Loading

Close + MOCO

Create new MOCO companies from Close opportunities

Efficiently manage new business opportunities with this automation that connects Close to MOCO. When a new opportunity arises in Close, it automatically creates a company in MOCO, streamlining your workflow and ensuring all relevant information is saved in one place. Stay organized and save time with this seamless connection between your CRM and project management systems.

Efficiently manage new business opportunities with this automation that connects Close to MOCO. When a new opportunity arises in Close, it automatically creates a company in MOCO, streamlining your workflow and ensuring all relevant information is saved in one place. Stay organized and save time with this seamless connection between your CRM and project management systems.

  1. When this happens...
    CloseClose
    New Opportunity

    Triggers when a new opportunity is added.

    TriggerInstant
  2. automatically do this!
    MOCOMOCO
    Create Company

    Creates a new company (customer only).

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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)

Similar apps

Zendesk Sell integrationsZendesk Sell integrations

Zendesk Sell

CRM (Customer Relationship Management)
CallTrackingMetrics integrationsCallTrackingMetrics integrations

CallTrackingMetrics

Call Tracking
Follow Up Boss integrationsFollow Up Boss integrations

Follow Up Boss

CRM (Customer Relationship Management)
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.

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier