1.Pull new custom activity
Integrate Close and CRM data tools to map meeting outcome fields and participant email from the published custom activity to lead data.
Update lead record and log meeting in sheet
Automatically capture new custom activity from Close across CRM and sales worksheets. Update lead records and log meeting outcomes when a custom activity publishesβso you can update fields, format timestamps, and keep audit trails without manual spreadsheet work.
How this automation logs meetings to CRM records
When new meeting activities publish in Close, manual updates can delay lead follow-up and break audit trails. This automation maps meeting fields and timestamps, formats dates, resolves owner names, and updates your Google Sheetsβso your team can log meetings without spreadsheet busywork.
Closeor swap with your favorite app
2.Convert activity timestamp
Integrate Formatter by Zapier and analytics timezone tools to convert the activity timestamp from UTC and format the meeting date for the lead row update.
Formatter by Zapieror swap with your favorite app
3.Lookup owner display name
Integrate Formatter by Zapier and internal lookup logic to map owner ID to owner display name with a fallback for the lead record update.
4.Find or create lead row
Integrate Google Sheets and sales worksheet workflows to find by contact email, update meeting fields on match, or create a new lead row.
Google Sheetsor swap with your favorite app
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Capture complete sales records with automated email logging, meeting logging, and call logging
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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