Close

CRM (Customer Relationship Management)

Update leads in Close when new opportunities in status arise

Keep track of new opportunities in the Close app with this seamless workflow. Once a new opportunity reaches a specific status in Close, this automation updates a corresponding lead with the given information. Eliminating manual data entry, this workflow makes it easier to manage project status updates while ensuring all information is updated across your team. A perfect solution for staying organized and increasing efficiency in your sales pipeline.

Keep track of new opportunities in the Close app with this seamless workflow. Once a new opportunity reaches a specific status in Close, this automation updates a corresponding lead with the given information. Eliminating manual data entry, this workflow makes it easier to manage project status updates while ensuring all information is updated across your team. A perfect solution for staying organized and increasing efficiency in your sales pipeline.

  1. When this happens...
    CloseClose
    New Opportunity in Status

    Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.

    TriggerInstant
  2. automatically do this!
    CloseClose
    Update Lead

    Updates an existing Lead.

    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 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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