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  • OpenPhone logoOpenPhone logo

Close + OpenPhone

Create or update OpenPhone contacts for new leads in Close status

Easily manage your sales communication when new leads reach a specific status in Close with this workflow. It instantly updates your OpenPhone contact list to include these leads, ensuring seamless connection with potential clients and reducing the chances of missed sales opportunities. Improve your sales process and increase your team's productivity with this efficient solution.

Easily manage your sales communication when new leads reach a specific status in Close with this workflow. It instantly updates your OpenPhone contact list to include these leads, ensuring seamless connection with potential clients and reducing the chances of missed sales opportunities. Improve your sales process and increase your team's productivity with this efficient solution.

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

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

    TriggerInstant
  2. automatically do this!
    OpenPhoneOpenPhone
    Create or Update Contact

    Creates a contact or updates an existing contact.

    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.
openphone logo
openphone logo

About OpenPhone

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.

Related categories

Triggers & Actions