1.Monitors closed-sale custom activity
Integrate Close, CRM tracking, and activity signals to detect a new custom activity for closed sale processing.
Update CRM and sales tracker when a new sale closes
Automatically monitor Close for new custom activity that signals a closed sale across Close, Formatter by Zapier, Zapier Tables, Airtable, and Slack. Create and update deal records, update shared reporting, and notify your teamβso you can spot closed-won outcomes without manual reporting.
How this automation updates your closed-won deal records
When a closed sale is logged without automation, deal data can drift across teams and reporting can lag. This automation finds the right opportunity, formats closed-won notes, upserts shared tables and reporting, and posts Slack notificationsβso your team can recognize sales outcomes quickly.
Closeor swap with your favorite app
2.Finds matching opportunity by identifier
Integrate Close and CRM data tools to search by lead ID or opportunity identifier and return any matching opportunity record.
3.Formats payment plan notes
Integrate Formatter by Zapier and data transformation tools to convert payment plan or HTML terms into plain text notes.
Formatter by Zapieror swap with your favorite app
4.Creates or updates opportunity
Integrate Close and CRM fields tools to map deal date, value, owner, and stage, then create or update the opportunity.
5.Upserts your shared sales table
Integrate Zapier Tables and spreadsheet-like tools to create or update a shared sales row with deal and owner columns.
Zapier Tablesor swap with your favorite app
6.Upserts activity in reporting base
Integrate Airtable and reporting base tools to upsert a record with sale summary, formatted payment plan, and closed status.
Airtableor swap with your favorite app
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Explore all deal tracking automations
Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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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