1.New custom activity published
Integrate Close, CRM activity tools, and outreach workflows to detect new custom activity and start lead tracking updates.
Update lead tracker from new CRM activity logs
Automatically monitor new custom activity published events across Close and CRM activity tools. Create and update protocol rows when outcomes qualify, so you can keep lead tracking accurate, protect follow-up timing, and avoid manual spreadsheet updates.
How this automation protects your lead activity tracking
When new custom activity published signals arrive in Close, leads can go out of sync with what reps actually logged. This automation formats activity fields and resolves the user, looks up and updates the matching lead row, and adds a protocol entryβso your team can trust activity history.
Closeor swap with your favorite app
2.Formats date and resolves user
Integrate Formatter by Zapier, date standardization tools, and lookup tables to format timestamps and resolve the activity user.
Formatter by Zapieror swap with your favorite app
3.Looks up matching lead row
Integrate Google Sheets, contact matching tools, and spreadsheet searches to find the lead row by contact email.
Google Sheetsor swap with your favorite app
4.Updates core lead activity fields
Integrate Google Sheets, activity field mapping, and spreadsheet updates to update the found lead row with outcomes and notes.
5.Filters outcome for protocol logging
Integrate Filter by Zapier and routing rules to continue only for qualifying outcomes that need protocol records.
Filter by Zapieror swap with your favorite app
6.Adds protocol entry row
Integrate Google Sheets, sales tracking sheets, and reporting tables to add a new protocol row for reached and not reached.
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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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