Use this field to enter a custom query using our search syntax. This will allow your Zap to trigger only if a lead matches a custom query.

Note: All queries will be modified to include 'sort:-created' to allow Zapier deduplication to work.

Using this field, you can select a Smart View from Close using the dropdown menu. This will allow your Zap to trigger only if a lead enters a specific Smart View.

Warning: Entering a value into this field with override the "Custom Query" field above.

Note: All searches will be modified to include 'sort:-created' to allow Zapier deduplication to work.

• Select Added to only trigger this Zap when a new membership is added to your organization
• Select Removed to only trigger this Zap trigger when an existing membership is removed from your organization

Leave this field blank if you want to trigger this Zap in both cases.

Note: During testing, test results will only show action: activated regardless of your added_or_removed selection. This only happens in testing.

Use this field to only trigger on opportunities with a specific Status ID.

Use this field to only trigger on a specific Status Label (e.g. Closed Won, Closed Lost).

Use this field to only trigger on opportunities with a specific status type.

Use this field to only trigger on opportunities with a monthly, one time, or annual value period.

Use this field to only trigger on opportunities assigned to a specific user.

Use this filter to only trigger on inbound or outbound SMS.

Use this filter to only trigger on SMS sent from/to a specific User.

The Lead ID of the lead you want to add the address to.

The type of address.

The first part of the street address (e.g., "501 Forest Ave").

The second part of a street address, if necessary (e.g., "Suite 410").

The city name for an address (e.g., "Palo Alto").

The state name of an address. You can use abbreviations if you're in the U.S. (e.g., "CA").

The zipcode of an address (e.g., "11201").

The country abbreviation for an address (e.g., "US").

The ID of the email you want to delete.

The type of activity report you want to export. Choose from overview or comparison.

Select the metrics you want the export to include.

The date range of your activity report export.

Note: If you choose to use a custom date range, enter your date range in the format YYYY-MM-DD to YYYY-MM-DD ex. 2019-01-01 to 2019-02-01.

Filter the report by user(s). The values selected in this field will be combined with the groups field below when running the report.

Filter the report by group(s). The values selected in this field will be combined with the users field above when running the report.

Filter the activity report via Smart View.

Select the metrics you want the report to return.

The date range of your activity overview report.

Note: If you choose to use a custom date range, enter your date range in the format YYYY-MM-DD to YYYY-MM-DD ex. 2019-01-01 to 2019-02-01.

Filter the report by user(s). The values selected in this field will be combined with the groups field below when running the report.

Filter the report by group(s). The values selected in this field will be combined with the users field above when running the report.

Filter the activity report via Smart View.

The ID of the template you want to send in the bulk email.

Select a Lead Smart View or enter deprecated text-based search syntax that will find the leads you'd like to send the bulk email to. By default, bulk email will be sent to all leads.

If selected, this will automatically exclude leads that have already received the selected email template from this bulk email, so no duplicates are sent to them.

Select whether to only email the primary/first contact or to email each contact of a lead. Regardless of the choice, only first email address of the contact will be used.

Select yes to receive an email when your bulk email is completed. Select no and you will not receive an email on completion.

Optionally, select the email account you want to send the bulk email from. The choices in the dropdown reflect the separate email accounts you have synced with your Close user in Settings > Connected Accounts.

If nothing is selected, the bulk email will send from the top email account listed in Settings > Connected Accounts.

Select the lead to assign this call to. If you have access to the lead ID, use the advanced features at the bottom of the drop-down to input the ID one time, or dynamically via trigger variable.

Select the contact to assign this call to. If you have access to the contact ID, use the advanced features at the bottom of the drop-down to input the ID one time, or dynamically via trigger variable.

The phone number called for this call.

Select whether the call was inbound or outbound.

The duration of the call in seconds.

The text of this note.

A URL pointing to the MP3 recording of your call. For security reasons, we require the URL to be secure (i.e. starting with https://).

The user that this call should be assigned to. If this field is left blank, the call will be assigned to you.

