1.Detect new call or meeting activity
Captures each logged call or meeting from Close as a trigger for campaign tracking updates.
Add CRM call records to campaign tracking sheet
Automatically capture new call or meeting activity in Close across Google Sheets and Formatter by Zapier. Create and update when call logged, meeting logged, or custom activity addedβso you can append tracking rows, fill UTM fields, and attribute activity in dashboards without manual activity entry.
How this automation logs call activity in campaign tracking
When call or meeting activity sits outside campaign systems, reporting gaps slow attribution and dashboards. This automation formats activity dates and creates spreadsheet rows from Close activityβso your team can capture campaign impact quickly.
Closeor swap with your favorite app
2.Formats activity date
Converts the activity date into DD/MM/YYYY so it matches your campaign sheet format.
Formatter by Zapieror swap with your favorite app
3.Create spreadsheet tracking row
Creates a row in your tracking sheet with lead details, activity notes, and UTM and campaign fields.
Google Sheetsor swap with your favorite app
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Capture complete sales records with automated email logging, meeting logging, and call logging
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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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