Close + MOCO

Close + MOCO integrations

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.

When this happens...
New Lead in StatusTriggers when a lead enters a new status. Optionally trigger when a lead is created in a status.
TriggerInstant
automatically do this!
Create CompanyCreates a new company (customer only).
ActionWrite

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More things you can do with Close and MOCO

Discover other triggers and actions you can use with Close and MOCO

New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Trigger
Instant
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- Direction
- Completed?
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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- Trigger Actions
  Required
- Custom Object Type
  Required
Trigger
Instant
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- Completed?
Trigger
Instant
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- Type
- User ID
  Required
Trigger
Instant
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- New Status ID
- Old Status ID
- Trigger on Lead Creation
Trigger
Instant
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- Statuses
- Require these fields to be filled in
Trigger
Instant
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- Object Type
  Required
- Action
  Required
- 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
- Action
  Required
Trigger
Instant
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- Completed?
- Assigned to User
Trigger
Instant
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- Direction
- User ID
Trigger
Instant
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- Lead ID
  Required
- Contact ID
  Required
- Direction
  Required
- Message Text
  Required
- Local Phone
  Required
- Remote Phone
  Required
- External WhatsApp Message ID
  Required
- Integration Link
- Response To Activity ID
- Activity At
- Attachments
- Send to Inbox
Action
Write
- Email ID
  Required
Action
Write
- Type
  Required
- Metrics
  Required
- Date Range
  Required
- Users
- groups
- Query
Action
Write
- Metrics
  Required
- Date Range
  Required
- Users
- Groups
- Query
Action
Write
- Template ID
  Required
- Lead Smart View or (deprecated) Search Query
  Required
- Exclude leads that already received this email template
  Required
- Contact Preference
  Required
- Send Done Email
  Required
- Email Acccount
Action
Write
- Lead
  Required
- Contact ID
- Phone Number
- Direction
- Duration
- Outcome
- Text
- Recording URL
- User ID
Action
Write
- Lead
- Name
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
Action
Write
- Lead ID
  Required
- Custom Object Type
  Required
- Custom Object Name
  Required
Action
Write
- Export Type
  Required
- Format
  Required
- Lead Smart View or (deprecated) Search Query
- Fields
- Include Activities
- Include Smart Fields
Action
Write
- 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
Action
Write
- Lead Smart View or (deprecated) Search Query
  Required
Action
Write
- Opportunity Query
- Lead Smart View or (deprecated) Search Query
- Status Types
- Statuses
- User IDs
- Start Date
- End Date
- Or Use a Date Range Label
Action
Write
- User ID
- Start Date
- End Date
- Or Use a Date Range Label
Action
Write
- Name
  Required
- Query
  Required
- Share With Specific Users
- Or Share With Organization
Action
Write
- Report Type
  Required
- Lead Smart View or (deprecated) Search Query
- Start Date
- End Date
- Or Use a Date Range Label
- User ID
Action
Write
- Group(s) to Select From
- Availability
Action
Write
- Phone Number
  Required
- Call Forwarding Enable/Disable
  Required
- Forward to Number
Action
Write
- Call ID
  Required
- Contact
- Text
- Phone Number
- Duration
- Outcome
- Recording URL
Action
Write
- Custom Activity ID
  Required
- Custom Activity Type
  Required
- Status
- Pinned
Action
Write
- Lead ID
  Required
- Company Name
- Description
- Url
- Status
Action
Write
- Opportunity ID
  Required
- Assigned to User
- Contact ID
- Status
- Confidence
- Value
- Value Period
- Close Date
- Notes
- Attachments
Action
Write
- Smart View ID
  Required
- Name
- Query
- Share With Specific Users
- Or Share With Organization
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Copy_text
- User ID
- From Email Or Domain
- From Name
Action
Search
- Custom Activity Type
  Required
- Status
- Lead ID
- Search by Custom Activity ID
Action
Search
- Group Name
- Group ID
Action
Search
- Result Limit
  Required
- Date
- Assigned To
- Status
- Title
- Lead ID
- Search by Meeting ID
Action
Search
- 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
Action
Search
- Assigned To
- Due Date
- Description
- Is Complete
- Lead ID
