1.Run weekday reconciliation
Integrate Schedule by Zapier and workflow automation to start the reconciliation loop on weekdays at 10:00 AM.
Update daily deal records and flag missing opportunities
Automatically run daily reconciliation across monday.com and Close. Get instant alerts when 10:00 AM window opens, weekday checks run, or identifier matches failβso you can update opportunity fields, sync board statuses, and resolve mismatches without manual data cleanup.
How this automation syncs deal records faster
When scheduled reconciliation runs, missed matches can leave deal stages and financials outdated. This automation pulls board identifiers, updates CRM opportunity fields and board statuses, and alerts on mismatchesβso your team can act on gaps quickly.
Schedule by Zapieror swap with your favorite app
2.Retrieve acquisitions board items
Integrate monday.com and board tracking tools to pull deal identifiers and core columns from the acquisitions board.
monday.comor swap with your favorite app
3.Normalize item identifiers
Integrate Code by Zapier and data formatting tools to normalize identifiers into a lookup list for matching.
Code by Zapieror swap with your favorite app
4.Iterate identifiers for CRM search
Integrate Looping by Zapier and automation looping tools to iterate identifiers and prepare Close lookup values.
Looping by Zapieror swap with your favorite app
5.Update matching opportunity fields
Integrate Close and CRM field updates to update opportunity custom fields with mapped status and financials.
Closeor swap with your favorite app
6.Sync board status and values
Integrate monday.com and board field updates to update originating item status and numeric fields with CRM values.
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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.
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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.
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