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Close + HubSpot

Create bulk actions in Close for new companies in HubSpot

Effortlessly manage your contact lists with this HubSpot and Close workflow. When a new company is added in HubSpot, this automation will create a bulk action in Close, allowing you to save time and streamline your contact management process. Stay organized and efficiently handle your growing client base with this seamless integration.

Effortlessly manage your contact lists with this HubSpot and Close workflow. When a new company is added in HubSpot, this automation will create a bulk action in Close, allowing you to save time and streamline your contact management process. Stay organized and efficiently handle your growing client base with this seamless integration.

  1. When this happens...
    HubSpotHubSpot
    New Company

    Triggers when new company is available.

    TriggerScheduled
  2. automatically do this!
    CloseClose
    Create Bulk Action

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

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Type of Custom ObjectRequired

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.

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