1.Captures new custom activity
Integrate Close and CRM activity data mapping to map payload fields to canonical activity data.
Create sales activity log from published activity entries
Automatically convert published CRM activity entries across Close and Zapier Tables. Create and update canonical activity records and follow-up tasks when new custom activities publish, so you can log activity without manual data entry.
How this automation logs your sales activities
When a new custom activity is published, delays can break visibility and accountability. This automation maps activity fields, finds configured status, and updates lead and opportunity recordsβthen creates or updates CRM activity entries and follow-up tasksβso your team stays current.
Closeor swap with your favorite app
2.Finds configured status and stage
Integrate Zapier Tables and reporting tables to look up configured status and opportunity stage from activity type and outcome.
Zapier Tablesor swap with your favorite app
3.Updates lead and opportunity stage
Integrate Close and CRM records to update lead status and opportunity stage and ensure the assigned user is set.
4.Creates or updates sales activity record
Integrate Airtable and data tables to find by Activity ID and create or update Sales Activities fields.
Airtableor swap with your favorite app
5.Creates follow-up task
Integrate Close and task management to create a follow-up task when due date or follow-up note exists.
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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.
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