1.Captures published custom activity
Integrate Close and activity sources to detect published custom activity details to create opportunity context.
Create opportunity from CRM activity into your acquisition pipeline
Automatically convert published CRM activity into tracked acquisition opportunities across Close and lead routing. Parse contact fields and create or update opportunities in your acquisition pipeline so you can triage and outreach without manual deal setup.
How this automation accelerates acquisition pipeline coverage
When custom CRM activities get published, delays can stall outreach and pipeline triage. This automation formats opportunity notes and parses contacts, then finds leads and creates or updates acquisition opportunitiesβso your team can act fast.
Closeor swap with your favorite app
2.Converts activity notes to markdown
Integrate Formatter by Zapier and data mapping tools to format activity notes into markdown opportunity notes to preserve message context.
Formatter by Zapieror swap with your favorite app
3.Parses contact fields for matching
Integrate Formatter by Zapier and contact parsing tools to extract first and last name values and choose the primary contact to route matching.
4.Finds lead by phone or email
Integrate Close and lead search tools to search for an existing lead using phone then email keys to avoid duplicates.
5.Creates or updates acquisition opportunity
Integrate LeadConnector and pipeline management tools to add or update the opportunity, set pipeline stage, and tag the CRM activity source to track acquisitions.
LeadConnectoror swap with your favorite app
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Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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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.
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.
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