Circle + Close

Create Circle group chats for new Close leads

Stay on top of new leads in Close by instantly starting a group chat in Circle. With this workflow, whenever a new lead is added in Close, a group chat in Circle will be created, allowing your team to efficiently discuss and collaborate on how to convert the lead. Keep everyone in the loop and streamline your lead conversion process with this seamless automation.

Stay on top of new leads in Close by instantly starting a group chat in Circle. With this workflow, whenever a new lead is added in Close, a group chat in Circle will be created, allowing your team to efficiently discuss and collaborate on how to convert the lead. Keep everyone in the loop and streamline your lead conversion process with this seamless automation.

  1. When this happens...
    CloseClose
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    CircleCircle
    Start a Group Chat

    Start a group chat with multiple community members.

    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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