Close + Keap

Update Keap contacts when new Close custom activities are published

Automate the process of maintaining contact information within Keap whenever a new activity is published in Close. This workflow instantly updates or creates a new contact in Keap based on the published activity data in Close, saving you time and ensuring you always have the most accurate information at hand. Make your customer relationship management more seamless and efficient with this automation.

Automate the process of maintaining contact information within Keap whenever a new activity is published in Close. This workflow instantly updates or creates a new contact in Keap based on the published activity data in Close, saving you time and ensuring you always have the most accurate information at hand. Make your customer relationship management more seamless and efficient with this automation.

  1. When this happens...
    CloseClose
    Published Custom Activity

    Triggers when a Custom Activity is published (saved).

    TriggerInstant
  2. automatically do this!
    KeapKeap
    Create or Update Contact

    Creates a new contact or updates an existing contact.

    ActionWrite
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Supported triggers and actions

  • Close triggers, actions, and search

    New Call Recording

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

    Trigger
    Instant
    Try It
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
  • Close triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
    • 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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keap logo
keap logo

About Keap

Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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