1.Monitors new custom activity published
Integrate Close and CRM activity tracking to capture the published opening activity and pull activity metadata into your workflow.
Create follow-up tasks and log openings to sheet
Automatically detect new custom activity published across Close and Google Sheets. Create and update tracker rows and follow-up tasks when opening activity metadata arrives, scheduling criteria match, or follow-up dates computeβso you can log openings, schedule tasks, and update CRM records without manual logging.
How this automation schedules follow-up and preserves opening logs
When a sales opening activity is published and nothing records it, openings and follow-up due dates get missed or delayed. This automation monitors new custom activity in Close, then formats dates, logs an Activity Tracker row in Google Sheets, and creates CRM follow-up tasksβso your team can act fast.
Closeor swap with your favorite app
2.Formats activity date
Integrate Formatter by Zapier and date formatting tools to map activity date into a formatted date for sheet columns and scheduling.
Formatter by Zapieror swap with your favorite app
3.Creates row in activity tracker
Integrate Google Sheets and spreadsheet data mapping to create a tracker row with owner, lead reference, and type notes.
Google Sheetsor swap with your favorite app
4.Updates CRM and creates follow-up task
Integrate Close and CRM task assignment tools to update record fields and create a follow-up task for the activity creator.
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