Note: This field will only work correctly if you have admin level permissions. If you do not have admin level permissions, the call user will be the same as the user of your Close account.

Select the lead to assign this Custom Activity to. This is usually a dynamic variable from a previous step.

Select the type of the Custom Activity you're creating from the dropdown. You can go to the Custom Activities settings page in Close to create a new type.

The status of the Custom Activity you're creating. If you select published, all required fields in Close must be filled out in order to create the Custom Activity. If you select draft, required fields in Close do not need to be filled out to create the Custom Activity

Select the lead to assign this email to. If you have access to the lead ID, use the advanced features at the bottom of the drop-down to input the ID one time, or dynamically via trigger variable.

The contact you are going to send the email to. Required if you're going to use a template to send this email.

Choose between:

• inbox to log an already received email.
• draft to create a draft email.
• scheduled to send an email at a scheduled date and time, which must be specified in the date_scheduled field.
• outbox to actually send an email.
• sent to log an already sent email.

The date of the email (used for inbox and sent email logs).

If you selected status scheduled, specify a scheduled date and time for your email to send in this field.

The email address(es) that will receive the email.

Note: This field is not required if a status of draft is selected. If any status other than draft is selected, this field is required.

The email address(es) that will be CC'd on the email.

The email address(es) that will be BCC'd on the email.

The subject of the email.

The body of the email.

Use this field INSTEAD OF "Body Text" if you want HTML styling in your email.

Select an unarchived template for this email to be used IF "Body Text" and "Body HTML" are both blank.

Putting a date and time into this field will have Close create an email followup task if no response was received to this email.

Optionally, select the email account you want to send the email from. The choices in the dropdown reflect the separate email accounts you have synced with your Close user in Settings > Connected Accounts.

If nothing is selected, the email will send from the top email account listed in Settings > Connected Accounts.

The email address of the user you want to invite to join your organization.

The role of the user you want to invite.

Select the lead to assign this note to. If you have access to the lead ID, use the advanced features at the bottom of the drop-down to input the ID one time, or dynamically via trigger variable.

The text of this note.

Select Yes to strip HTML tags from your note.

Select whether you want to break down your report per stage (opportunity status) or report only totals.

Select opportunity pipeline defining the funnel statuses (stages).

Select whether you want to view performance for opportunities that were in any active stage during the selected period regardless of their creation date, or narrow it down even further based on when they were created as well. Learn more here.

Select your Period as a range. If not provided, specify the Period as an absolute date range below.

Enter your Period as an absolute date range in a format YYYY-MM-DD to YYYY-MM-DD. If not provided, specify the Period as a relative range above.

Select your Created period as a range. If not provided, specify the Created period as an absolute date range below.

Select your Created period as an absolute date range in format YYYY-MM-DD to YYYY-MM-DD. If not provided, specify the Created period as a relative range above.

Select your comparison period.

Only allowed in combination with Report Period (range) for Overall View, or for Created Period (range) for Cohort View.

Select your comparison period.

Only allowed in combination with Report Period (dates) for Overall View, or for Created Period (dates) for Cohort View.

Enter your custom comparison period as an absolute date range in format YYYY-MM-DD to YYYY-MM-DD.

The ID of the Smart View you want to report on.

Filter the report by user(s) or group(s).

Select the Lead to assign this Opportunity to. Typically, this variable is a dynamic trigger variable.

Opportunity Status. Opportunity statuses must be setup in Settings first before they will show up in this dropdown.

Set a percentage confidence level for this Opportunity (between 0 and 100).

Set a value for this Opportunity in cents

Choose from one time, monthly, or annual.

Add a note to this Opportunity when you add it.

Select the User to associate to this Opportunity. Defaults to your User account.

The ID of the Contact you want to assign this Opportunity to. Normally found via a "Find Contact" step.

The ID of the contact you want to subscribe to the sequence.

The ID of the sequence you want to subscribe the contact to.

Select the email account you want to send the sequence from. The choices in the dropdown reflect the separate email accounts you have synced with your Close user in Settings > Connected Accounts.

Note: this field is required for sequences that contain email steps.

