1.Detects new scheduled leads
Integrate Close and CRM data capture tools to create a workflow trigger when a scheduled lead appears for entry.
Create scheduled lead and log appointment entries for reps
Automatically monitor new leads in Close with a configured scheduled status across Microsoft Dynamics 365 CRM and tracking sheets. Create and update when scheduled leads arrive, so you can create CRM lead records, increment owner appointment counts, and log time-stamped appointments without manual CRM entry.
How this automation protects rep follow-up with appointment logging
When scheduled leads sit unprocessed, rep schedules get out of sync and appointment tracking slips. This automation formats appointment details, creates CRM leads, increments owner load, and adds tracking rowsβso your team can keep schedules accurate.
Closeor swap with your favorite app
2.Splits appointment title mapping
Integrate Formatter by Zapier and data parsing tools to assign an owner and module type from the appointment title text.
Formatter by Zapieror swap with your favorite app
3.Parses and formats appointment time
Integrate Formatter by Zapier and date and time tools to format the start time and compute an expected end time buffer.
4.Creates lead with meeting details
Integrate Microsoft Dynamics 365 CRM and contact field mapping tools to create a lead with owner, schedule, and description data.
Microsoft Dynamics 365 CRMor swap with your favorite app
5.Increments owner appointment counter
Integrate Zapier Tables and lightweight reporting tools to increment the owner appointment count and track daily load.
Zapier Tablesor swap with your favorite app
6.Adds tracking row for visibility
Integrate Google Sheets and team visibility tracking tools to add a time-stamped row with lead and appointment times.
Google Sheetsor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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