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  • Kit logoKit logo

Close + Kit

Add new Close opportunities to Kit subscriber sequence

Stay on top of your business engagements with this seamless workflow. When a new opportunity shifts status in the Close app, the workflow initiates the process to add a subscriber to a specific sequence in the Kit app. This streamlines your communication process ensuring you promptly engage potential customers while managing your marketing sequences efficiently. It’s a smart, time-saving solution for businesses looking to boost their marketing agility.

Stay on top of your business engagements with this seamless workflow. When a new opportunity shifts status in the Close app, the workflow initiates the process to add a subscriber to a specific sequence in the Kit app. This streamlines your communication process ensuring you promptly engage potential customers while managing your marketing sequences efficiently. It’s a smart, time-saving solution for businesses looking to boost their marketing agility.

  1. When this happens...
    CloseClose
    New Opportunity in Status

    Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.

    TriggerInstant
  2. automatically do this!
    KitKit
    Add Subscriber to Sequence

    Add a subscriber to a specific sequence.

    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.
kit logo
kit logo

About Kit

Kit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.

Related categories

Triggers & Actions