Process client lists in Close, clean data in Formatter, and create records in Airtable

Process client-provided lists by triggering a published custom activity in Close, clean the data with Formatter by Zapier, and create new records in Airtable for organized storage and faster access.

Process client lists in Close, clean data in Formatter, and create records in Airtable

Workflow preview:

Zap details:

Overview

Process client-provided lists by triggering a published custom activity in Close, clean the data with Formatter by Zapier, and create new records in Airtable for organized storage and faster access.

Process client lists in Close, clean data in Formatter, and create records in Airtable