1.Detect new opportunity status change
Integrate Close and CRM workflow tools to detect new opportunities in the configured contract stage to trigger KPI row creation.
Create KPI row when deal reaches contract stage
Automatically monitor new opportunities in Close when status enters your configured contract stage across Formatter by Zapier and Google Sheets. Create and update KPI rows when opportunity enters contract stage, status timestamps update, or origin codes changeβso you can standardize dates, normalize sources, and report fast without manual spreadsheet updates.
How this automation creates contract KPIs your team can rely on
When deals enter the contract stage, delayed KPI updates can blur pipeline visibility. This automation captures the status change, normalizes key fields, and creates a standardized KPI rowβso your team can track contract-stage performance sooner.
Closeor swap with your favorite app
2.Formats the status change date
Integrate Formatter by Zapier and data formatting tools to map the status change timestamp to a standardized date field.
Formatter by Zapieror swap with your favorite app
3.Normalizes the deal source
Integrate Formatter by Zapier and mapping utilities to look up origin codes and output a normalized first-touch source label.
4.Creates KPI row in worksheet
Integrate Google Sheets and spreadsheet reporting tools to create a standardized conversions KPI row with stage and key deal fields.
Google Sheetsor swap with your favorite app
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