Close + iClosed

Add new Close contacts to iClosed as contacts instantly

Eliminate the hassle of manually updating contact changes across multiple platforms with this workflow. Whenever a new contact is added in the Close app, the same contact is instantly created in the iClosed app. Enjoy seamless data management while saving time and streamlining your operations, courtesy of this seamless integration.

Eliminate the hassle of manually updating contact changes across multiple platforms with this workflow. Whenever a new contact is added in the Close app, the same contact is instantly created in the iClosed app. Enjoy seamless data management while saving time and streamlining your operations, courtesy of this seamless integration.

  1. When this happens...
    CloseClose
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    iClosediClosed
    Create Contact

    Create a contact in iClosed app

    ActionWrite
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Supported triggers and actions

    • Field(s) Required to Trigger

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Polling
    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
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.
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Related categories

  • CRM (Customer Relationship Management)

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iclosed logo
iclosed logo

About iClosed

iClosed is a sales analytics & scheduler platform that helps you scale your business.
Learn more

Related categories

  • Scheduling & Booking