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  • Instantly logoInstantly logo

Close + Instantly

Add new leads from Close search query/smart view to Instantly campaigns

When a new lead appears in your Search Query or Smart View within the Close app, instantly add them to a campaign of your choice in the Instantly app with this workflow. It provides a seamless and efficient way to manage leads across both platforms, ensuring you never miss an opportunity and always stay on top of your marketing activities. Boost your lead management by removing manual tasks and allowing you to focus on nurturing these prospects.

When a new lead appears in your Search Query or Smart View within the Close app, instantly add them to a campaign of your choice in the Instantly app with this workflow. It provides a seamless and efficient way to manage leads across both platforms, ensuring you never miss an opportunity and always stay on top of your marketing activities. Boost your lead management by removing manual tasks and allowing you to focus on nurturing these prospects.

  1. When this happens...
    CloseClose
    New Lead in Smart View

    Triggers when a new lead is added to a Smart View.

    TriggerPolling
  2. automatically do this!
    InstantlyInstantly
    Add Lead to Campaign

    Add lead to a campaign

    ActionWrite
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Supported triggers and actions

  • Close triggers, actions, and search

    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
    Try It
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
    • Field(s) Required to Trigger

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Polling
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
close logo
close logo

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.
instantly logo
instantly logo

About Instantly

Instantly is an email automation platform that helps scale outreach campaigns.

Related categories

Triggers & Actions