- Or Search by Task ID
Action
Search
- Result Limit
  Required
- Lead ID
- User ID
- Direction
- Message Text
- External WhatsApp Message ID
- Local Phone
- Remote Phone
- Search by WhatsApp Message ID
Action
Search
- Custom Activity Type
  Required
- Status
- Lead
  Required
- Search by Custom Activity ID
- Custom Activity Type
  Required
- Created By User
- Status
  Required
- Pinned
Action
Search or write
- 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
Action
Search or write
- 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
- Status
  Required
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Attachments
Action
Search or write
- Result Limit
  Required
- Lead ID
- User ID
- Direction
- Message Text
- External WhatsApp Message ID
- Local Phone
- Remote Phone
- Search by WhatsApp Message ID
- Lead ID
  Required
- Contact ID
  Required
- Direction
  Required
- Message Text
  Required
- Local Phone
  Required
- Remote Phone
  Required
- External WhatsApp Message ID
  Required
- Integration Link
- Response To Activity ID
- Activity At
- Attachments
- Send to Inbox
Action
Search or write
New Time Entry
Triggers when a new time entry is created.
Trigger
Instant
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New Company
Triggers when a new company is created.
Trigger
Instant
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New Client
Triggers when a new client is created.
Trigger
Instant
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New Expense
Triggers when an expense is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Incoming Payment
Triggers when a new incoming payment is created.
Trigger
Instant
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New Offer
Triggers when a new offer is created.
Trigger
Instant
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New Presence
Triggers when a new Presence is created.
Trigger
Instant
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New Project Assignment
Triggers when a person is assigned to a project.
Trigger
Instant
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New Purchase
Triggers when a new purchase is created.
Trigger
Instant
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New Recurred Expense
Triggers when an expense is recurred.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Archived Project
Triggers when a project is archived.
Trigger
Instant
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Updated Time Entry
Triggers when a time entry was updated.
Trigger
Instant
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Updated Contact Person
Triggers when a contact person was updated.
Trigger
Instant
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Updated Expense
Triggers when an expense was updated.
Trigger
Instant
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Updated Offer
Triggers when an offer was updated.
Trigger
Instant
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Updated Presence
Triggers when a Presence was updated.
Trigger
Instant
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Updated Purchase
Triggers when a purchase was updated.
Trigger
Instant
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- User
  Required
- Project
  Required
- Date
  Required
- Description
  Required
- Task Name
  Required
- Tag
- Seconds
  Required
Action
Write
- Gender
- First Name
  Required
- Last Name
  Required
- Title
- Mobile Phone
- Work Phone
- Work Fax
- Work Email
- Work Address
- Home Email
- Home Address
- Birthday
- Company
Action
Write
- Project
  Required
- Title
  Required
- Description
- Date
  Required
- Quantity
  Required
- Unit
  Required
- Unit Price
  Required
- Unit Cost
  Required
- Billable
  Required
- Included in Budget?
  Required
- File
Action
Write
- Name
  Required
- Amount
  Required
- Currency
  Required
- Reminder Date
  Required
- Info
- Responsible
- Company
- Stage
- Contact
Action
Write
- Supplier
  Required
- Creator
  Required
- File
- Date
  Required
- Due Date
- Service Period From
- Service Period To
- Invoice number
- Currency
  Required
- Payment Method
  Required
- Info
- Title
  Required
- Total
  Required
- Tax (%)
  Required
- Tax included in Total?
  Required
- Category
Action
Write
- Task Name
  Required
- Project Identifier
  Required
- Hourly Rate
- Task Budget
- Active
- Billable
Action
Write
- ID
- Date
- Project
  Required
- User
  Required
Action
Search
- ID
- Firstname
- Lastname
- Work Email
- Phone Number
- Company Name
Action
Search
- ID
- Title
- Project
  Required
Action
Search
- ID
- Identifier
Action
Search
- ID
- Identifier
- Company Name
- Name
Action
Search
- ID
- Name
- Credit Account
Action
Search
- ID
- Last Name
- First Name
- Email
Action
Search

