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Close + Instantly

Update lead statuses in Instantly when new events occur in Close

Stay abreast of changes in your business landscape with this close-instantly integration. When a new event occurs in your Close application, this workflow updates the lead status in the Instantly app without you lifting a finger. It's a time-efficient solution that ensures you're always up-to-date, helping you manage leads more effectively.

Stay abreast of changes in your business landscape with this close-instantly integration. When a new event occurs in your Close application, this workflow updates the lead status in the Instantly app without you lifting a finger. It's a time-efficient solution that ensures you're always up-to-date, helping you manage leads more effectively.

  1. When this happens...
    CloseClose
    New Event

    Triggers when a new event is created.

    TriggerInstant
  2. automatically do this!
    InstantlyInstantly
    Update Lead Status

    Update a lead's status

    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
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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.
instantly logo
instantly logo

About Instantly

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

Related categories

Triggers & Actions