1.Monitors new custom activity
Integrate Close and prospecting follow-up tracking to map lead reference and booking activity metadata.
When a prospecting follow-up is marked as a booked strategy call, sales can miss important context and timing. This automation maps activity details, formats notes, looks up the booking owner, and posts a Slack alertβso your team can respond faster.
Integrate Close and prospecting follow-up tracking to map lead reference and booking activity metadata.
Integrate Filter by Zapier and Zapier logic to continue only when the activity outcome indicates a booked strategy call.
Integrate Formatter by Zapier and note formatting tools to convert HTML notes into clean Markdown for display.
Integrate Zapier Tables and user directory lookups to find the booking owner by Close user ID and return a display name.
Integrate Slack and team channels to post a context-rich message with owner, booking date, and formatted call notes.
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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
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