Close + Drift Integrations
How to connect Close + Drift
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New Call RecordingTriggers when a new call recording or voicemail is added to Close.Trigger- New CallTriggers when a new Call is created or completed.Trigger
- New Contact in Contact Smart ViewTriggers when a new Contact is added to a Contact Smart View.Trigger
- New ContactTriggers when a new contact is created.Trigger
- New or Updated Custom ActivityTriggers when a Custom Activity is created or updated.Trigger
- New EmailTriggers when a new incoming Email is created or an outgoing Email is sent.Trigger
- New ExportTriggers when a new Export is created or completed.Trigger
- New Inbox ItemTriggers when a new item appears in your Close inbox.Trigger
- Close
Triggers when a new lead is created.
Instant
Trigger
- Close
Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.
Instant
Trigger
- Close
Triggers when a new lead is added to a search query or Smart View.
Scheduled
Trigger
- Close
Triggers when a Meeting is scheduled, started, completed, or canceled.
Instant
Trigger
- Close
Triggers when a new membership is added to or removed from your Close organization.
Instant
Trigger
- Close
Triggers when a new event is created.
Instant
Trigger
- Close
Triggers when a new Note is created.
Scheduled
Trigger
- Close
Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.
Instant
Trigger
- Close
Triggers when a new opportunity is added.
Instant
Trigger
- Close
Triggers when a contact is subscribed to a sequence, when a sequence subscription is paused, resumed, finished, has reached its goal, or has encountered an error.
Instant
Trigger
- Close
Triggers when a new inbound SMS is created or an outbound SMS is sent.
Instant
Trigger
- Close
Triggers when a new task is created or completed.
Instant
Trigger
- Close
Adds an address to a lead.
Scheduled
Action
- Close
Delete logged call.
Scheduled
Action
- Close
Delete an email on a lead.
Scheduled
Action
- Close
Deletes a single email address from an existing contact.
Scheduled
Action
- Close
Exports an activity overview or an activity comparison report to a CSV file.
Scheduled
Action
- Close
Merges one lead into another lead.
Scheduled
Action
- Close
Runs an activity overview report for your organization.
Scheduled
Action
- Close
Creates a new bulk action. You can choose from "Update the Lead Status," "Update a Custom Field," and "Clear a Custom Field".
Scheduled
Action
- Close
Creates a new bulk email.
Scheduled
Action
- Close
Creates a new bulk sequence subscription action.
Scheduled
Action
- Close
Creates a new call.
Scheduled
Action
- Close
Creates a new Contact.
Scheduled
Action
- Close
Creates a new Custom Activity.
Scheduled
Action
- Close
Creates a new email.
Scheduled
Action
- Close
Creates a new export of leads, opportunities, or contacts, based on a lead search query, that will be emailed to your email address.
Scheduled
Action
- Close
Invites a user to join your Close organization.
Scheduled
Action
- Close
Creates a New Lead
Scheduled
Action
- Close
Creates a new note.
Scheduled
Action
- Close
Find the total number of leads in a given query.
Scheduled
Action
- Close
Runs an Opportunity Funnel report for your organization.
Scheduled
Action
- Close
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.
Scheduled
Action
- Close
Creates a new opportunity.
Scheduled
Action
- Close
Runs a sent email report for your organization.
Scheduled
Action
- Close
Subscribes a contact to a sequence.
Scheduled
Action
- Close
Creates a new Lead Smart View.
Scheduled
Action
- Close
Creates a new SMS.
Scheduled
Action
- Close
Runs a status change report for your organization.
Scheduled
Action
- Close
Creates a new Task.
Scheduled
Action
- Close
Select a random user from your organization.
Scheduled
Action
- Close
Turn on and off call forwarding for a specific number.
Scheduled
Action
- Close
Updates an existing Call.
Scheduled
Action
- Close
Updates an existing Contact.
Scheduled
Action
- Close
Updates an exisiting Custom Activity.
Scheduled
Action
- Close
Updates an existing Lead.
Scheduled
Action
- Close
Updates an existing Note.
Scheduled
Action
- Close
Updates an existing Opportunity.
Scheduled
Action
- Close
Updates an existing Sequence Subscription.
Scheduled
Action
- Close
Updates an existing Lead Smart View.
Scheduled
Action
- Close
Updates an existing Task.
Scheduled
Action
- Close
Find an existing call.
Scheduled
Action
- Close
Find a Connected Account you can use to send emails.
Scheduled
Action
- Close
Finds an existing contact.
Scheduled
Action
- Close
Finds an existing Custom Activity.
Scheduled
Action
- Close
Find an existing lead.
Scheduled
Action
- Close
Find an existing note.
Scheduled
Action
- Close
Find an existing Opportunity.
Scheduled
Action
- Close
Find an existing sequence subscription.
Scheduled
Action
- Close
Find an existing task.
Scheduled
Action
- Close
Find an existing Close user.
Scheduled
Action
- Close
Find or Create Contact
Scheduled
Action
- Close
Find or Create Custom Activity
Scheduled
Action
- Close
Find or Create Lead
Scheduled
Action
- Close
Find or Create Note
Scheduled
Action
- Close
Find or Create Opportunity
Scheduled
Action
- Close
Find or Create Task
Scheduled
Action
- Drift
Triggers when a conversation is ready for consumption by third-party systems. This can occur in the following situations: - A conversation has not been active for a specified period of time (customizable by each organization) - A conversation had its status changed to 'closed' - A conversation was manually push to third-parties by a user.
Instant
Trigger
- Drift
Triggers when a conversation is ready for consumption by third-party systems. This can occur in the following situations: - A conversation has not been active for a specified period of time (customizable by each organization) - A conversation had its status changed to 'closed' - A conversation was manually push to third-parties by a user.
Instant
Trigger
- Drift
Triggers when an email address is collected from a lead.
Instant
Trigger
- Drift
Triggers when a conversation is started.
Instant
Trigger
- Drift
Triggers each time a new message in a conversation is received.
Instant
Trigger
- Drift
Triggers when a new contact is created through drift.identify. Unless specified by the Drift team, use the "new lead" trigger.
Instant
Trigger
- Drift
Triggers when a User has hit a goal within a playbook.
Instant
Trigger
- Drift
Triggers when a User reaches a Goal with a specific Lead Stage.
Instant
Trigger
- Drift
Creates or updates a contact.
Scheduled
Action
- Drift
Logs an event for a contact.
Scheduled
Action
- Drift
Updates an existing contact.
Scheduled
Action
- Drift
Lookup data for an existing user by their anonymous id.
Scheduled
Action
- Drift
Lookup User information by their end user id.
Scheduled
Action
How Close + Drift Integrations Work
- Step 1: Authenticate Close and Drift.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Close
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About Drift
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