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Close + MOCO

Create new MOCO companies from updated Close leads in status

Effortlessly manage new leads and streamline your company's workflow with this automation. When a new lead reaches a specific status in Close, it will create a company in MOCO, keeping your lead information organized and up-to-date without any manual data entry. Save time and enhance your lead management process using this seamless integration.

Effortlessly manage new leads and streamline your company's workflow with this automation. When a new lead reaches a specific status in Close, it will create a company in MOCO, keeping your lead information organized and up-to-date without any manual data entry. Save time and enhance your lead management process using this seamless integration.

  1. When this happens...
    CloseClose
    New Lead in Status

    Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.

    TriggerInstant
  2. automatically do this!
    MOCOMOCO
    Create Company

    Creates a new company (customer only).

    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
    Try It
    • Contact Smart View IDRequired

    Trigger
    Scheduled
    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
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
    • Completed?

    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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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moco logo
moco logo

About MOCO

MOCO (MObile COmpany) is a lean cloud software made for small medium-sized agency and service businesses. Including time tracking, billing, resource planning, sales-funnel and CRM.

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