The Group ID or User ID you want to assign to calling steps.

Note: this field is required for sequences that contain calling steps.

The SMS-enabled phone number you want to send SMS steps from. If the SMS cannot be sent because the chosen phone number was removed or errors from mismatching country codes, we'll attempt to send from another personal number assigned to you if one is available.

Note: this field is required for sequences that contain SMS steps.

Select the lead to assign this call to. If you have access to the lead ID, use the advanced features at the bottom of the drop-down to input the ID one time, or dynamically via trigger variable.

Select the contact to assign this call to. If you have access to the contact ID, use the advanced features at the bottom of the drop-down to input the ID one time, or dynamically via trigger variable.

The date of the SMS (used for inbox and sent SMS logs).

Choose between:

• inbox to log an already received SMS.
• draft to create a draft SMS.
• scheduled to send an SMS at a scheduled date and time, which must be specified in the date_scheduled field.
• outbox to actually send an SMS.
• sent to log an already sent SMS.

If you select status scheduled, specify a scheduled date and time in this field.

The phone number that will be used to send the SMS.

The phone number that will receive the SMS.

The text of the SMS.

Select an unarchived template for this SMS to be used if Text field is blank.

Choosing External implies that the SMS has already been sent by an external system and you're just logging it. Choosing Close means that the SMS should be handled by Close. If you create an SMS with status: outbox and source: Close it will actually be sent using our telephony system.

Select the user to assign this task to. Defaults to your user account.

Select the lead to assign this task to. If you have access to the lead ID, use the advanced features at the bottom of the drop-down to input the ID one time, or dynamically via trigger variable.

Set a due date for this task.

The text of this task.

Set whether this task is complete. True for complete. False for incomplete.

The phone number you want to toggle forwarding for.

Choose Enable to turn on call forwarding, and Disable to turn off call forwarding.

Enter the number you'd like calls to forward to in International E164 format, e.g. "+16503334444".

The ID of the contact you want to edit.

Update the name of this contact.

Update the title of this contact.

Update the Contact's email address(es). You can input multiple email addresses at once by separating them with a comma.

Example: example@close.com, example2@close.com.

Update the Contact's phone number(s). You can input multiple phone numbers at once by separating them with a comma.

Example: +14155558296, +17185558630.

Update the Contact's URL(s). You can input multiple URLs at once by separating them with a comma.

Example: https://example.com, https://example2.com.

Select Add To to add the values of the Email Addresses, Phone Numbers, and URLs fields in this Zap to the contact's existing email addresses, URLs, and phone numbers in Close.

Select Replace to replace the contact's existing email addresses, URLs, and phone numbers in Close with the values in this Zap.

Defaults to Add To.

Custom Objects are currently in Private Beta. To use this action make sure you have applied for Beta under your Close Settings > Custom Objects and were granted access.

The ID of the Custom Object you want to update. This is usually a dynamic variable from a previous step.

Select the type of the Custom Object you're updating from the dropdown. This WILL NOT allow you to change the Type of a Custom Object, but it's used so that Zapier can load the proper fields to update.

The id of the note you want to edit.

Update the text of the note.

The ID of the subscription you want to update. This should be found using Find Sequence Subscription search.

The status you want to update the sequence subscription to.

The id of the task you want to update.

Update the user this task is assigned to.

Update the text of this task.

Update the date of this task.

Mark this task as complete or incomplete. True for complete; False for incomplete.

If no search criteria is entered, this search will return the first Connected Account belonging to the API Key User that we see in the Connected Accounts API

The owner of the Connected Account you're searching for.

An email address or domain that exists in the From Addresses section of the Connected Account you're searching for. Domains should be entered without the @ symbol (e.g. close.com). Anything with an @ symbol will do a full email address search.

A from name that exists in the From Addresses section of the Connected Account you're searching for.

The type of Custom Activity you want to search for.

If you have access to a Lead ID value via a trigger or an action variable, you can enter it in this field to search for a Custom Activity on a specific lead.

Alternatively, you can lookup a Custom Activity by ID if you have access to the ID value via a trigger or an action variable.

