1.Watch for new custom activity
Integrate Close and CRM activity systems to detect configured activity records on leads to trigger linked deal updates.
Update opportunity status and owner after activity logged
Automatically watch new custom activity records in Close across Close and Zapier. Create and update opportunities when activity gets loggedβso you can update status, assign owners, and refresh confidence and priority without manual pipeline reporting.
How this automation updates your opportunity status
When a configured activity is recorded in Close, stale pipeline data can misrepresent deal intent. This automation updates lead fields, finds linked opportunities, and updates stage and ownershipβso your team can act on fresh engagement.
Closeor swap with your favorite app
2.Update lead-level fields
Integrate Close and CRM fields tools to update lead reference data by clearing or setting status fields to prepare accurate context.
3.Find linked opportunity IDs
Integrate Close and CRM search tools to locate opportunities by lead reference and contact reference to return matching opportunity IDs.
4.Loop through opportunity IDs
Integrate Looping by Zapier and workflow tools to iterate over returned opportunity IDs to apply updates one opportunity at a time.
Looping by Zapieror swap with your favorite app
5.Skip non-matching pipelines
Integrate Filter by Zapier and pipeline rules tools to continue only for opportunities in the configured pipeline to avoid irrelevant changes.
Filter by Zapieror swap with your favorite app
6.Update opportunity stage and owner
Integrate Close and pipeline management tools to update status, assign owner, and set confidence and priority for each opportunity to reflect engagement.
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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.
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