1.Monitors closed won custom activity
Integrate Close and CRM tools to capture the lead ID and submitted form fields from the closed-won handoff activity.
Create onboarding card and client record from closed deal
Automatically capture closed won handoff form submissions across Close, Zapier Tables, Pipefy, and Gmail. Create and update when onboarding cards get created, CRM notes get logged, and stakeholders get notifiedβso you can manage onboarding without manual handoff tracking.
How this automation creates onboarding cards and accelerates handoffs
When closed won handoff form submissions are missed or not mapped, onboarding gets delayed and stakeholders lose the card link. This automation captures deal payloads, looks up owners and product data, creates a populated onboarding card, logs a CRM note, and sends review emailsβso your team can move faster.
Closeor swap with your favorite app
2.Looks up owner and product records
Integrate Zapier Tables, mapping tables, and reporting systems to retrieve AE and CS manager records and currency product mappings.
Zapier Tablesor swap with your favorite app
3.Creates onboarding card in pipe
Integrate Pipefy, data mapping tools, and onboarding workflows to create a populated onboarding card with manager assignment.
Pipefyor swap with your favorite app
4.Adds CRM note to the lead
Integrate Close and CRM notes workflows to add a note containing the created card URL and summary text.
5.Sends stakeholder notification email
Integrate Gmail and email notifications tools to send the card link to stakeholders for review or next steps.
Gmailor swap with your favorite app
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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.
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Rishi Shah, CEO and Co-Founder
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