1.Watches new or updated sheet rows
Integrate Google Sheets and spreadsheet automation to watch for new or updated rows and pull source fields to start interest logging.
Append lead interest history automatically from sheet rows
Automatically monitor new or updated spreadsheet rows across Google Sheets and Close. Create and update lead interest history when sheet rows are added, sheet rows are updated, or reply details are capturedβso you can append history, surface recent replies, and reduce manual logging without manual follow-up.
How this automation appends lead interest history
When new or updated spreadsheet rows appear, interest details can stay stuck outside your CRM. This automation pulls sheet activity, formats reply history, and updates lead recordsβso your team can log interest without chasing updates.
Google Sheetsor swap with your favorite app
2.Finds the matching lead
Integrate Close and CRM lookup to search by the mapped lead identifier and return the first matching lead record.
Closeor swap with your favorite app
3.Formats the reply history entry
Integrate Code by Zapier and data formatting to map batch, date, type, and prior interest and return a formatted history string.
Code by Zapieror swap with your favorite app
4.Blocks empty history updates
Integrate Filter by Zapier and validation tools to continue only when the formatted history string is not empty to avoid blank updates.
Filter by Zapieror swap with your favorite app
5.Updates the lead interest history
Integrate Close and CRM updates to write the formatted history string into the custom interest or history field and save changes.
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