1.Detect new custom activity
Integrate Close and analytics tools to map the activity to its lead reference and capture key activity fields to triage the record.
Update opportunity and lead status from activity record
Automatically map new custom activity of a configured type across Close and Zapier. Create and update when upsell renewal incomplete activities are logged, when lead ownership changes, or when opportunity matches are missingβso you can keep lead records aligned, update opportunity status, and assign the right owner without manual pipeline reconciliation.
How this automation keeps pipeline status aligned
When upsell or renewal activities are logged but lead and opportunity records drift, owners waste time correcting pipeline visibility. This automation captures the activity, updates the lead, and finds, creates, or updates the opportunityβso your team can act on accurate status.
Closeor swap with your favorite app
2.Update mapped lead record
Integrate Close and CRM custom fields to map lead references and copy source activity fields into lead custom fields.
3.Find opportunity by lead reference
Integrate Close and reporting tools to search opportunities by lead reference and return the opportunity id when present.
4.Filter create versus update
Integrate Zapier and workflow routing rules to branch paths based on whether an opportunity match is found.
Email by Zapieror swap with your favorite app
5.Create or update opportunity
Integrate Close and CRM status controls to create missing opportunities or update existing ones with status, confidence, and owner.
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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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