Close + JustCall
Add new Close leads to JustCall sales dialer campaigns
Stay on top of your sales game with this workflow that connects Close and JustCall. Whenever a new lead is created in Close, it gets added to a Sales Dialer Campaign in JustCall, streamlining your sales process and ensuring you never miss an opportunity to connect with prospects. Boost your efficiency and improve lead management with this seamless integration.
Stay on top of your sales game with this workflow that connects Close and JustCall. Whenever a new lead is created in Close, it gets added to a Sales Dialer Campaign in JustCall, streamlining your sales process and ensuring you never miss an opportunity to connect with prospects. Boost your efficiency and improve lead management with this seamless integration.
- When this happens...
New LeadTriggers when a new lead is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
[Legacy] Add to Sales Dialer CampaignThis action allows you to add a contact to an existing Sales Dialer Campaign.
ActionWriteCreate a new record or update an existing record in your app.
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New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Trigger ActionsRequired
Custom Object TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Limitations
Lead Smart View
(deprecated) Search Query
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNote Contains Words Starting With...
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStatus ID
Status Label
Status Type
Value Period
Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source Lead IDRequired
Destination Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Done EmailRequired
TypeRequired
Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action TypeRequired
Smart View or (deprecated) Search QueryRequired
Workflow ID
Send Done EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead
Name
Title
Url
Office Phone
Mobile Phone
Home Phone
Direct Phone
Fax Phone
Other Phone
Office Email
Home Email
Direct Email
Other Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Custom Object TypeRequired
Custom Object NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Export TypeRequired
FormatRequired
Lead Smart View or (deprecated) Search Query
Fields
Include Activities
Include Smart Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company Name
Description
URL
Status
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Contact Direct Phone
Contact Mobile Phone
Contact Home Phone
Contact Fax Phone
Contact Other Phone
Contact URL
Address Label
Address Street 1
Address Street 2
Address City
Address State
Address ZIP Code
Address Country
Note
Text
Note
Task Text
Task Due Date
Task Assignee
Note
Opportunity Status
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Date
Opportunity Note
Opportunity User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity Query
Lead Smart View or (deprecated) Search Query
Status Types
Statuses
User IDs
Start Date
End Date
Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User ID
Start Date
End Date
Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
QueryRequired
Share With Specific Users
Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Report TypeRequired
Lead Smart View or (deprecated) Search Query
Start Date
End Date
Or Use a Date Range Label
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group(s) to Select From
Availability
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone NumberRequired
Call Forwarding Enable/DisableRequired
Forward to Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call IDRequired
Contact
Text
Phone Number
Duration
Recording URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Activity IDRequired
Custom Activity TypeRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Company Name
Description
Url
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Assigned to User
Contact ID
Status
Confidence
Value
Value Period
Close Date
Notes
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Smart View IDRequired
Name
Query
Share With Specific Users
Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Text
User ID
From Email Or Domain
From Name
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Activity TypeRequired
Status
Lead ID
Search by Custom Activity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup Name
Group ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Date
Assigned To
Status
Title
Lead ID
Search by Meeting ID
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity Status ID
Opportunity Status Type
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Close Date
Opportunity User
Opportunity Note
Opportunity Lead ID
Or Search by Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appAssigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Contact Name
Contact Title
Contact Email
Contact Phone
Lead ID
Search by Contact ID
Lead
Name
Title
Url
Office Phone
Mobile Phone
Home Phone
Direct Phone
Fax Phone
Other Phone
Office Email
Home Email
Direct Email
Other Email
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundResult LimitRequired
Custom Object TypeRequired
Lead ID
Custom Object Name
Search by Custom Object ID
Lead IDRequired
Custom Object TypeRequired
Custom Object NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote Contains Words Starting With...
Lead IDRequired
Or Search by Note ID
Text TypeRequired
Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAssigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
Assigned To
LeadRequired
Date
TextRequired
Is Complete
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Call AI Report Generated
Triggers when the AI-powered insights for a JustCall call are generated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call Completed (Sales Dialer)
Triggers when a call is completed in Sales Dialer.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call Updated (Sales Dialer)
Triggers when a call is updated in Sales Dialer(This event will only contain the keys for which the values of a call are actually updated).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Incoming Caller Enters Queue
Triggers when an incoming call enters an queue.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Incoming Call
Triggers for a new incoming call
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Appointment
Triggers when a new appointment is scheduled via JustCall Appointment Scheduler (Public Calendar)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan[Legacy] Call Ended
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSMS Sent or Received
Triggers when a new text is sent from (or received on) your JustCall numbers
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Voicemail
Triggers whenever there is a new voicemail
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Received
Triggers when an SMS is received in JustCall (incoming only)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call Updated
Triggers when a call is updated(This event will only contain the keys for which the values of a call are actually updated).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CampaignRequired
PhoneRequired
First Name
Last Name
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer/Client NumberRequired
JustCall Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign IDRequired
PhoneRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To NumberRequired
FromRequired
BodyRequired
Date & TimeRequired
Offset (in minutes)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To NumberRequired
FromRequired
BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact idRequired
First NameRequired
Last Name
Phone NumberRequired
Email
Company
Notes
Other Phone Label
Other Phone Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.phoneRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Field(s) Required to Trigger
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Smart View IDRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCustom Activity V 2 Instructions
Custom Activity TypeRequired
Filled-in fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Direction
Template ID
User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status ID
Old Status ID
Trigger on Lead Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Object TypeRequired
ActionRequired
User ID
Changed Fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status ID
New Status Type
Old Status ID
Old Status Type
Trigger on Opportunity Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow
ActionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Completed?
Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead IDRequired
Address Label
Address 1
Address 2
City
State
Zipcode
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
MetricsRequired
Date RangeRequired
Users
groups
Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MetricsRequired
Date RangeRequired
Users
Groups
Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
Lead Smart View or (deprecated) Search QueryRequired
Exclude leads that already received this email templateRequired
Contact PreferenceRequired
Send Done EmailRequired
Email Acccount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact ID
Phone Number
Direction
Duration
Text
Recording URL
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Custom Activity TypeRequired
Created By User
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact
StatusRequired
Date Created
Date Scheduled
To
Cc
Bcc
Subject
Body Text
Body HTML
Template
Follow-Up Date
Email Account ID
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Text TypeRequired
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Report breakdownRequired
PipelineRequired
Report typeRequired
Report Period (range)
Report Period (dates)
Created Period (range)
Created Period (dates)
Comparison Period (range)
Comparison Period (dates)
Comparison Period (custom dates)
Smart View
Users or Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead
StatusRequired
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
WorkflowRequired
Send emails from
Assign calls to
Send SMS from
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact ID
Date Created
StatusRequired
Date Scheduled
Local PhoneRequired
Remote PhoneRequired
Text
Template
SourceRequired
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned To
LeadRequired
Date
TextRequired
Is Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Name
Title
Email Addresses
Phone Numbers
Urls
Add to or Replace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Object IDRequired
Custom Object TypeRequired
Custom Object Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note IDRequired
Text TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubscriptionRequired
ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Assigned To
Text
Date
Is Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Direction
Note
User ID
Date Range
Find First Call on Lead
Lead ID
Or Search by Call ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Contact Name
Contact Title
Contact Email
Contact Phone
Lead ID
Search by Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Custom Object TypeRequired
Lead ID
Custom Object Name
Search by Custom Object ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
Company Name Matching
Company URL
Email
Phone
Or Search by Lead ID
Or Use a Custom Search Query
ActionThis is an event a Zap performs.SearchFind existing data in your appNote Contains Words Starting With...
Lead ID
Or Search by Note ID
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkflow
Contact ID
Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your appFull Name
Email
Or Search by User ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Activity TypeRequired
Status
LeadRequired
Search by Custom Activity ID
Custom Activity TypeRequired
Created By User
StatusRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCompany Name
Company Name Matching
Company URL
Email
Phone
Or Search by Lead ID
Or Use a Custom Search Query
Company Name
Description
URL
Status
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Contact Direct Phone
Contact Mobile Phone
Contact Home Phone
Contact Fax Phone
Contact Other Phone
Contact URL
Address Label
Address Street 1
Address Street 2
Address City
Address State
Address ZIP Code
Address Country
Note
Text
Note
Task Text
Task Due Date
Task Assignee
Note
Opportunity Status
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Date
Opportunity Note
Opportunity User
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOpportunity Status ID
Opportunity Status Type
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Close Date
Opportunity User
Opportunity Note
Lead
Or Search by Opportunity ID
StatusRequired
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAI Voice Agent Data Generated for Call
Trigger is only applicable for calls picked up by the JustCall AI Voice Agent and provides data associated with and collected by the Voice Agent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call Answered
Triggers when a call answered an queue.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call Initiated
Triggers when a call initiated from JustCall.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.[Legacy] Incoming Call
Triggers for a new incoming call
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Incoming Caller Exits Queue
Triggers when an incoming call exits an queue.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Missed Call
Trigger when an incoming call is missed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call Completed
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is added to your JustCall address book.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan[Legacy] New Text
Triggers when a new text is sent from (or received on) your JustCall numbers
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSMS Delivery Status Updated
Triggers when an outgoing SMS gets delivered
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Sent
Triggers when an SMS is sent via JustCall (outgoing only)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.[Legacy] Call Updated
Triggers when you add/update notes and disposition codes for a particular call
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CampaignRequired
PhoneRequired
First Name
Last Name
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer/Client NumberRequired
JustCall Number
Country Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.firstnameRequired
lastname
phoneRequired
email
company
notes
Agent ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To NumberRequired
FromRequired
Body
Media LinksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To NumberRequired
FromRequired
BodyRequired
Media LinksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To NumberRequired
FromRequired
BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
phone
email
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Close
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