Close + FanBasis

Update leads in Close when new leads are qualified in FanBasis

Boost your sales strategy with our seamless workflow connecting FanBasis and Close. Once a lead is qualified in FanBasis, this automation will swiftly update that lead in Close, ensuring your sales team always has the most recent information. It eliminates the need for manual transfers and helps your team to focus on nailing those sales pitches. Improve efficiency and keep your leads up-to-date effortlessly with this practical automation.

Boost your sales strategy with our seamless workflow connecting FanBasis and Close. Once a lead is qualified in FanBasis, this automation will swiftly update that lead in Close, ensuring your sales team always has the most recent information. It eliminates the need for manual transfers and helps your team to focus on nailing those sales pitches. Improve efficiency and keep your leads up-to-date effortlessly with this practical automation.

  1. When this happens...
    FanBasisFanBasis
    Qualify Leads

    Triggers when a Lead is Qualified.

    TriggerInstant
  2. automatically do this!
    CloseClose
    Update Lead

    Updates an existing Lead.

    ActionWrite
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Supported triggers and actions

  • FanBasis triggers, actions, and search

    Joined Discord

    Triggers when a user joins discord server.

    Trigger
    Instant
    Try It
  • FanBasis triggers, actions, and search

    New Sale

    Triggers when any new or recurring sale occurs in FanBasis.

    Trigger
    Instant
    Try It
close logo
close logo

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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fanbasis logo
fanbasis logo

About FanBasis

FanBasis is a marketplace for digital products & services, enabling creators & businesses to connect, scale, and create with trusted fans and clients worldwide.

Related categories

  • Sales & CRM