Close + Kixie

Add new leads from Close smart view to Kixie powerlists instantly

Streamline your sales process with this handy workflow. When you get a new lead in your Smart View on Close, it promptly adds that lead to your Powerlist in Kixie. By bridging these two platforms, this integration ensures a seamless transfer of data and saves you time on manual entries, letting you focus more on nurturing those leads.

Streamline your sales process with this handy workflow. When you get a new lead in your Smart View on Close, it promptly adds that lead to your Powerlist in Kixie. By bridging these two platforms, this integration ensures a seamless transfer of data and saves you time on manual entries, letting you focus more on nurturing those leads.

  1. When this happens...
    CloseClose
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    KixieKixie
    Add to Powerlist

    Adds a phone number to a Kixie Powerlist.

    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
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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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kixie logo

About Kixie

Seamless Integrated Voice Powerful voice and software tools for sales and customer service teams.
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Related categories

  • Phone & SMS