1.Detect new custom sales call activity
Integrate Close and sales activity logs to trigger downstream lead-date updates for accurate net lead date fields.
Update lead date when sales call is logged
Automatically map sales call timestamps across Close and CRM records. Update the lead net lead date when sales call activity is loggedβso you can set the right timing, preserve clean lead dates, and share context without manual reporting.
How this automation keeps lead dates accurate
When sales call activity timestamps sit outside lead fields, follow-up timing gets out of sync and records become harder to trust. This automation monitors Close call activities and locates the right lead, then filters and updates the net lead dateβso your team can rely on call timing without extra cleanup.
Closeor swap with your favorite app
2.Find lead by lead ID
Integrate Close and CRM lookup tools to locate the related lead record by lead ID for the call.
3.Filter for empty net lead date
Integrate Filter by Zapier and validation rules to continue only when the net lead date field is empty.
Filter by Zapieror swap with your favorite app
4.Update lead net lead date
Integrate Close and CRM record updates to write the current timestamp into the configured net lead date field.
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Step 1
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