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Close + MOCO

Create MOCO companies from new Close leads in real time

Easily keep track of new leads from Close by adding them as companies in MOCO. With this workflow, whenever a new lead is added in Close, a company will be created in MOCO, ensuring all your contact information is organized and up-to-date. Say goodbye to manual data entry and focus on growing your business with this seamless integration.

Easily keep track of new leads from Close by adding them as companies in MOCO. With this workflow, whenever a new lead is added in Close, a company will be created in MOCO, ensuring all your contact information is organized and up-to-date. Say goodbye to manual data entry and focus on growing your business with this seamless integration.

  1. When this happens...
    CloseClose
    New Lead

    Triggers when a new lead is created.

    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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