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  • Formatter by Zapier logoFormatter by Zapier logo

Close + Zapier Tables + Formatter by Zapier

Close + Zapier Tables + Formatter by Zapier

Close + Zapier Tables integrations

Create formatted leads in Close from new Zapier Tables records

Manually copying leads from spreadsheets into your CRM slows down your sales process and risks introducing errors. This Zap automatically formats new Zapier Tables records, standardizing contact details, and creates a lead in Close for each entry. Now, your sales team can instantly act on accurate, well-organized leads without manual effort or delay.

  1. When this happens...
    New Record
    New Record
    New RecordTriggers when a new record is added to a table.
  2. automatically do this...
    Text
    Text
    TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
  3. then do this!
    Create Lead
    Create Lead
    Create LeadCreates a New Lead
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More things you can do with these apps

Discover other triggers and actions you can use with Zapier Tables, Formatter by Zapier, and more

    • Table ID
      Required
    • Zap_id
    • Zap_step_id
    • Zap_path_run_id
    Trigger
    Instant
    Try It
    • Table ID
      Required
    • Zap_id
    • Zap_step_id
    • Zap_path_run_id
    Trigger
    Instant
    Try It
    • Table ID
      Required
    • Field
      Required
    • Summary Formula
      Required
    • Zap_id
    • Zap_step_id
    • Zap_path_run_id
    Trigger
    Instant
    Try It
    • Table ID
      Required
    • Calculate Field
      Required
    • Aggregate Function
      Required
    • Zap_id
    • Zap_step_id
    • Zap_path_run_id
    Action
    Write
    • Table ID
      Required
    • Zap_id
    • Zap_step_id
    • Zap_path_run_id
    Trigger
    Instant
    Try It
    • Table ID
      Required
    • Zap_id
    • Zap_step_id
    • Zap_path_run_id
    Trigger
    Instant
    Try It
    • Table ID
      Required
    • Zap_id
    • Zap_step_id
    • Zap_path_run_id
    Trigger
    Instant
    Try It
    • Table ID
      Required
    • Record ID
      Required
    • Zap_id
    • Zap_step_id
    • Zap_path_run_id
    Action
    Write
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About Close
Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
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About Zapier Tables
Zapier Tables is a no-code database built for automation.
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About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
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