1.Find lead by contact email
Integrate Close and CRM lookup tools to find the matching lead and return the lead ID for updates.
Update lead and opportunity when activity arrives in pipeline
Automatically link new custom activity to leads and opportunities across Close and Zapier. Create and update lead records and opportunity records when new custom activity arrives, contact email matches a lead, or activity includes key submissionsβso you can update status without manual CRM data entry.
How this automation keeps CRM records current
When new custom activity arrives, manual data entry can delay lead updates and cause pipeline inconsistencies. This automation finds or matches leads, updates lead records, and finds or updates opportunities so your team can keep pipeline data accurateβwithout manual CRM entry.
Closeor swap with your favorite app
2.Update lead with activity
Integrate Close and CRM field mapping tools to update the found lead with activity summary and submission fields.
3.Find or create opportunity
Integrate Close and pipeline setup tools to search by lead ID and contact ID, or create a new opportunity with the configured status.
4.Filter by Zapier pipeline check
Integrate Zapier and routing rules tools to continue only when the opportunity belongs to the configured pipeline.
Email by Zapieror swap with your favorite app
5.Update opportunity record
Integrate Close and CRM field mapping tools to update the opportunity contact reference and set the new opportunity status.
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Explore all CRM data entry automations
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.