1.Catches new custom activity
Integrate Close, activity logging, and data mapping tools to capture activity metadata and the pricing-frame value to drive the update.
Update lead record with pricing frame from activity entry
Automatically catch new custom activity pricing-frame data across Close and Formatter by Zapier. Create and update lead pricing context when custom activity logged, pricing-frame field filled, or lead id referencedβso you can normalize pricing text, update the lead field, and reduce manual data entry without manual data entry.
How this automation updates lead pricing context
When pricing-frame details land in activities but not in CRM records, reps and ops can miss crucial context and outreach slows down. This automation catches custom activity data, normalizes pricing-frame text, and updates the matched lead fieldβso your team can act with the right pricing context.
Closeor swap with your favorite app
2.Normalizes pricing-frame text
Integrate Formatter by Zapier and text normalization tools to transform the pricing-frame text into a clean pricing value to use downstream.
Formatter by Zapieror swap with your favorite app
3.Updates lead pricing field
Integrate Close and CRM fields to map the lead id to the lead selector and write the transformed pricing into the configured field.
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Step 1
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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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