Circle + Close

Create Circle comments for new Close leads

Elevate your community engagement with this efficient workflow that connects your Close and Circle apps. Whenever a new lead appears in Close, a comment is created in Circle, sparking dynamic discussions in your community while ensuring timely acknowledgment of valuable leads. Save time and keep every lead in the spotlight with this seamless integration.

Elevate your community engagement with this efficient workflow that connects your Close and Circle apps. Whenever a new lead appears in Close, a comment is created in Circle, sparking dynamic discussions in your community while ensuring timely acknowledgment of valuable leads. Save time and keep every lead in the spotlight with this seamless integration.

  1. When this happens...
    CloseClose
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    CircleCircle
    Create Comment

    Create a new comment.

    ActionWrite
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Supported triggers and actions

    • 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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circle logo

About Circle

A modern community platform for creators.

Related categories

  • CRM (Customer Relationship Management)

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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 more

Related categories

  • CRM (Customer Relationship Management)

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