1.Maps new setter record to activity
Integrate Airtable and CRM lookup tools to trigger on new setter records and map submission fields to activity inputs.
Update lead status and add activity from setter records
Automatically monitor new setter records across Airtable and Close. Create and update lead activities when setter record created, setter outcome captured, or lead lookup missesβso you can find leads, publish activities, and update lead status without manual CRM updates.
How this automation keeps lead status and activity up to date
When new setter records come in, reps can lose context and send the next step at the wrong time. This automation maps submission details to a custom CRM activity, updates lead status by outcome, and routes the right follow upβso your team always has current visibility.
Airtableor swap with your favorite app
2.Finds lead by email
Integrate Close and lead directory tools to search by mapped email and return the matching lead id for next steps.
Closeor swap with your favorite app
3.Creates custom activity
Integrate Close and activity fields to create a custom activity with mapped title, notes, tags, and published status.
4.Routes by setter outcome
Integrate Filter by Zapier and branching rules to evaluate the mapped setter outcome and route to the correct update path.
Filter by Zapieror swap with your favorite app
5.Updates lead status and fields
Integrate Close and CRM custom fields to update lead status, sync setter metadata fields, and set the assigned owner when provided.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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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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