Close + Microsoft Outlook
Close + Microsoft Outlook
Close + Microsoft Outlook integrations
Create leads in Close from new contacts in Microsoft Outlook
Stay on top of potential business opportunities with this productive workflow. Whenever a new contact is added in your Microsoft Outlook, it instantly creates a lead in Close, allowing you to proactively manage your business relationships. This automation ensures you don't miss any prospective clients, enabling efficient lead management.
- When this happens...
New ContactTriggers when a new contact is added to your accountTriggerPolling - automatically do this!
Create LeadCreates a New LeadActionWrite
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More things you can do with Microsoft Outlook and Close
Discover other triggers and actions you can use with Microsoft Outlook and Close
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Shared Inbox
- Parent Folder
- Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Parent Folder
- Child Folder
- Search termsRequired
- Note
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Flagged EmailTriggers when a new email is flagged.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Event
- Merge with existing attendees?
- Attendees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Distribution listRequired
- User emailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Calendar
- SubjectRequired
- Start Date & TimeRequired
- End Date & TimeRequired
- Location Name
- Sensitivity
- Attendees
- Is this an All Day Event?
- Description
- Show me as Free or Busy
- Is this an Online Meeting?
- Enable Reminder
- Categories
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
- Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- Folder NameRequired
- Parent Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- Email IDRequired
- Flag ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- Email IDRequired
- Mark asRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- Categories to RemoveRequired
- Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Send From (Shared Mailbox)
- Draft Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- Email IDRequired
- ImportanceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Folder
- ContactRequired
- First Name
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Calendar
- SearchTermRequired
- Start Date & Time
- End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search_info
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Group email address or IDRequired
- Search Term
- Start Date & Time
- End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your app- Calendar
- Start Date & TimeRequired
- End Date & TimeRequired
- Select Fields
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Call RecordingTriggers 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.- New Status ID
- Old Status ID
- Trigger on Lead Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Statuses
- Require these fields to be filled in
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
- Contact IDRequired
- DirectionRequired
- Message TextRequired
- Local PhoneRequired
- Remote PhoneRequired
- External WhatsApp Message IDRequired
- Integration Link
- Response To Activity ID
- Activity At
- Attachments
- Send to Inbox
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
- Outcome
- Text
- Recording URL
- User ID
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
- Outcome
- 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
- Pinned
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 app- Custom Activity TypeRequired
- Status
- Lead ID
- Search by Custom Activity ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Group Name
- Group ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Date
- Assigned To
- Status
- Title
- Lead ID
- Search by Meeting ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Opportunity Status ID
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Opportunity User
- Opportunity Note
- Opportunity Lead ID
- Opportunity Contact ID
- Or Search by Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Assigned 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 app- Result LimitRequired
- Lead ID
- User ID
- Direction
- Message Text
- External WhatsApp Message ID
- Local Phone
- Remote Phone
- Search by WhatsApp Message ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Activity TypeRequired
- Status
- LeadRequired
- Search by Custom Activity ID
- Custom Activity TypeRequired
- Created By User
- StatusRequired
- Pinned
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- Company 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 found- Opportunity Status ID
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Opportunity User
- Opportunity Note
- Lead
- Contact ID
- Or Search by Opportunity ID
- StatusRequired
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- 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 found- Result LimitRequired
- Lead ID
- User ID
- Direction
- Message Text
- External WhatsApp Message ID
- Local Phone
- Remote Phone
- Search by WhatsApp Message ID
- Lead IDRequired
- Contact IDRequired
- DirectionRequired
- Message TextRequired
- Local PhoneRequired
- Remote PhoneRequired
- External WhatsApp Message IDRequired
- Integration Link
- Response To Activity ID
- Activity At
- Attachments
- Send to Inbox
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
- Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Shared MailboxRequired
- Parent Folder
- Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Shared Inbox
- Parent Folder
- Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Email IDRequired
- CategoriesRequired
- Mark as Read
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- Destination FolderRequired
- Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Folder
- First NameRequired
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Shared Mailbox
- Email IDRequired
- To Email(s)
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
- Body Format
- Body
- Attachment
- Action for Files Larger Than 150MB
- Reply to All
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact to DeleteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EventRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Send From (Shared Mailbox)
- Email IDRequired
- To RecipientsRequired
- Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email IDRequired
- Destination FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email IDRequired
- Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Send From (Shared Mailbox)
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachments
- Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event
- Subject
- Start Date & Time
- End Date & Time
- All Day Event?
- Is Online Meeting?
- Hide attendees list?
- Description
- Show me as Free or Busy
- The importance of the event
- Merge with existing attendees?
- Attendees
- Categories
- Location
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.- Contact Folder
- First Name
- Last Name
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Folder_info
- FolderRequired
- Search Terms
- From Address
- Start Date
- End Date
ActionThis is an event a Zap performs.SearchFind existing data in your app- Shared Mailbox
- Email IDRequired
- Attachment IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact Folder
- First NameRequired
- Last Name
- Email
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
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- 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 plan- Custom_activity_v2_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.- 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 plan- Note Contains Words Starting With...
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Status 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. - 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.- 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.- LeadRequired
- ContactRequired
- Assigned ToRequired
- TextRequired
- Date
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
- Pinned
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
- Email Thread 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
- Title
- Pinned
- 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
- Contact
- 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
- Title
- Pinned
- 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
- Contact
- 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
- Outcome
- Find First Call on Lead
- Lead ID
- Or Search by Call ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result 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 app- Result 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 app- Company 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 app- Note Contains Words Starting With...
- Title Contains Words Starting With...
- Lead ID
- Or Search by Note ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Workflow
- Contact ID
- Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Full Name
- Email
- Or Search by User ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result 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 found- Result 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 found- Note Contains Words Starting With...
- Title Contains Words Starting With...
- Lead IDRequired
- Or Search by Note ID
- Text TypeRequired
- Title
- Pinned
- 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 found- Assigned To
- Due Date
- Description
- Is Complete
- Lead ID
- Or Search by Task ID
- Assigned To
- LeadRequired
- Contact
- 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
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.
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Related Zap Templates
- Update Microsoft Outlook contacts when new opportunities arise in Close
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