Log New Events from Outside Close

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6. Log New Events from Outside Close
The further down in the sales pipeline, the more activity happens outside Close. Using Zapier, you can make sure all of those touchpoints are still logged in your system.

For example, you could:

Change the lead status when a prospect signs a contract through DocuSign
Send the lead an email from Close when their payment fails in Stripe
Update an Opportunity in Close when a new customer adds their payment information in Stripe
Create a Custom Activity in Close when a customer signs a document in PandaDoc
The exact triggers and actions will depend on what you want to track and which tools you’re using. But the result will be a constant flow of information between your late-stage tool stack and Close.

Pro Tip: Using a signature tool for contracts? Set up this workflow in reverse: Whenever a lead updates to a certain status in Close, you can automatically send a signature request from DocuSign—meaning less manual work for your team and faster closed deals.
7. Create Customized Automations within Close
The cool thing about Zapier? You can create as many actions as you want within the same tool.

Feeling the itch to create some ultra-complex automations venezuela telegram data within Close? Zapier has you covered.

Of course, Close has a native Workflow creator, meaning you can send emails, SMS messages, schedule phone calls, and more within the app itself.

But here are some extra-special automations you might set up with Zapier:

Change the lead status when a lead completes a Workflow in Close.
Use Zapier to search for leads in Close that haven’t been contacted in three months, but are marked as “Potential”. Then, trigger a new nurture Workflow.
Trigger a new Workflow once a lead completes a Workflow in Close.
Add a new task when the Opportunity status changes.
Obviously, these are just some ideas—how complex or simple your automations are will depend on the needs of your team.

Just remember: automations can’t replace human interaction. If your Zaps are removing the human factor from your sales process, it may be time to reevaluate.