I use Smart Views in Close CRM (they are like standing search queries which show Leads/Contacts matching certain filters, e.g. emailed me yesterday - the list of contacts matching the filters changes dynamically).
Objective: I want to send the list of leads for each ‘smart view’ to Hubspot and tag each lead with a field identifying the smart field it is in. e.g. I have a smart view: Leads who emailed me yesterday. In Hubspot I have a field “Smart View” which would show “Leads who emailed me yesterday”.
Work Thus far:
**Zapier for Close has an exact trigger for this - “New Lead in Search Query / Smart View in Close” which unfortunately only seems to work some of the time. The test cases always work, and I’ve been able to trigger it a few times, but often it does not trigger.
I assume this is because of how Close updates the smart views OR is related to timing in some way. I’m not sure, but I cannot figure out what the cases are where it does or does not trigger. Zapier has a 15m polling clock I believe also which may be complicating this.
But I imagine this should be possible because it’s quite simple AND because Zapier has a trigger built exactly for this.
If anyone has experience with this Close Trigger OR perhaps some way to do this more simply I haven’t thought of, would GREATLY appreciate any advice!
Thanks
