Close + monday.com integrations
Create group positions in monday.com for new opportunities in Close with status updates
Effortlessly manage new opportunities in your Close app by keeping them organized in your monday.com app with this workflow. When a new opportunity reaches a particular status in Close, this process will update the associated group position on your monday.com board, saving you time and ensuring accurate sales pipeline tracking for better team coordination.
- When this happens...New Opportunity in StatusTriggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.
- automatically do this!Group PositionDuplicate a group with its items
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More things you can do with Close and monday.com
Discover other triggers and actions you can use with Close and monday.com
- New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItTriggerInstant - Direction
- Completed?
Try ItTriggerInstant- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - Trigger ActionsRequired
- Custom Object TypeRequired
Try ItTriggerInstant
- Field(s) Required to Trigger
Try ItTriggerInstant- Contact Smart View IDRequired
Try ItTriggerPolling- Custom_activity_v2_instructions
- Custom Activity TypeRequired
- Filled-in fields
Try ItTriggerInstant- Direction
- Template ID
- User ID
Try ItTriggerInstant
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.
Related categories
Related categories
Related Zap Templates
- Create tasks in Close for new items added in monday.com boards
- Create new monday.com items for incoming Close leads with updated status
- Create group positions in monday.com for new opportunities in Close
- Create new monday.com items for every new opportunity in Close
- Update item names in monday.com for new opportunities in Close
- Update multiple columns in monday.com when new leads come in Close
- Manage new leads in Close by creating items in monday.com
- Create items in monday.com from new opportunities in status on Close
- Create items in monday.com for every new published custom activity in Close
- Create items in monday.com for new leads in smart view on Close
- Create items in monday.com for every new task in Close
- Create leads in Close from new items in boards on monday.com
- Generate notes in Close when items are moved to groups in monday.com
Related Zap Templates
- Create tasks in Close for new items added in monday.com boards
- Create new monday.com items for every new opportunity in Close
- Manage new leads in Close by creating items in monday.com
- Create items in monday.com for new leads in smart view on Close
- Generate notes in Close when items are moved to groups in monday.com









