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Close + LiveAgent

Add new LiveAgent customers from new Close opportunities

Effortlessly streamline your sales process by connecting Close and LiveAgent with this automation. Whenever a new opportunity arises in Close, it will trigger the creation of a new customer in LiveAgent, ensuring your support team has the most up-to-date information on potential clients. Stay organized and enhance collaboration between your sales and support teams with this efficient workflow.

Effortlessly streamline your sales process by connecting Close and LiveAgent with this automation. Whenever a new opportunity arises in Close, it will trigger the creation of a new customer in LiveAgent, ensuring your support team has the most up-to-date information on potential clients. Stay organized and enhance collaboration between your sales and support teams with this efficient workflow.

  1. When this happens...
    CloseClose
    New Opportunity

    Triggers when a new opportunity is added.

    TriggerInstant
  2. automatically do this!
    LiveAgentLiveAgent
    Add New Customer

    Adds new contact/customer to system.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Close triggers, actions, and search

    New Call Recording

    Triggers when a new call recording or voicemail 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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    • Direction

    • Completed?

    Trigger
    Instant
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    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
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    • Completed?

    Trigger
    Instant
    Try It
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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