1.Monitors new closing activity
Integrate Close, activity tracking, and sales calling tools to capture closing activity notes and link the lead id.
Update lead and opportunity records after closing call
Automatically monitor published closing custom activity across Close and update lead and opportunity records in pipeline tools. Create plain-text notes, look up potential, and update follow-up tasks and opportunitiesβso you can keep pipeline and handoffs current without manual updates.
How this automation keeps pipeline handoffs current
When closing activity is published, stale notes can slow handoffs and confuse pipeline status. This automation converts notes, looks up product potential, and updates leads and opportunitiesβso your team can act on accurate records quickly.
Closeor swap with your favorite app
2.Converts notes to plain text
Integrate Formatter by Zapier, data formatting tools, and note parsing to convert rich text into plain text notes.
Formatter by Zapieror swap with your favorite app
3.Finds product or potential
Integrate Zapier Tables, worksheets, and lookup tables to find product and potential records from parsed product text.
Zapier Tablesor swap with your favorite app
4.Updates lead record
Integrate Close, lead fields, and sales tracking to update lead status, append notes, and set last-updated details.
5.Creates or updates opportunity
Integrate Close, opportunity records, and follow-up automation to create or update an opportunity and trigger follow-ups.
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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.
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
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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
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Jacob Sirrs, Marketing Operations Specialist
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