Triggers when a new item is created in your Inbox, Done, or Future folder

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

Triggers when a new event is created.

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

Triggers when a contact is subscribed to a workflow, when a workflow subscription is paused, resumed, finished, has reached its goal, or has encountered an error.

Triggers when a new task is created or completed.

Triggers when a new inbound WhatsApp message is created or an outbound WhatsApp message is sent.

Creates a new WhatsApp message.

Delete an email on a lead.

Exports an activity overview or an activity comparison report to a CSV file.

Runs an activity overview report for your organization.

Creates a new bulk email.

Creates a new call.

Creates a new Contact.

Creates a new Custom Object.

Creates a new export of leads, opportunities, or contacts, based on a lead search query, that will be emailed to your email address.

Creates a New Lead

Find the total number of leads in a given Smart View.

Runs an opportunity report for your organization. This report will return the data that you see at the top of the "Opportunities" page in Close.

Runs a sent email report for your organization.

Creates a new Lead Smart View.

Runs a status change report for your organization.

Select a random user from your organization.

Turn on and off call forwarding for a specific number.

Updates an existing Call.

Updates an exisiting Custom Activity.

Updates an existing Lead.

Updates an existing Opportunity.

Updates an existing Lead Smart View.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Find a Connected Account you can use to send emails.

Finds an existing Custom Activity.

Find an existing Group.

Find existing Meetings.

Find existing Opportunities.

Find an existing task.

Find existing WhatsApp Messages.

Find or Create Custom Activity

Find or Create Lead

Find or Create Opportunity

Find or Create WhatsApp Message

Logs a new Activity on a Person, Company, Opportunity, or Lead.

Updates a Company depending on the match criteria.

Creates a new Company.

Creates or Updates a Person depending on the match criteria.

Updates a Lead depending on the match criteria.

Creates a new Lead.

Updates an Opportunity based off of a match criteria.

Creates a new Opportunity.

Updates a Project depending on the match criteria.

Creates a new Task.

Searches for an existing company in Copper.

Searches for an existing opportunity in Copper.

Searches for an existing project in Copper.

Searches an existing company in Copper.

Searches an existing opportunity in Copper.

Searches an existing project in Copper.

Triggers when a new lead is created.

Triggers when a new lead is added to a Smart View.

Triggers when a new Note is created.

Triggers when a new opportunity is added.

Triggers when a new inbound SMS is created or an outbound SMS is sent.

Adds an address to a lead.

Delete logged call.

Deletes a single email address from an existing contact.

Merges one lead into another lead.

Creates a new bulk action. You can choose from "Update the Lead Status," "Update a Custom Field," and "Clear a Custom Field".

Creates a new bulk workflow subscription action.

Creates a new Call Task.

Creates a new Custom Activity.

Creates a new email.

Adds a new user to your Close organization.

Creates a new note.

Runs an Opportunity Funnel report for your organization.

Creates a new opportunity.

Subscribes a contact to a Workflow.