1.Captures strategy session completion
Integrate Close and workflow tools to extract session amount, date, rep username, and outcome code to trigger opportunity updates.
Update opportunity and log completed strategy sessions to records
Automatically track new custom activity strategy session completed across Close, Zapier Tables, Formatter by Zapier, and Google Sheets. Create and update when strategy session completed, session date recorded, or session amount submittedβso you can update opportunity fields, log enrollment rows, and compute normalized values without manual updates.
How this automation updates your opportunity and reporting records
When strategy session completed activities arrive but stay unlinked to CRM, opportunity data and reporting can lag. This automation captures the session details, finds the matching opportunity, updates CRM fields, and logs worksheet rowsβso your team can keep enrollment reporting current.
Closeor swap with your favorite app
2.Finds matching opportunity by lead ID
Integrate Close and CRM indexing tools to search by lead ID and continue only for qualifying records to return the first match.
3.Looks up rep display and status
Integrate Zapier Tables and data mapping tools to retrieve rep display name and status value to apply configured outcome mapping.
Zapier Tablesor swap with your favorite app
4.Calculates normalized opportunity value
Integrate Formatter by Zapier and data transformation tools to multiply and transform session amount into the opportunity numeric value.
Formatter by Zapieror swap with your favorite app
5.Updates opportunity fields and internal note
Integrate Close and CRM record tools to update value, status, and session date and add an internal note.
6.Adds worksheet rows for reporting
Integrate Google Sheets and spreadsheet reporting tools to add rows mapping contact, rep label, outcome label, and session tag.
Google Sheetsor swap with your favorite app
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Step 1
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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
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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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