1.Monitors new custom activity published
Integrate Close and reporting tools to catch the published activity and pass activity type, outcome, owner, date, notes, and contact id to the workflow.
Create follow-up tasks and update CRM records for leads
Automatically monitor new custom activity publications across Close and your CRM stack. Create follow-up tasks and update lead and opportunity records, then upsert an auditable tracking rowβso you can keep reps moving without manual CRM data entry.
How this automation creates follow-up tasks in your CRM
When new custom activities get logged without next steps, follow-ups get missed and pipeline momentum slows. This automation catches published activity data, maps it to leads and opportunities, creates tasks, and upserts tracking rowsβso your team can act fast and stay accurate.
Closeor swap with your favorite app
2.Finds activity record or default mapping
Integrate Zapier Tables and data lookup tools to find a matching activity mapping by type and outcome and pull reference metadata or use defaults.
Zapier Tablesor swap with your favorite app
3.Finds lead by email or creates it
Integrate Close and email lookup tools to match the source contact identifier to a lead by email or create a new lead record.
4.Updates lead and opportunity and creates tasks
Integrate Close and sales operations tools to map activity fields to lead and opportunity fields and create a due-dated task when present.
5.Converts HTML notes to plain text
Integrate Formatter by Zapier and data cleaning tools to convert activity notes from HTML to plain text for task creation.
Formatter by Zapieror swap with your favorite app
6.Upserts tracking row for audit
Integrate Airtable and tracking tools to upsert a row with activity id, lead reference, owner, activity type, outcome, due date, and plain-text notes.
Airtableor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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