Note: This field will override any other fields selected in this search.

Lead / Company / Organization.

If using the Company Name field above, you can choose between Partial (default) to look for a partial match between the Company Name field in this Zap and a Lead Name in Close - e.g. ACME will match ACME Corp., and Exact to look for an exact match between the Company Name field in this Zap and a Lead Name in Close - e.g. ACME won't match ACME Corp.

Alternatively, you can lookup a lead by ID if you have access to the lead ID value via a trigger or an action variable.

Alternatively you can type a custom search query based on Close lead search syntax and make it dynamic using variables. All searches will be limited to a single result.

The Status ID of the Opportunity you want to search for.

The Status Type of the Opportunity. Choose from Active, Won, and Lost.

The value of the Opportunity in cents

The confidence of the Opportunity.

The close date of the Opportunity in yyyy-mm-dd format.

User assigned to the Opportunity.

The note of the Opportunity.

If you have access to the Lead ID value via a trigger or an action variable, you can enter the lead_id to search for an Opportunity based on lead_id.

Alternatively, you can look up an Opportunity by ID if you have access to the Opportunity from a previous step.

A date in yyyy-mm-dd format.

The text of the task.

Note: When using this field, you can increase the reliability of finding a task if you also include a Lead ID below.

Select incomplete to only search for current incomplete tasks. Select complete to only search for completed tasks.

If you have access to a Lead ID value via a trigger, action, or search, you can enter the Lead ID to search for a task attached to that specific lead.

Alternatively, you can lookup a task by ID if you have access to a task ID via a trigger, action, or search variable.

Select the lead to assign this contact to. If you have access to the lead ID, use the advanced features at the bottom of the drop-down to input the ID one time, or dynamically via trigger variable.

Alternatively, you can lookup a contact by ID if you have access to the contact ID value via a trigger or an action variable.

Note: This field will override any other fields selected in this search.

The name of this contact.

The title of this contact.

An URL of this contact.

Office Phone number (including country code).

Mobile Phone number (including country code).

Home Phone number (including country code).

Direct Phone number (including country code).

Fax Phone number (including country code).

Other Phone number (including country code).

Custom Objects are currently in Private Beta. To use this action make sure you have applied for Beta under your Close Settings > Custom Objects and were granted access.

The type of Custom Object you want to search for.

If you have access to a Lead ID value via a trigger or an action variable, you can enter it in this field to search for a Custom Object on a specific lead.

Alternatively, you can lookup a Custom Object by ID if you have access to the ID value via a trigger or an action variable.

Note: This field will override any other fields selected in this search.

Select the lead to assign this Custom Object to. This is usually a dynamic variable from a previous step.

Select the type of the Custom Object you're creating from the dropdown. You can go to the Custom Objects settings page in Close to create a new type.

The text of this note.

Select the lead to assign this note to. If you have access to the lead ID, use the advanced features at the bottom of the drop-down to input the ID one time, or dynamically via trigger variable.

Alternatively, you can lookup a note by ID if you have access to a note ID via a trigger, action, or search variable.

Select Yes to strip HTML tags from your note.

A date in yyyy-mm-dd format.

The text of the task.

Note: When using this field, you can increase the reliability of finding a task if you also include a Lead ID below.

Select incomplete to only search for current incomplete tasks. Select complete to only search for completed tasks.

If you have access to a Lead ID value via a trigger, action, or search, you can enter the Lead ID to search for a task attached to that specific lead.

Alternatively, you can lookup a task by ID if you have access to a task ID via a trigger, action, or search variable.

Select the user to assign this task to. Defaults to your user account.

Select the lead to assign this task to. If you have access to the lead ID, use the advanced features at the bottom of the drop-down to input the ID one time, or dynamically via trigger variable.

Set a due date for this task.

The text of this task.

Set whether this task is complete. True for complete. False for incomplete.

