1.Detect new custom activity fires
Integrate Close and activity logging tools to map the custom activity payload to extract the lead reference and metadata.
Update lead status when activity is completed for follow-up
Automatically monitor new custom activity fires in Close across CRM workflows. Update lead status when activity completed or activity type matches or lead reference mapsβso you can confirm identity, update pipeline stage, and keep follow-up current without manual pipeline updates.
How this automation updates your follow-up status
When a designated sales activity is completed, follow-up can slip as pipeline stages stay outdated. This automation monitors custom activity fires and finds leads and updates lead status and activity notesβso your team can act on current activity context.
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2.Find lead and map identity fields
Integrate Close and CRM data tools to find the related lead record and map source fields for identity confirmation.
3.Update lead status with activity note
Integrate Close and CRM update tools to update the configured lead status field and include an activity note.
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