Close + Instantly

Create new Instantly leads from new status opportunities in Close

Automatically integrate new opportunities flagged in the Close app into a campaign in the Instantly app. This seamless workflow efficiently bridges these applications, removing tedious manual entry and allowing you to focus on leveraging your new opportunities. Boost your business agility and stay ahead of the competition with this precise and targeted strategy.

Automatically integrate new opportunities flagged in the Close app into a campaign in the Instantly app. This seamless workflow efficiently bridges these applications, removing tedious manual entry and allowing you to focus on leveraging your new opportunities. Boost your business agility and stay ahead of the competition with this precise and targeted strategy.

  1. When this happens...
    CloseClose
    New Opportunity in Status

    Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.

    TriggerInstant
  2. automatically do this!
    InstantlyInstantly
    Add Lead to Campaign

    Add lead to a campaign

    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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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instantly logo
instantly logo

About Instantly

Instantly is an email automation platform that helps scale outreach campaigns.
Learn more

Related categories

  • Email