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Attach + Close

Create Close leads from Attach.io document visitors

  1. When this happens

    Step 1: Visit Closed

  2. Then do this

    Step 2: Create Lead

A good CRM is one of the best tools in a sales team's toolbox, but it's only effective if it is kept up to date. Let this Zapier integration take care of it for you by creating new leads in Close automatically whenever someone finishes viewing your collateral in Attach.io

How this Attach.io-Close integration works

  1. A visitor finishes viewing your Attach.io document
  2. A new lead is created in Close

Apps involved

  • Attach.io
  • Close

Supported triggers and actions

What does this mean?
attach logo
attach logo
attach logo

About Attach

Attach is a sales engagement tool that lets you manage, track and control the sales collateral you share.

Related categories

  • CRM (Customer Relationship Management)
closeio logo
closeio logo
closeio 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.
Learn More

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