1.Filters qualifying activity records
Integrate Filter by Zapier and CRM automation tools to continue only for qualifying activity records, to trigger lead mapping.
Update lead records and schedule follow-up task for reps
Automatically monitor custom activity publication across Close. Create and update lead records when qualifying activity flags publish, find leads by id, and create dated follow-up tasksβso you can update fields, schedule outreach, and log skips without manual reporting.
How this automation accelerates follow-up for lead records
When custom activity data lands in the CRM but follow-up is not updated, reps lose time and tasks go out late. This automation filters activity records, finds leads, and updates lead fields and creates follow-up tasksβso your team can act on intent quickly.
Filter by Zapieror swap with your favorite app
2.Finds the related lead
Integrate Close and CRM data matching tools to find the lead using the activity lead reference, to locate the right record.
Closeor swap with your favorite app
3.Updates lead custom fields
Integrate Close and CRM bulk actions to map activity fields into lead custom fields, to update records and clear values when indicated.
4.Formats activity due dates
Integrate Formatter by Zapier and date and time tools to convert activity dates into an ISO due date for task creation, to schedule correctly.
Formatter by Zapieror swap with your favorite app
5.Creates the follow-up task
Integrate Close and task assignment tools to create a dated follow-up task with an assigned owner and note, to schedule outreach.
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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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