Create notes for new leads status in Close to streamline the tracking process
When a new lead status is updated in Close, this workflow springs into action and promptly creates a note in the same platform. Turn this process into a seamless and efficient routine, reducing manual effort and ensuring that every lead status update is appropriately documented with relevant notes in Close. Keep your CRM consistently updated and never miss important lead status changes with this simple yet effective automation.
When a new lead status is updated in Close, this workflow springs into action and promptly creates a note in the same platform. Turn this process into a seamless and efficient routine, reducing manual effort and ensuring that every lead status update is appropriately documented with relevant notes in Close. Keep your CRM consistently updated and never miss important lead status changes with this simple yet effective automation.
- When this happens...
New Lead in StatusTriggers when a lead enters a new status. Optionally trigger when a lead is created in a status.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Create Note
Creates a new note.
ActionWriteCreate a new record or update an existing record in your app.
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New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Trigger ActionsRequired
Custom Object TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Limitations
Lead Smart View
(deprecated) Search Query
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote Contains Words Starting With...
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStatus ID
Status Label
Status Type
Value Period
Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source Lead IDRequired
Destination Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Done EmailRequired
TypeRequired
Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action TypeRequired
Smart View or (deprecated) Search QueryRequired
Workflow ID
Send Done EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead
Name
Title
Url
Office Phone
Mobile Phone
Home Phone
Direct Phone
Fax Phone
Other Phone
Office Email
Home Email
Direct Email
Other Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Custom Object TypeRequired
Custom Object NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Export TypeRequired
FormatRequired
Lead Smart View or (deprecated) Search Query
Fields
Include Activities
Include Smart Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company Name
Description
URL
Status
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Contact Direct Phone
Contact Mobile Phone
Contact Home Phone
Contact Fax Phone
Contact Other Phone
Contact URL
Address Label
Address Street 1
Address Street 2
Address City
Address State
Address ZIP Code
Address Country
Note
Text
Note
Task Text
Task Due Date
Task Assignee
Note
Opportunity Status
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Date
Opportunity Note
Opportunity User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity Query
Lead Smart View or (deprecated) Search Query
Status Types
Statuses
User IDs
Start Date
End Date
Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User ID
Start Date
End Date
Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
QueryRequired
Share With Specific Users
Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Report TypeRequired
Lead Smart View or (deprecated) Search Query
Start Date
End Date
Or Use a Date Range Label
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group(s) to Select From
Availability
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone NumberRequired
Call Forwarding Enable/DisableRequired
Forward to Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call IDRequired
Contact
Text
Phone Number
Duration
Recording URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Activity IDRequired
Custom Activity TypeRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Company Name
Description
Url
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Assigned to User
Contact ID
Status
Confidence
Value
Value Period
Close Date
Notes
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Smart View IDRequired
Name
Query
Share With Specific Users
Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Text
User ID
From Email Or Domain
From Name
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Activity TypeRequired
Status
Lead ID
Search by Custom Activity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup Name
Group ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Date
Assigned To
Status
Title
Lead ID
Search by Meeting ID
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity Status ID
Opportunity Status Type
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Close Date
Opportunity User
Opportunity Note
Opportunity Lead ID
Or Search by Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appAssigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Contact Name
Contact Title
Contact Email
Contact Phone
Lead ID
Search by Contact ID
Lead
Name
Title
Url
Office Phone
Mobile Phone
Home Phone
Direct Phone
Fax Phone
Other Phone
Office Email
Home Email
Direct Email
Other Email
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundResult LimitRequired
Custom Object TypeRequired
Lead ID
Custom Object Name
Search by Custom Object ID
Lead IDRequired
Custom Object TypeRequired
Custom Object NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote Contains Words Starting With...
Lead IDRequired
Or Search by Note ID
Text TypeRequired
Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAssigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
Assigned To
LeadRequired
Date
TextRequired
Is Complete
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Field(s) Required to Trigger
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Smart View IDRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCustom Activity V 2 Instructions
Custom Activity TypeRequired
Filled-in fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Direction
Template ID
User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status ID
Old Status ID
Trigger on Lead Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Object TypeRequired
ActionRequired
User ID
Changed Fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status ID
New Status Type
Old Status ID
Old Status Type
Trigger on Opportunity Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow
ActionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Completed?
Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead IDRequired
Address Label
Address 1
Address 2
City
State
Zipcode
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
MetricsRequired
Date RangeRequired
Users
groups
Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MetricsRequired
Date RangeRequired
Users
Groups
Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
Lead Smart View or (deprecated) Search QueryRequired
Exclude leads that already received this email templateRequired
Contact PreferenceRequired
Send Done EmailRequired
Email Acccount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact ID
Phone Number
Direction
Duration
Text
Recording URL
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Custom Activity TypeRequired
Created By User
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact
StatusRequired
Date Created
Date Scheduled
To
Cc
Bcc
Subject
Body Text
Body HTML
Template
Follow-Up Date
Email Account ID
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Text TypeRequired
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Report breakdownRequired
PipelineRequired
Report typeRequired
Report Period (range)
Report Period (dates)
Created Period (range)
Created Period (dates)
Comparison Period (range)
Comparison Period (dates)
Comparison Period (custom dates)
Smart View
Users or Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead
StatusRequired
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
WorkflowRequired
Send emails from
Assign calls to
Send SMS from
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact ID
Date Created
StatusRequired
Date Scheduled
Local PhoneRequired
Remote PhoneRequired
Text
Template
SourceRequired
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned To
LeadRequired
Date
TextRequired
Is Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Name
Title
Email Addresses
Phone Numbers
Urls
Add to or Replace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Object IDRequired
Custom Object TypeRequired
Custom Object Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note IDRequired
Text TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubscriptionRequired
ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Assigned To
Text
Date
Is Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Direction
Note
User ID
Date Range
Find First Call on Lead
Lead ID
Or Search by Call ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Contact Name
Contact Title
Contact Email
Contact Phone
Lead ID
Search by Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Custom Object TypeRequired
Lead ID
Custom Object Name
Search by Custom Object ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
Company Name Matching
Company URL
Email
Phone
Or Search by Lead ID
Or Use a Custom Search Query
ActionThis is an event a Zap performs.SearchFind existing data in your appNote Contains Words Starting With...
Lead ID
Or Search by Note ID
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkflow
Contact ID
Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your appFull Name
Email
Or Search by User ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Activity TypeRequired
Status
LeadRequired
Search by Custom Activity ID
Custom Activity TypeRequired
Created By User
StatusRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCompany Name
Company Name Matching
Company URL
Email
Phone
Or Search by Lead ID
Or Use a Custom Search Query
Company Name
Description
URL
Status
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Contact Direct Phone
Contact Mobile Phone
Contact Home Phone
Contact Fax Phone
Contact Other Phone
Contact URL
Address Label
Address Street 1
Address Street 2
Address City
Address State
Address ZIP Code
Address Country
Note
Text
Note
Task Text
Task Due Date
Task Assignee
Note
Opportunity Status
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Date
Opportunity Note
Opportunity User
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOpportunity Status ID
Opportunity Status Type
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Close Date
Opportunity User
Opportunity Note
Lead
Or Search by Opportunity ID
StatusRequired
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Close
Related categories
Related Zap Templates
- Generate Close leads from new Calendly invitees
- Get Slack notifications for new Close leads
- Create new Close leads from new Jotform submissions
- Send new Typeform entries to Close as leads
- Create leads in Close from new OnceHub bookings
- Send Slack channel messages for new opportunities in specific status in Close
- Create Close leads from new contacts added to lists in ActiveCampaign
- Create leads in Close from new Unbounce form submissions
- Add new TikTok Lead Generation leads to Close
- Forward an incoming Close SMS message to another phone number
- Post Slack messages for new Close opportunities
- Create Close leads from new submissions in Jotform
- Send newly-updated Google Sheets rows to Close as leads
- Send new Close leads to Mailchimp
- Send funnel events to Facebook Conversions from Close
- Create new Close leads from Google Forms responses
- Get Gmail emails for new SMS messages in Close
- Add Google Ads offline conversions for new Close opportunities in a status
- Create new leads in Close from submitted Webflow form entries
