1.Captures recorded meeting outcome
Integrate Close and crm meeting data to detect new or updated meeting outcomes for pipeline capture.
Record sales call outcomes into team metrics and tracker
Automatically capture meeting outcomes across Close and your reporting stack. Create and update when new meetings are created, meetings are updated, or outcomes are recordedβso you can log metrics rows, create attribution leads, and update funnel tracking without manual reporting.
How this automation updates your pipeline metrics
When a new or updated meeting is recorded with an outcome, missed tracking can skew pipeline reporting. This automation formats meeting timestamps and records outcome metrics and updates funnel trackingβso your team can reconcile pipeline impact.
Closeor swap with your favorite app
2.Finds AE configuration mapping
Integrate Zapier Tables and lookup tables to match the meeting user name to AE config and worksheet mapping.
Zapier Tablesor swap with your favorite app
3.Formats meeting timestamp date
Integrate Formatter by Zapier and date formatting tools to convert the meeting date into MM/DD/YYYY.
Formatter by Zapieror swap with your favorite app
4.Appends metrics row by outcome
Integrate Google Sheets and spreadsheet worksheets to append an outcome categorized metrics row for each meeting.
Google Sheetsor swap with your favorite app
5.Creates attribution lead for qualifying outcomes
Integrate Hyros and lead workflows to create an attribution lead for qualifying outcome categories.
Hyrosor swap with your favorite app
6.Updates master funnel tracker row
Integrate Google Sheets and tracking sheets to update the outcome column and formatted date when a lead match is found.
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