a prospect’s information and instantly trigger a series of automated actions. When a form is submitted, a lead is created or updated in the CRM, assigned to an owner, set to a predefined status, and a call task is generated within minutes. The workflow also pushes a Slack notification, ensuring the sales rep knows to act immediately. This end‑to‑end automation cuts the lag between interest and outreach, turning a manual hand‑off into a real‑time sales engine.