1.Clears lead custom fields
Integrate Close and CRM data tools to clear specified lead custom fields based on the lead identifier before updates.
Update lead and opportunity records from feedback entries
Automatically detect feedback-type custom activity in Close and clear stale lead custom fields across Close. Create and update lead and opportunity records when feedback activity logged, lead feedback submitted, or custom activity createdβso you can refresh CRM fields, align opportunity data, and avoid manual data entry.
How this automation updates matching CRM records
When feedback-type entries stay trapped in activities, stale lead and opportunity fields create reporting gaps. This automation clears lead fields, updates the lead, finds and updates the related opportunityβso your team can keep records aligned.
Closeor swap with your favorite app
2.Delays for 1 minute
Integrate Delay by Zapier and workflow timing tools to pause for 1 minute so downstream systems process before updates.
Delay by Zapieror swap with your favorite app
3.Updates lead record
Integrate Close and CRM field mapping tools to update the lead record with feedback values and submission metadata.
4.Finds opportunity by contact
Integrate Close and CRM search tools to locate the related opportunity by matching the contact email to criteria.
5.Updates opportunity record
Integrate Close and CRM field mapping tools to write feedback into opportunity custom fields and set the configured stage.
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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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