Close + Convoso
Create Convoso leads from new Close opportunities
Stay on top of new opportunities and streamline your lead management process with this automation. When a new opportunity arises in Close, it instantly creates a lead in Convoso, ensuring that your team can quickly follow up and capitalize on the potential sale. Save time and effort by letting this workflow handle lead creation for you, so you can focus on converting those leads into customers.
Stay on top of new opportunities and streamline your lead management process with this automation. When a new opportunity arises in Close, it instantly creates a lead in Convoso, ensuring that your team can quickly follow up and capitalize on the potential sale. Save time and effort by letting this workflow handle lead creation for you, so you can focus on converting those leads into customers.
- When this happens...
New OpportunityTriggers when a new opportunity is added.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Lead: InsertThis is to create a new lead in convoso
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.Contact Smart View IDRequired
Try ItTriggerThis is the start of your ZapScheduledZapier 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
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.LeadRequired
StatusRequired
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
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
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.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.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.Note
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 appNote
Result 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 foundNote
Result 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
Email Template Event
Triggers when a new Convoso email template workflow event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Event
Triggers when a new convoso list workflow event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Phone NumberRequired
Country CodeRequired
Campaign IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign ID
Queue ID
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
User ID
RecipientRequired
Comments
Callback Time ZoneRequired
Callback TimeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call Log IDRequired
Extra Field 01
Extra Field 02
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone NumberRequired
Phone CodeRequired
Campaign IDRequired
Update Lead Status
Lead Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status
Check for Duplicates
Check for Duplicates in Archived Leads
Check the DNC
Check the Wireless List
Hopper
Hopper Priority
Hopper Expires In
BlueInk Digital Token
Reject by Carrier Type
Filter Phone Code
Update if Found
Search Campaign ID
Search List ID
Update Order by Last Called Time
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Campaign IDRequired
Description
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call Log ID ★Required
Revenue
Return
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.StatusRequired
Status NameRequired
Hex Color
Final Option
Reached Option
Success Option
DNC Option
Callback Option
Contact Option
Voicemail Option
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Start Date
End Date
Campaign IDs
List IDs
User IDs
Status IDs
ActionThis is an event a Zap performs.SearchFind existing data in your appLead ID
Campaign ID
Queue ID
List ID
User ID
Call Type
Called Count
Status
Phone Number
First Name
Last Name
Start Time
End Time
Limit
Offset
Order
Include Recordings
ActionThis is an event a Zap performs.SearchFind existing data in your appDNC ID
Campaign ID
Phone Number
Phone Code
Insert Date
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appLead ID
User ID
Created At (Start Date)
Created At (End Date)
Last Call (Start Date)
Last Call (End Date)
Offset
Return Count Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appQuery
ActionThis is an event a Zap performs.SearchFind existing data in your appUser's Email, First Name, Last Name
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app
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.Lead Smart View
(deprecated) Search Query
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote Contains Words Starting With...
Try ItTriggerThis is the start of your ZapScheduledZapier 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.LeadRequired
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.Note
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.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
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.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
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
LeadRequired
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 foundNote
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 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
LeadRequired
Or Search by Opportunity ID
StatusRequired
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCampaign Event
Triggers when a new convoso campaign workflow event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Inbound Number Event
Triggers when a new Convoso Inbound Number workflow event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Queue Event
Triggers when a new Convoso queue workflow event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Callback IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Callback IDRequired
User ID
Recipient
Comments
Callback Time Zone
Callback Time
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign IDRequired
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List IDRequired
Name
Campaign ID
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.StatusRequired
Status NameRequired
Hex Color
Final OptionRequired
Reached OptionRequired
Success OptionRequired
DNC OptionRequired
Callback OptionRequired
Contact OptionRequired
Voicemail OptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
User
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign ID
Comments
Callback ID
Lead ID
List ID
Recipient Type
User ID
Stage
Offset
Limit
Start Date
End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appIgnore this Field
ActionThis is an event a Zap performs.SearchFind existing data in your appLead IDRequired
Start Time
End Time
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appStatusRequired
List ID
Campaign ID
ActionThis is an event a Zap performs.SearchFind existing data in your appUser EmailRequired
Start Date & Time
End Date & Time
Offset
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app
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.
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CRM (Customer Relationship Management)About Convoso
Convoso is a cloud-based call center software for sales and lead generation teams.