1.Monitor new custom activity
Close watches for a configured custom activity being created, extracting activity metadata and response flags.
Post completed sales activity details to downstream system
Automatically monitor configured custom activity creation across Close and Webhooks by Zapier. Create and update downstream processing when custom activity is created, activity type matches, or response flags are setβso you can route orchestration data, enrich analytics, and avoid manual activity reporting.
How this automation streams activity context to downstream systems
When configured custom activities get logged, delays can stall orchestration and reporting. This automation extracts activity metadata and response flags, optionally resolves the lead reference, and posts a form-encoded payload to your endpointβso your team can automate downstream processing.
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2.Lookup related lead reference
Close matches the activity lead reference to a lead record and adds lead routing context, creating a lead if needed.
3.Post form payload to endpoint
Webhooks by Zapier posts mapped activity fields, the lead reference, and key response flags as a form-encoded payload.
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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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