Close + MyAgentX

Create Close contacts when new lead stages are updated in MyAgentX

This Zapier integration automatically creates a Close contact whenever a new lead stage is updated in MyAgentX, keeping your sales pipeline updated.

This Zapier integration automatically creates a Close contact whenever a new lead stage is updated in MyAgentX, keeping your sales pipeline updated.

  1. When this happens...
    MyAgentXMyAgentX
    Lead Stage Updated

    Triggers when a lead stage updated.

    TriggerInstant
  2. automatically do this!
    CloseClose
    Create Contact

    Creates a new Contact.

    ActionWrite
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Supported triggers and actions

    • Smartsheets ListRequired

    • Full NameRequired

    • PhoneRequired

    • PipelineRequired

    • Agent(s)Required

    Action
    Write
    • Field(s) Required to Trigger

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Polling
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    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 more

Related categories

  • CRM (Customer Relationship Management)

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myagentx logo
myagentx logo

About MyAgentX

MyAgentX is an innovative AI-powered platform designed for real estate agents to streamline lead generation and prospecting through calls.

Related categories

  • Sales & CRM