1.Detect new custom activity
Integrate Close and crm activity sources to detect new custom activity so you can map outcomes to downstream records.
Update CRM records and create follow-up tasks today
Automatically monitor new custom activity in Close and update CRM mappings across Zapier Tables, Close, and Airtable. Create and update when status update published, activity outcome received, or next action due date setβso you can update leads, create follow-up tasks, and log activity rows without manual data entry.
How this automation protects CRM data accuracy
When activity updates land without a reliable lookup and mapping, lead statuses, tasks, and reporting can drift out of sync. This automation finds matching outcomes, updates leads and opportunities, and creates follow-up tasks and activity rowsβso your team can keep CRM data accurate.
Closeor swap with your favorite app
2.Find record by outcome key
Integrate Zapier Tables and database lookup tools to find your Activity Outcome Table record and map the outcome for reporting.
Zapier Tablesor swap with your favorite app
3.Find user and opportunity
Integrate Close and CRM lookup tools to find the activity user and match opportunities by lead reference and stage.
4.Find or create activity row
Integrate Airtable and contact data fields to match by Activity ID and create an activity row when needed.
Airtableor swap with your favorite app
5.Update lead and schedule work
Integrate Close and task scheduling to update lead status and create follow-up tasks with mapped text and due dates.
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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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