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Update Close leads for published custom activities in Close

Keep your lead data up to date by automatically updating a lead whenever a custom activity is published in Close. This integration ensures that lead records reflect the latest interactions and activities, helping your sales team stay informed.

Keep your lead data up to date by automatically updating a lead whenever a custom activity is published in Close. This integration ensures that lead records reflect the latest interactions and activities, helping your sales team stay informed.

  1. When this happens...
    CloseClose
    Published Custom Activity

    Triggers when a Custom Activity is published (saved).

    TriggerInstant
  2. automatically do this!
    CloseClose
    Update Lead

    Updates an existing Lead.

    ActionWrite
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Supported triggers and actions

  • Close triggers, actions, and search

    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
    Try It
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
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    • Field(s) Required to Trigger

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Polling
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    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
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About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.