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Close + OpenPhone

Create notes in Close for completed outgoing calls in OpenPhone

This automation enables you to keep track of your OpenPhone calls by creating a note in the Close app whenever an outbound call is completed. Immediately document every interaction and ensure crucial details or follow-ups are not missed out. Simplify your workflow and enhance efficiency by integrating OpenPhone's call tracking with Close's note creation.

This automation enables you to keep track of your OpenPhone calls by creating a note in the Close app whenever an outbound call is completed. Immediately document every interaction and ensure crucial details or follow-ups are not missed out. Simplify your workflow and enhance efficiency by integrating OpenPhone's call tracking with Close's note creation.

  1. When this happens...
    OpenPhoneOpenPhone
    Outgoing Call Completed

    Triggers when an outgoing call has ended.

    TriggerInstant
  2. automatically do this!
    CloseClose
    Create Note

    Creates a new note.

    ActionWrite
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Supported triggers and actions

    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • FromRequired

    • ToRequired

    • MessageRequired

    • Mark conversation as done

    Action
    Write
    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Phone NumbersRequired

    Trigger
    Instant
    Try It
    • ID

    • First Name

    • Last Name

    • Company

    • Job Title

    • Phone Numbers

    • Email Addresses

    • Share With

    Action
    Write
  • Close triggers, actions, and search

    New Call Recording

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

    Trigger
    Instant
    Try It
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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