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Cling + Close Integrations

How to connect Cling + Close

Zapier lets you send info between Cling and Close automatically—no code required.

When this happens...
ClingCling
Document Accepted

Triggers when a document changes status to accepted.

automatically do this!
CloseClose
Add Address to Lead

Adds an address to a lead.

Supported triggers and actions

What does this mean?

How Cling + Close Integrations Work

  1. Step 1: Authenticate Cling + Close.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Cling

Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!

Related categories

  • Proposal & Invoice Management
closeio logo
closeio logo
closeio 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

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