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Close + HubSpot

Create HubSpot tickets for new Close opportunities

Effortlessly manage new opportunities in Close and streamline your support process with this automation. When a new opportunity arises in Close, a corresponding ticket will be created in HubSpot, ensuring your team can handle inquiries more effectively and consistently. Stay organized and proactive in addressing your leads' needs with this seamless workflow.

Effortlessly manage new opportunities in Close and streamline your support process with this automation. When a new opportunity arises in Close, a corresponding ticket will be created in HubSpot, ensuring your team can handle inquiries more effectively and consistently. Stay organized and proactive in addressing your leads' needs with this seamless workflow.

  1. When this happens...
    CloseClose
    New Opportunity

    Triggers when a new opportunity is added.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Create Ticket

    Creates a Ticket in HubSpot.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Close triggers, actions, and search

    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Scheduled
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
    • Completed?

    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 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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