1.Detect new won custom activity
Integrate Close to detect new won custom activity and trigger the workflow with lead id and timestamps.
Create customer records and subscribe to mailing list
Automatically monitor won deal custom activities across Close and customer mailing list tools. Enroll contacts, update CRM records, and schedule next touch datesβso you can avoid manual data entry, follow-up scheduling, and list hygiene.
How this automation keeps your customer list up to date
When won deals stay disconnected from your lists, contacts miss timely enrollment and outreach, and CRM data drifts out of sync. This automation monitors won custom activity, finds related contacts, cleans and formats fields, updates CRM records, and subscribes contactsβso your team can reach customers right away.
Closeor swap with your favorite app
2.Find lead and related contact
Integrate Close and CRM lookup tools to find lead and related contact, so your workflow can map fields to records.
3.Format dates and calculate next touch
Integrate Formatter by Zapier and date logic tools to format activity dates and calculate a next touch date.
Formatter by Zapieror swap with your favorite app
4.Normalize amount and extract email
Integrate ChatGPT (OpenAI) and data parsing tools to clean numeric fields and extract the primary email.
ChatGPT (OpenAI)or swap with your favorite app
5.Update lead and opportunity records
Integrate Close and CRM update tools to update lead and opportunity fields, set status, and store next touch timing.
6.Subscribe contact to customer list
Integrate ActiveCampaign and email marketing tools to subscribe the contact to the configured customer list and optionally trigger a welcome automation.
ActiveCampaignor swap with your favorite app
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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.
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