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Baton + Close

Create new Baton projects from new Close leads

Effortlessly manage your leads from Close by creating a project in Baton for every new lead. This seamless automation enables you to save time and stay organized, allowing you to focus on nurturing and converting those leads into customers. Connect Close and Baton using this efficient workflow to enhance your lead management process.

Effortlessly manage your leads from Close by creating a project in Baton for every new lead. This seamless automation enables you to save time and stay organized, allowing you to focus on nurturing and converting those leads into customers. Connect Close and Baton using this efficient workflow to enhance your lead management process.

  1. When this happens...
    CloseClose
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    BatonBaton
    Create Project

    Creates a Project on Baton

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Close triggers, actions, and search

    New Call Recording

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

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Scheduled
    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
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
    • Completed?

    Trigger
    Instant
    Try It
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About Baton

Baton is the leading platform for managing software implementations and customer onboarding.

Related categories

  • Project Management
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.

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