1.Monitors new custom activity
Integrate Close to catch new custom activity events and to map the activity to its source lead reference.
Update lead status from logged activities for campaign tracking
Automatically capture published custom activity events across Close and Zapier tools. Update and normalize lead status when scheduled meetings, follow-up required activities, or disqualified outcomes are detectedβso you can set lead statuses, standardize activity owners, and keep handoffs current without manual triage.
How this automation updates lead status across campaign tracking
When published custom activities land without consistent processing, lead statuses drift and campaign handoffs stall. This automation captures the activity reference, filters qualifying outcomes and updates lead status so your team can keep segmentation current.
Closeor swap with your favorite app
2.Filters qualifying outcomes
Integrate Filter by Zapier to create outcome paths and to continue only for activities that meet your chosen statuses.
Filter by Zapieror swap with your favorite app
3.Normalizes activity owner name
Integrate Formatter by Zapier to normalize creator and owner text so activity owner values stay consistent.
Formatter by Zapieror swap with your favorite app
4.Updates the lead status
Integrate Close to map source lead identifier to lead ID and to update lead status and the activity owner custom field.
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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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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