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Close + HubSpot

Create HubSpot contacts for new Close leads

Streamline your sales process and enhance your lead management by connecting Close and HubSpot with this efficient workflow. Whenever a new lead is added in Close, this automation will retrieve their contact information in HubSpot, ensuring a seamless consolidation of your crucial customer data and helping your team stay organized and focused on driving sales.

Streamline your sales process and enhance your lead management by connecting Close and HubSpot with this efficient workflow. Whenever a new lead is added in Close, this automation will retrieve their contact information in HubSpot, ensuring a seamless consolidation of your crucial customer data and helping your team stay organized and focused on driving sales.

  1. When this happens...
    CloseClose
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Get Contact

    Gets an existing contact by ID.

    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
hubspot logo

About HubSpot

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

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