Campaign Monitor + Close

Create Campaign Monitor subscribers from new Close leads

Effortlessly keep your leads and subscribers in sync with this workflow. When a new lead is added in Close, this automation updates their information in Campaign Monitor, ensuring your marketing efforts are always focused on the most relevant audience. Streamline your lead management and email campaigns with this seamless connection between Close and Campaign Monitor.

Effortlessly keep your leads and subscribers in sync with this workflow. When a new lead is added in Close, this automation updates their information in Campaign Monitor, ensuring your marketing efforts are always focused on the most relevant audience. Streamline your lead management and email campaigns with this seamless connection between Close and Campaign Monitor.

  1. When this happens...
    CloseClose
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    Campaign MonitorCampaign Monitor
    Update Subscriber

    Update a subscriber on a list.

    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
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
  • Close triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
  • Close triggers, actions, and search

    New Call Transcript

    Triggers when a new call or voicemail transcript 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
campaign-monitor logo
campaign-monitor logo

About Campaign Monitor

Campaign Monitor is an email marketing tool built for designers. Campaign Monitor makes it easy to send beautiful emails, manage lists and subscribers, and track the results of your campaigns.
Learn moreHelp

Related categories

  • Email Newsletters

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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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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