- Field(s) Required to Trigger
Trigger
Instant
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- Contact Smart View ID
  Required
Trigger
Polling
Try It
- Custom_activity_v2_instructions
- Custom Activity Type
  Required
- Filled-in fields
Trigger
Instant
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- Direction
- Template ID
- User ID
Trigger
Instant
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- Form
Trigger
Instant
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- Status ID
Trigger
Instant
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- Limitations
- Lead Smart View
- (deprecated) Search Query
Trigger
Polling
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- Added or Removed?
Trigger
Instant
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- Note Contains Words Starting With...
Trigger
Polling
Try It
- Status ID
- Status Label
- Status Type
- Value Period
- Assigned to User
Trigger
Instant
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- Direction
- User ID
Trigger
Instant
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New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Trigger
Instant
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- Lead ID
  Required
- Address Label
- Address 1
- Address 2
- City
- State
- Zipcode
- Country
Action
Write
- Call ID
  Required
Action
Write
- Contact ID
  Required
- Email Address
  Required
Action
Write
- Source Lead ID
  Required
- Destination Lead ID
  Required
Action
Write
- Send Done Email
  Required
- Type
  Required
- Lead Smart View or (deprecated) Search Query
  Required
Action
Write
- Action Type
  Required
- Smart View or (deprecated) Search Query
  Required
- Workflow ID
- Send Done Email
  Required
Action
Write
- Lead
  Required
- Contact
  Required
- Assigned To
  Required
- Text
  Required
- Date
Action
Write
- Lead
  Required
- Custom Activity Type
  Required
- Created By User
- Status
  Required
- Pinned
Action
Write
- Lead
  Required
- Contact
- Status
  Required
- Date Created
- Date Scheduled
- To
- Cc
- Bcc
- Subject
- Body Text
- Body HTML
- Template
- Follow-Up Date
- Email Account ID
- Email Thread ID
- Attachments
Action
Write
- Email Address
  Required
- Role
  Required
Action
Write
- Lead ID
  Required
- Text Type
  Required
- Title
- Pinned
- Attachments
Action
Write
- Report breakdown
  Required
- Pipeline
  Required
- Report type
  Required
- 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
Action
Write
- Lead
- Status
  Required
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Contact ID
- Attachments
Action
Write
- Contact
  Required
- Workflow
  Required
- Send emails from
- Assign calls to
- Send SMS from
Action
Write
- Lead
  Required
- Contact ID
- Date Created
- Status
  Required
- Date Scheduled
- Local Phone
  Required
- Remote Phone
  Required
- Text
- Template
- Source
  Required
- Attachments
Action
Write
- Assigned To
- Lead
  Required
- Contact
- Date
- Text
  Required
- Is Complete
Action
Write
- Email Address
  Required
Action
Write
- Email Address
  Required
Action
Write
- Contact ID
  Required
- Name
- Title
- Email Addresses
- Phone Numbers
- Urls
- Add to or Replace
Action
Write
- Custom Object ID
  Required
- Custom Object Type
  Required
- Custom Object Name
Action
Write
- Note ID
  Required
- Title
- Pinned
- Text Type
  Required
Action
Write
- Subscription
  Required
- Action
  Required
Action
Write
- Task ID
  Required
- Assigned To
- Contact
- Text
- Date
- Is Complete
Action
Write
- Direction
- Note
- User ID
- Date Range
- Outcome
- Find First Call on Lead
- Lead ID
- Or Search by Call ID
Action
Search
- Result Limit
  Required
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Search by Contact ID
Action
Search
- Result Limit
  Required
- Custom Object Type
  Required
- Lead ID
- Custom Object Name
- Search by Custom Object ID
Action
Search
- Company Name
- Company Name Matching
- Company URL
- Email
- Phone
- Or Search by Lead ID
- Or Use a Custom Search Query
Action
Search
- Note Contains Words Starting With...
- Title Contains Words Starting With...
- Lead ID
- Or Search by Note ID
Action
Search
- Workflow
- Contact ID
- Lead ID
Action
Search
- Full Name
- Email
- Or Search by User ID
Action
Search
- Result Limit
  Required
