1.Detect custom activity published
Integrate Close to watch for custom activity type follow-up entries and trigger call record creation.
Create follow-up call records from custom activity entries
Automatically monitor custom follow-up activity published across Close. Automatically create and update call records when follow-up activity published, custom activity published, or activity type publishedβso you can build outreach history, set call outcomes, and keep records complete without manual data entry.
How this automation standardizes call records
When follow-up activity entries spread across notes, inconsistent call records slow reps down and outreach history stays incomplete. This automation maps the activity payload into a branching flow, creates call records in Close, and then updates lead activity fieldsβso your team can respond faster.
Closeor swap with your favorite app
2.Route by follow-up result
Integrate Paths by Zapier to branch the activity payload by follow-up result and select the right outcome path.
Paths by Zapieror swap with your favorite app
3.Create call record with outcomes
Integrate Close to create a Call record, map lead fields, and set outbound direction and follow-up call outcome.
4.Update lead recent activity fields
Integrate Close to update the lead record with the call id and map key fields into recent-activity notes.
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Step 1
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