Circle + Close

Create Circle direct messages for new Close leads

Stay on top of your new leads by receiving direct messages in Circle each time a new lead is added in Close. This automation workflow helps your sales and support teams respond quickly and efficiently as new leads come in, streamlining communication and improving lead engagement. Save time by connecting your Close and Circle apps, ensuring you never miss a new lead opportunity.

Stay on top of your new leads by receiving direct messages in Circle each time a new lead is added in Close. This automation workflow helps your sales and support teams respond quickly and efficiently as new leads come in, streamlining communication and improving lead engagement. Save time by connecting your Close and Circle apps, ensuring you never miss a new lead opportunity.

  1. When this happens...
    CloseClose
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    CircleCircle
    Send Direct Message

    Send a direct message to a member.

    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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About Circle

A modern community platform for creators.

Related categories

  • CRM (Customer Relationship Management)

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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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