1.Monitors opportunity status change
Integrate Close and CRM reporting tools to trigger on won status changes and pass the opportunity contact payload into the workflow.
Send onboarding message and add contact to list
Automatically monitor opportunity status changes across Close and qualifying program purchases across Zapier tools. Send onboarding messages and update outreach audiences when deals close as wonβso you can add contacts, normalize fields, and launch intake without manual coordination.
How this automation accelerates customer intake
When opportunity status changes to won for a qualifying program, delays can slow onboarding and handoffs. This automation filters qualifying purchases, normalizes contact data, creates or updates outreach contacts, and sends templated welcome messagesβso your team can start intake faster.
Closeor swap with your favorite app
2.Filters qualifying program purchases
Integrate Filter by Zapier and workflow rules to continue only for configured program matches and stop non-qualifying records.
Filter by Zapieror swap with your favorite app
3.Normalizes email and phone
Integrate Formatter by Zapier and data formatting tools to normalize primary email and standardize phone formatting for lookups.
Formatter by Zapieror swap with your favorite app
4.Finds or creates outreach contact
Integrate ActiveCampaign and contact management tools to find or create contacts, add them to outreach lists, and apply tags.
ActiveCampaignor swap with your favorite app
5.Sends templated welcome message
Integrate Superchat and messaging templates to search by phone or email, upsert messaging contacts, and send welcome messages.
Superchator swap with your favorite app
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Launch stronger customer onboarding with automated welcome emails, customer routing, and follow-up triggers
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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
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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