Select the meeting actions that will cause this Zap to trigger:

• scheduled
  • Triggers when a meeting is created in the future, is rescheduled to a time in the future, or is moved to the status upcoming
• started
  • Triggers when a meeting starts (and is moved to status in-progress)
• completed
  • Triggers when a meeting is completed (and is moved to status completed)
• canceled
  • Triggers when a meeting is canceled (and is moved to status canceled)

You can select more than one.

Note: The testing data for this trigger may return a Meeting in a different status than what is expected from the actions selected in this field. This happens because the trigger pulls the latest available Meeting activity from Close as test data when setting up your Zap. Once the Zap is turned on however, the Zap will trigger for the appropriate Meeting activities.

Use this field to filter events by the type of object the event happened to (e.g. a lead, a contact, an opportunity, etc). Learn more about object types here.

The dropdown lists the most common object types.

Use this field to filter events by the type of action taken. Learn more about event actions here.

The dropdown lists the most common actions taken.

Use this field to only trigger the Zap when the event is created by specific user(s).

If you're using the Updated action type, you can use this field to make the Zap only trigger if specific fields were updated.

Example: Entering description and url will make this Zap only trigger if the description of a lead OR the URL of a lead is updated.

Note: For custom fields, use the dropdown to select the correct custom field.

Use this filter to only trigger for sequence subscriptions associated with a specific sequence.

Select one of the following choices from the dropdown:

• Subscribed to trigger when a contact is subscribed to a sequence.
• Paused to trigger when a sequence subscription was paused manually or by a bulk action.
• Resumed to trigger when a sequence subscription is resumed (moved to active status).
• Goal to trigger when a sequence subscription reached the goal defined in the sequence and should stop.
• Finished to trigger when a sequence subscription went through all of the steps without reaching the goal.
• Error to trigger when a sequence subscription cannot continue because an error occurred.

Use this field to only trigger when a task is completed. If left blank, the Zap will trigger when a task is created.

Select a user, and only trigger on tasks assigned to that user.

The ID of the call you want to delete.

The ID of the contact you want to delete the email address from.

The email address you want to delete from the contact.

Lead ID of the source lead being merged into the destination lead. Note: This lead will be deleted after it's merged into the destination lead.

If conflicts exist in the lead name, description, status, or a custom field, this Zapier Action will keep the data from the destination lead and discard the conflicting data from this lead.

Lead ID of the destination lead that the source lead will be merged into. Note: After the merge is complete, this lead will remain.

If conflicts exist in the lead name, description, status, or a custom field, this Zapier Action will keep the data from this lead and discard the conflicting data from the source lead.

Select yes to receive an email when your bulk email is completed. Select no and you will not receive an email on completion.

The type of bulk action you'd like to complete.

Select a Lead Smart View or enter deprecated text-based search syntax that will find the leads you'd like to bulk edit.

Note: This field defaults to "All Leads".

Select one of the following from the dropdown:

• subscribe: creates a new sequence subscription for contacts that have never received a given sequence.
• resume: resumes any paused sequence subscriptions for a given sequence (if selected below), or all sequences if no sequence is selected.
• pause: pauses any active sequence subscriptions for a given sequence (if selected below), or all sequences if no sequence is selected.

Select a Lead Smart View or enter deprecated text-based search syntax that will find the leads with contacts you'd like to take the bulk sequence subscription action on.

Note: This field defaults to "All Leads".

The ID of the sequence that will be used in the bulk action.

Select whether to take action only on the primary/first contact or to take action on each contact of a lead. Regardless of the choice, if you are subscribing contacts only first email address of the contact will be used.

Select yes to receive an email when your bulk action is completed. Select no and you will not receive an email on completion.

Select the lead to assign this contact to. If you have access to the lead ID, use the advanced features at the bottom of the drop-down to input the ID one time, or dynamically via trigger variable.

The name of this contact.

The title of this contact.

An URL of this contact.

Office Phone number (including country code).

Mobile Phone number (including country code).

Home Phone number (including country code).

Direct Phone number (including country code).

Fax Phone number (including country code).

Other Phone number (including country code).

Custom Objects are currently in Private Beta. To use this action make sure you have applied for Beta under your Close Settings > Custom Objects and were granted access.

