1.Captures new push payload
Integrate Zapier Chrome extension and CRM mapping tools to capture the incoming push payload and map it to a CRM search parameter.
Update CRM lead and opportunity records from push
Automatically monitor new push with fields across Zapier Chrome extension and Close. Create and update when push arrives, payload matches lead tag, or fields map to search parameter β so you can update lead counts, refresh latest inbound dates, and sync active opportunity fields without manual data entry.
How this automation updates CRM records from pushes
When new pushes arrive without CRM updates, counts and dates go stale and lead and opportunity context gets missed. This automation captures push payloads and searches leads, then finds opportunities and updates CRM lead and opportunity fieldsβso your team works from fresh data.
Zapier Chrome extensionor swap with your favorite app
2.Runs lead searches for counts
Integrate Close and reporting tools to run two lead searches and map returned total counts to 30d and 365d variables.
Closeor swap with your favorite app
3.Finds latest inbound lead
Integrate Close to find the latest inbound lead matching the push value and map lead ID and created date to variables.
4.Finds opportunity by lead id
Integrate Close to search opportunities by the found lead ID and map pipeline, status, created date, and opportunity id to variables.
5.Evaluates opportunity in pipeline
Integrate Code by Zapier and validation logic to run a script and return the opportunity id and date only when active.
Code by Zapieror swap with your favorite app
6.Updates lead and opportunity fields
Integrate Close and CRM field updates to write lead counts and dates, then update opportunity custom fields when an id is returned.
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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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