- Add new Close contacts to Mailchimp as subscribers
- Create leads in Close for new events in Instantly
- Create new leads in Close when contacts are identified in ClickFunnels
- Create Close leads for new Gravity Forms submissions
- Create notes in Close for new recordings added in tl;dv
- Send new opportunity statuses on Close to Google Ads as offline conversions
- Create leads in Close for new contacts in Apollo
- Create new Close leads from new Wix forms
- Create new Close leads from new Apollo contacts
- Add new Close contacts to Google Contacts
- Create new Close leads from new Typeform entries
- Find leads and update opportunities in Close when new envelopes are sent or completed in DocuSign
- Run Close.io activity reports on demand and post to a Slack channel
- Create Close contacts from new Facebook Lead Ads leads
- Create new opportunities in Close for every new invitee in Calendly
- Update leads in close when opportunities reach a new status
- Create detailed events in Google Calendar for new tasks in Close
- Create new leads in Close when new subscribers join in Kit
- Send offline conversions in Google Ads for new leads status updates in Close
- Add contacts to a Google Ads customer list for new leads on Close
- Upload new call recordings in Close to Fireflies.ai
- Create leads in Close from new contacts in Ontraport
- Add contacts to a Google Ads customer list for new contacts on Close
- Create Close leads from new Manychat tagged users
- Share updates from Close as funnel events to Facebook Conversions
- Add new Snitcher leads to Close
- Update new Close leads with personal and company data from Clearbit
- Send offline conversions in Google Ads for new leads in Close
- Create new Close contacts from new Onepage leads
- Create new leads in Close from new or updated Google Forms responses
- Create DocuSign signature requests for new or updated Close custom activities
- Update opportunities in Close when envelopes are signed in DocuSign
- Create Close leads from new Jotform submissions with addresses
- Post Slack messages for new Close tasks
- Send offline conversions in Google Ads for new contacts in Close
- Create new leads in Close for new or updated subscribers in Mailchimp
- Create PandaDoc documents for new or updated Close custom activities
- Create leads in Close from new SavvyCal events
- Add new Woodpecker tasks to Close
- Create offline conversions in Google Ads for new Close opportunities
- Create or update OpenPhone contacts from new Close opportunities
- Create leads in Close for new Stripe subscriptions
- Create new leads in Close from new form submissions in Leadpages
- Add new OnceHub contacts as Close leads
- Create Close leads from new Proposify proposals
- Create new contacts in Close from Instantly events
- Create new leads in Close from new submissions in Fillout Forms
- Create or update ActiveCampaign contacts for new leads in Close status
- Create weekly exports in Close with Schedule by Zapier trigger
- Create leads in Close for new contacts in RocketReach
- Create custom activities in Close for every new submission in Fillout Forms
- Create leads in Close for new form submissions in FunnelCockpit
- Create Close leads from new Gmail emails
- Create new opportunities in Close when opportunities reach a specific status
- Send WhatsApp Notifications messages when new sms appear in Close
- Create notes in Close from new Google Forms responses
- Manage new opportunities status in Close by adding or updating contacts in Brevo
- Create new leads in Close from new rows in Google Sheets
- Find or create leads in Close for new activity in ClickFunnels
- Trigger phone calls in Synthflow AI when new custom activities are published in Close
- Create new leads in Close from Perspective's funnel-generated leads
- Add new Wufoo entries to Close as leads
- Add new Close tasks to Todoist
- Create Close leads from new Ticketbud attendees
- Create Close leads from new Pardot prospects
- Create Process Street workflow run for Close opportunities
- Add new Process Street workflow run as Close tasks
- Add Close leads to Repsly
- Add new Repsly clients to Close
- Send new Wufoo entries to Close as opportunities
- Add Close leads from emails parsed by Zapier
- Add new CallRail calls to Close as leads
- Create Close leads from new emails in Gmail
- Send emails via Gmail for new Close opportunities
- Trigger events on Drip for new Close leads
- Send new Close leads to Google Contacts
- Create leads in Close for new transcripts on Olark
- Create leads on Close for new submissions on FormKeep
- Add Close leads from new LiveChat chats
- Send new Formsite results to Close as new leads
- Add Close leads from new responses to Reply emails
Related Zap Templates
- Generate Close leads from new Calendly invitees
- Send new Typeform entries to Close as leads
- Create Close leads from new contacts added to lists in ActiveCampaign
- Forward an incoming Close SMS message to another phone number
- Send newly-updated Google Sheets rows to Close as leads
- Create new Close leads from Google Forms responses
- Create new leads in Close from submitted Webflow form entries
- Create new leads in Close when contacts are identified in ClickFunnels
- Send new opportunity statuses on Close to Google Ads as offline conversions
