1.Detect new sale activity
Integrate Close and sales data tools to capture custom activity published and trigger opportunity updates.
Update CRM opportunity, record sale, and notify teams
Automatically detect new sale activity published across Close, Zapier Tables, Formatter by Zapier, Airtable, and Slack. Get instant updates when new sale posted, sales activity published, or custom activity createdβso you can update opportunities, log sales activity, and notify team channels without manual reporting.
How this automation accelerates delivery from new sales
When new sale activity is published in Close, delays can stall delivery and sales visibility for a manual activity log. This automation updates opportunities, creates or updates sales activity records, and posts Slack notificationsβso your team can act on the won sale immediately.
Closeor swap with your favorite app
2.Find mapped sales owner
Integrate Zapier Tables and mapping table tools to look up the sales owner mapping and link to the right Slack recipient.
Zapier Tablesor swap with your favorite app
3.Transform sale notes and fields
Integrate Formatter by Zapier and text transformation tools to convert incoming HTML notes into formatted notes for use in updates.
Formatter by Zapieror swap with your favorite app
4.Update lead or opportunity
Integrate Close and CRM update tools to set opportunity status to WON, map sale value fields, and save formatted notes.
5.Create or update sales activity
Integrate Airtable and record tools to create or update a sales activity row using the activity identifier.
Airtableor swap with your favorite app
6.Post formatted channel message
Integrate Slack and team messaging tools to post a delivery-ready summary and mention the mapped Slack user.
Slackor swap with your favorite app
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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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