- 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
Action
Search or write
- Result Limit
  Required
- Custom Object Type
  Required
- Lead ID
- Custom Object Name
- Search by Custom Object ID
- Lead ID
  Required
- Custom Object Type
  Required
- Custom Object Name
  Required
Action
Search or write
- Note Contains Words Starting With...
- Title Contains Words Starting With...
- Lead ID
  Required
- Or Search by Note ID
- Text Type
  Required
- Title
- Pinned
- Attachments
Action
Search or write
- Assigned To
- Due Date
- Description
- Is Complete
- Lead ID
- Or Search by Task ID
- Assigned To
- Lead
  Required
- Contact
- Date
- Text
  Required
- Is Complete
Action
Search or write
Approved Holiday Request
Triggers when a holiday request is approved.
Trigger
Instant
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New Comment
Triggers when a new comment is created.
Trigger
Instant
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New Contact Person
Triggers when a new contact person is created.
Trigger
Instant
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New Lead
Triggers when a new lead was created.
Trigger
Instant
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New Holiday Request
Triggers when a new holiday request is created.
Trigger
Instant
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New Exported Invoice (Bookkeeping)
Triggers when a new invoice is exported (for the bookkeeping).
Trigger
Instant
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New Invoice Status
Triggers when the status of an invoice is changed.
Trigger
Instant
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New Planning Entry
Triggers when a new Planning Entry is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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New Project Budget Alert
Triggers when a project budget alert event has happened.
Trigger
Instant
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New Outgoing Payment
Triggers when a new outgoing payment is created.
Trigger
Instant
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New Sales Activity
Triggers when a new sales activity has happened.
Trigger
Instant
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New User
Triggers when a new User is created.
Trigger
Instant
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Unarchived Project
Triggers when a project is made active again.
Trigger
Instant
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Updated Company
Triggers when a company was updated.
Trigger
Instant
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Updated Lead
Triggers when a lead was updated.
Trigger
Instant
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Updated Invoice
Triggers when an invoice was updated.
Trigger
Instant
Try It
Updated Planning Entry
Triggers when a Planning Entry was updated.
Trigger
Instant
Try It
Updated Project
Triggers when a project was updated.
Trigger
Instant
Try It
Updated User
Triggers when a User was updated.
Trigger
Instant
Try It
- Target
  Required
- Message
  Required
- User
Action
Write
- Name
  Required
- Identifier
- Currency
  Required
- User
  Required
- Fax
- Email
- Phone
- Address
- Vat
- Website
- Info
- Country Code
Action
Write
- Invoice
- Total
  Required
- Date
  Required
- Currency
  Required
- Partial payment?
- Transaction Identifier
Action
Write
- Company
  Required
- Identifier
- Name
  Required
- Currency
  Required
- Billing By
  Required
- Hourly Rate
- Budget
- Budget Expenses
- Leader
  Required
- Finish Date
- Info
- Fixed price?
Action
Write
- Purchase
- Date
  Required
- Total
  Required
- Currency
  Required
- Description
- Transaction Identifier
Action
Write
- User
  Required
Action
Write
- ID
- Identifier
- Name
- Type
Action
Search
- ID
- Name
- Status
- Contact Work Email
- Company Name
Action
Search
- ID
- Identifier
Action
Search
- ID
- Date
- Project
  Required
- User
  Required
Action
Search
- ID
- Identifier
- Receipt Identifier
Action
Search
- ID
- Project
  Required
- Task Name
  Required
Action
Search

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 moreLearn moreHelpHelp

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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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