Select the lead to assign this Custom Object to. This is usually a dynamic variable from a previous step.

Select the type of the Custom Object you're creating from the dropdown. You can go to the Custom Objects settings page in Close to create a new type.

The type of data you want to export.

Format of the exported file. The choices are: CSV and JSON.

JSON is recommended for raw backups or data migrations.

Select a Lead Smart View or enter deprecated text-based search syntax that will find the leads you'd like to export. By default, all leads are exported.

The fields (columns) you'd like to appear in the export. For a full list of fields, you can check our documentation here. By default, all fields are included in the export if this field is empty.

The fields should be entered, separated by a comma. For example, for just the fields id, status_label, and status_id, you would enter:

id,status_label,status_id.

Activities (calls, emails, notes, status changes, etc.) aren't included in any exports by default. If you want all of your activities exported as well, choose yes. Otherwise, leave this field blank.

Note: this field only works for a leads export in JSON format.

Smart Fields aren't included in any exports by default. If you want all of them exported as well, choose yes. Otherwise, leave this field blank.

Note: this field only works for a leads export in JSON format, or any CSV export.

Lead / Company / Organization.

A description about the Lead

Lead status. Lead statuses must be set up in your Organization Settings first before they will show up in this drop-down.

Phone number (including country code, for example +1 833 462 5673).

Direct Phone number (including country code, for example +1 833 462 5673).

Mobile Phone number (including country code, for example +1 833 462 5673).

Home Phone number (including country code, for example +1 833 462 5673).

Fax Phone number (including country code, for example +1 833 462 5673).

Other Phone number (including country code, for example +1 833 462 5673).

The URL for the contact to be associated with this Lead.

Type of address.

First part of the street address for an address (e.g., "501 Forest Ave").

Second part of a street address if necessary (e.g., "Suite 410").

City name for an address (e.g., "Palo Alto").

State (abbreviation, if in the U.S.). E.g., "CA".

Country abbreviation for an address. E.g., "US".

Max 1 note. If you want to create more, use additional Create Note Zapier action steps.

Add a note to this Lead once it's created.

Max 1 task. If you want to create more, use additional Create Task Zapier action steps.

This field is required if you're assigning a task.

Max 1 opportunity. If you want to create more, use additional Create Opportunity Zapier action steps.

Set a value for this opportunity in cents

Set a percentage confidence level in this opportunity (between 0 and 100).

Select an existing Smart View from the dropdown, or type a custom search query based on Close search syntax. When selecting a Smart View from the dropdown, we utilize Smart View queries so that if you change the Smart View in Close, this action will always use the most up to date query to find results.

Filter your report by specific opportunity properties. More info on opportunity search here.

Example: Entering note:important in this field will filter the report by opportunities that have important in their note.

Select a Lead Smart View or enter deprecated text-based search syntax to filter your report by lead search.

Filter the report by selected status types.

Filter the report by selected statuses.

Filter the report by selected users.

Start date for the report in YYYY-MM-DD format.

End date for the report in YYYY-MM-DD format.

Instead of a Start Date and an End Date, use this field to choose a predefined date range for your report.

Note: This field will override Start Date and Date End.

Filter the report by the specified User ID.

Start date for the report in YYYY-MM-DD format.

End date for the report in YYYY-MM-DD format.

Instead of a Start Date and an End Date, use this field to choose a predefined date range for your report.

Note: This field will override Start Date and Date End.

The name of the Smart View.

Custom search query based on Close search syntax.

Select specific users in your organization to share the Smart View with.

Share this Smart View with your whole organization.

Note: This field overrides the Share With Specific Users field.

Select Lead for a lead status change report and select Opportunity for an opportunity status change report.

Select a Lead Smart View or enter deprecated text-based search syntax to filter your report.

Start date for the report in YYYY-MM-DD format.

End date for the report in YYYY-MM-DD format.

Instead of a Start Date and an End Date, use this field to choose a predefined date range for your report.

Note: This field will override Start Date and Date End.

If the report type is Opportunity, you can use this field to filter the report by User.