1.Detect custom activity form submitted
Integrate Close and CRM workflows to trigger onboarding work when a custom activity form is submitted.
Create onboarding tasks and notify teams for closed deals
Automatically monitor custom activity form submissions across Close and onboarding tools. Create and update onboarding records and notify teams when deals close, billing details change, or lead status is set to closedβso you can start onboarding work, keep ops sheets current, and reach customers without manual follow-up.
How this automation starts onboarding tasks faster
When a closer form is submitted, delays can stall handoffs between sales and onboarding. This automation updates lead records, logs deals in your ops tracker, and notifies teams and customersβso your team can launch onboarding at the right moment.
Closeor swap with your favorite app
2.Updates lead status and owner
Integrate Close and CRM field mapping to update lead records, set lead status to closed, and assign the configured owner.
3.Adds or updates ops tracker row
Integrate Google Sheets and analytics reporting to add or update a row for the deal and billing fields in your ops worksheet.
Google Sheetsor swap with your favorite app
4.Creates and sends document for signature
Integrate PandaDoc and eSignature workflow tools to create the selected template and send it for client signature.
PandaDocor swap with your favorite app
5.Posts deal summary to CS channel
Integrate Slack and team notifications to post a deal summary and include the assigned CS owner for visibility.
Slackor swap with your favorite app
6.Adds or updates subscriber tags
Integrate Mailchimp and email automation to add or update the buyer and apply tags for onboarding sequences.
Mailchimpor swap with your favorite app
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Accelerate customer onboarding with automated kickoff routing, task assignment, and milestone tracking
Set up in minutes
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.
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Rishi Shah, CEO and Co-Founder
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