- Create new Close leads from new Apollo contacts
- Find leads and update opportunities in Close when new envelopes are sent or completed in DocuSign
- Create new opportunities in Close for every new invitee in Calendly
- Create new leads in Close when new subscribers join in Kit
- Upload new call recordings in Close to Fireflies.ai
- Create Close leads from new Manychat tagged users
- Update new Close leads with personal and company data from Clearbit
- Create new leads in Close from new or updated Google Forms responses
- Create Close leads from new Jotform submissions with addresses
- Create new leads in Close for new or updated subscribers in Mailchimp
- Add new Woodpecker tasks to Close
- Create leads in Close for new Stripe subscriptions
- Create Close leads from new Proposify proposals
- Create or update ActiveCampaign contacts for new leads in Close status
- Create custom activities in Close for every new submission in Fillout Forms
- Create new opportunities in Close when opportunities reach a specific status
- Manage new opportunities status in Close by adding or updating contacts in Brevo
- Trigger phone calls in Synthflow AI when new custom activities are published in Close
- Add new Close tasks to Todoist
- Create Process Street workflow run for Close opportunities
- Add new Repsly clients to Close
- Add new CallRail calls to Close as leads
- Trigger events on Drip for new Close leads
- Create leads on Close for new submissions on FormKeep
- Add Close leads from new responses to Reply emails
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- Get Slack notifications for new Close leads
- Create leads in Close from new OnceHub bookings
- Create leads in Close from new Unbounce form submissions
- Post Slack messages for new Close opportunities
- Send new Close leads to Mailchimp
- Get Gmail emails for new SMS messages in Close
- Add new Close contacts to Mailchimp as subscribers
- Create Close leads for new Gravity Forms submissions
- Create leads in Close for new contacts in Apollo
- Add new Close contacts to Google Contacts
- Run Close.io activity reports on demand and post to a Slack channel
- Update leads in close when opportunities reach a new status
- Send offline conversions in Google Ads for new leads status updates in Close
- Create leads in Close from new contacts in Ontraport
- Share updates from Close as funnel events to Facebook Conversions
- Send offline conversions in Google Ads for new leads in Close
- Create DocuSign signature requests for new or updated Close custom activities
- Post Slack messages for new Close tasks
- Create PandaDoc documents for new or updated Close custom activities
- Create offline conversions in Google Ads for new Close opportunities
- Create new leads in Close from new form submissions in Leadpages
- Create new contacts in Close from Instantly events
- Create weekly exports in Close with Schedule by Zapier trigger
- Create leads in Close for new form submissions in FunnelCockpit
- Send WhatsApp Notifications messages when new sms appear in Close
- Create new leads in Close from new rows in Google Sheets
- Create new leads in Close from Perspective's funnel-generated leads
- Create Close leads from new Ticketbud attendees
- Add new Process Street workflow run as Close tasks
- Send new Wufoo entries to Close as opportunities
- Create Close leads from new emails in Gmail
- Send new Close leads to Google Contacts
- Add Close leads from new LiveChat chats
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- Create new Close leads from new Jotform submissions
- Send Slack channel messages for new opportunities in specific status in Close
- Add new TikTok Lead Generation leads to Close
- Create Close leads from new submissions in Jotform
- Send funnel events to Facebook Conversions from Close
- Add Google Ads offline conversions for new Close opportunities in a status
- Create leads in Close for new events in Instantly
- Create notes in Close for new recordings added in tl;dv
- Create new Close leads from new Wix forms
- Create new Close leads from new Typeform entries
- Create Close contacts from new Facebook Lead Ads leads
- Create detailed events in Google Calendar for new tasks in Close
- Add contacts to a Google Ads customer list for new leads on Close
- Add contacts to a Google Ads customer list for new contacts on Close
- Add new Snitcher leads to Close
- Create new Close contacts from new Onepage leads
- Update opportunities in Close when envelopes are signed in DocuSign
- Send offline conversions in Google Ads for new contacts in Close
- Create leads in Close from new SavvyCal events
- Create or update OpenPhone contacts from new Close opportunities
- Add new OnceHub contacts as Close leads
- Create new leads in Close from new submissions in Fillout Forms
- Create leads in Close for new contacts in RocketReach
- Create Close leads from new Gmail emails
- Create notes in Close from new Google Forms responses
- Find or create leads in Close for new activity in ClickFunnels
- Add new Wufoo entries to Close as leads
- Create Close leads from new Pardot prospects
- Add Close leads to Repsly
- Add Close leads from emails parsed by Zapier
- Send emails via Gmail for new Close opportunities
- Create leads in Close for new transcripts on Olark
- Send new Formsite results to Close as new leads