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Close + Stacker

Create new Stacker records for new Close opportunities

Easily streamline your sales process and maintain organized records with this handy workflow. When a new opportunity arises in Close, it will create a new record in Stacker, ensuring your database stays up-to-date with the latest opportunities. Spend less time transferring information manually and focus on closing those deals.

Easily streamline your sales process and maintain organized records with this handy workflow. When a new opportunity arises in Close, it will create a new record in Stacker, ensuring your database stays up-to-date with the latest opportunities. Spend less time transferring information manually and focus on closing those deals.

  1. When this happens...
    CloseClose
    New Opportunity

    Triggers when a new opportunity is added.

    TriggerInstant
  2. automatically do this!
    StackerStacker
    Create New Record

    Creates a new Record

    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.
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About Stacker

Stacker gives you the simplicity of a spreadsheet but the power of a development team.

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