1.Detect new custom activity
Integrate Close, CRM activity logs, and contact data to capture triage activity publishing events and start the workflow
Create follow-up tasks update lead records after triage
Automatically convert new triage activity notes into updates across Close, Formatter by Zapier, Zapier Tables, and Airtable. Create and update records when triage activities publish, activity outcomes change, or next-action fields setβso you can update lead status, log activity notes, and assign follow-up tasks without manual follow-up triage.
How this automation accelerates follow-up actions
When triage activity notes publish, delays can leave leads untracked and follow-up unmanaged. This automation converts notes, matches audit rows, updates lead and opportunity records, and creates follow-up tasksβso your team can respond faster.
Closeor swap with your favorite app
2.Convert triage notes to markdown
Integrate Formatter by Zapier, note formatting, and markdown handling to convert HTML activity notes into readable task text
Formatter by Zapieror swap with your favorite app
3.Find or create audit row
Integrate Zapier Tables, table matching, and data mapping to find or create a matching audit row by activity ID
Zapier Tablesor swap with your favorite app
4.Update lead and opportunity
Integrate Close, CRM updates, and activity logs to map outcomes to lead status and append the formatted note
5.Create or update sales activity
Integrate Airtable, CRM fields, and table records to create or update a Sales Activities entry with activity details
Airtableor swap with your favorite app
6.Create follow-up task
Integrate Close, CRM task routing, and due date mapping to assign a follow-up task with the next action text and due date
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Capture complete sales records with automated email logging, meeting logging, and call logging
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
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David Laderberg, VP of Sales
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