Close + OneDrive

Create new OneDrive text files for every new lead in Close

Easily track new leads from Close by saving them as text files in OneDrive with this efficient workflow. When a new lead is added in Close, a new text file will be created in OneDrive automatically, ensuring all your important lead information is securely stored and easily accessible in one place. Stay organized and never lose track of your potential clients again.

Easily track new leads from Close by saving them as text files in OneDrive with this efficient workflow. When a new lead is added in Close, a new text file will be created in OneDrive automatically, ensuring all your important lead information is securely stored and easily accessible in one place. Stay organized and never lose track of your potential clients again.

  1. When this happens...
    CloseClose
    TriggerPolling
  2. automatically do this!
    OneDriveOneDrive
    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • 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
    • Direction

    • Template ID

    • User ID

    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)

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)
onedrive logo
onedrive logo

About OneDrive

OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.
Learn more

Related categories

  • File Management & Storage
  • Microsoft

Similar apps

Dropbox integrationsDropbox integrations

Dropbox

File Management & Storage
Google Drive integrationsGoogle Drive integrations

Google Drive

File Management & Storage, Google
Box integrationsBox integrations

Box

File Management & Storage