Close + KlickTipp

Add tags to KlickTipp contacts and create new leads in Close

Streamline your lead management process by connecting KlickTipp and Close with this efficient workflow. When a new tag is added to a contact in KlickTipp, a lead will be created in Close, simplifying your lead tracking and saving you time on manual data entry. Keep your sales pipeline organized and up-to-date with this seamless automation.

When this happens...
Tag Added to Contact
Triggers when a tag gets added to a contact for the first time.
TriggerInstant
automatically do this!
Create Lead
Creates a New Lead
ActionWrite

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Supported triggers and actions

Contact Loaded Conversion Pixel
Triggers when a contact loads a conversion pixel on your website.
Trigger
Instant
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Email Sent to Contact
Triggers when an email is sent to a contact.
Trigger
Instant
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Contact Clicked on Link
Triggers when a contact clicks on a specific link.
Trigger
Instant
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Tag Added to Contact
Triggers when a tag gets added to a contact for the first time.
Trigger
Instant
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- Email AddressRequired
- TagRequired
Action
Write

- Email AddressRequired
- TagRequired
Action
Write
New Call Transcript
Triggers when a new call or voicemail transcript is added to Close.
Trigger
Instant
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- Contact Smart View IDRequired
Trigger
Scheduled
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- Custom Activity V 2 Instructions
- Custom Activity TypeRequired
- Filled-in fields
Trigger
Instant
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- Direction
- Template ID
- User ID
Trigger
Instant
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- Type
- User IDRequired
Trigger
Instant
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- New Status ID
- Old Status ID
- Trigger on Lead Creation
Trigger
Instant
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- Statuses
Trigger
Instant
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- Object TypeRequired
- ActionRequired
- User ID
- Changed Fields
Trigger
Instant
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- New Status ID
- New Status Type
- Old Status ID
- Old Status Type
- Trigger on Opportunity Creation
Trigger
Instant
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- Workflow
- ActionRequired
Trigger
Instant
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- Completed?
- Assigned to User
Trigger
Instant
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- Lead IDRequired
- Address Label
- Address 1
- Address 2
- City
- State
- Zipcode
- Country
Action
Write
- Email IDRequired
Action
Write
- TypeRequired
- MetricsRequired
- Date RangeRequired
- Users
- groups
- Query
Action
Write
- MetricsRequired
- Date RangeRequired
- Users
- Groups
- Query
Action
Write
- Template IDRequired
- Lead Smart View or (deprecated) Search QueryRequired
- Exclude leads that already received this email templateRequired
- Contact PreferenceRequired
- Send Done EmailRequired
- Email Acccount
Action
Write
- LeadRequired
- Contact ID
- Phone Number
- Direction
- Duration
- Text
- Recording URL
- User ID
Action
Write
- LeadRequired
- Custom Activity TypeRequired
- Created By User
- StatusRequired
Action
Write
- LeadRequired
- Contact
- StatusRequired
- Date Created
- Date Scheduled
- To
- Cc
- Bcc
- Subject
- Body Text
- Body HTML
- Template
- Follow-Up Date
- Email Account ID
Action
Write
- Email AddressRequired
- RoleRequired
Action
Write
- Lead IDRequired
- Text TypeRequired
- Attachments
Action
Write
- Report breakdownRequired
- PipelineRequired
- Report typeRequired
- Report Period (range)
- Report Period (dates)
- Created Period (range)
- Created Period (dates)
- Comparison Period (range)

Close + KlickTipp

Add tags to KlickTipp contacts and create new leads in Close

Supported triggers and actions

Contact Loaded Conversion Pixel

Email Sent to Contact

Contact Clicked on Link

Tag Added to Contact

Tag Contact

Untag Contact

New Call Transcript

New Contact in Contact Smart View

Published Custom Activity

New Email

New Inbox Item

New Lead in Status

New Meeting

New Event

New Opportunity in Status

New or Updated Workflow Subscription

New Task

Add Address to Lead

Delete Email

Export Activity Report to CSV

Run Activity Overview Report

Create Bulk Email

Create Call

Create Custom Activity

Create Email

Add User

Create Note

Run Opportunity Funnel Report