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Close + Pipeline

Close + Pipeline

Close + Pipeline integrations

Find or create a lead in Close when a Pipeline Asks is submitted

After a Pipeline Ask is created, ex: from an external Contact Us form or Support form, you'll want to log the activity in Close for this contact. Skip the manual data entry and let this Zapier integration automatically take the data from Pipeline and find or create the lead in Close.

When this happens...
New AskTriggers when a new Ask is created, closed or canceled. Note, this trigger will only occur once per status.
TriggerPolling

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More things you can do with Pipeline and Close

Discover other triggers and actions you can use with Pipeline and Close

- Flow
  Required
- Status
  Required
- Submitter
- Keywords
Trigger
Polling
Try It
- ID
  Required
- New Step Name
  Required
- New Step Order
  Required
- Instructions
- Assign to Email
- Assign to Team
Action
Write
- ID
  Required
- Bundle
  Required
Action
Write
- ID
  Required
- Email
  Required
Action
Write
- ID
  Required
- Note
  Required
Action
Write

- ID
  Required
- Step ID
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
Action
Write

- ID
  Required
- Bundle
  Required
Action
Write
- ID
  Required
- Step Name(s) to skip
  Required
Action
Write
- ID
  Required
- Field Name
  Required
- Field Value
  Required
Action
Write
- ID
  Required
Action
Search

- Flow
  Required
- Status
  Required
- Submitter
- Current Step Owner
- Keywords
Trigger
Polling
Try It
- Bundle
  Required
- Overview
  Required
- Owner Email
- Owner Team
Action
Write
- Step ID
  Required
- File Url
  Required
- File Name
Action
Write
- Ask ID
  Required
- Note
  Required
- Step ID
Action
Write
- ID
  Required
- Note
  Required
Action
Write
- Flow
  Required
- First Name
- Last Name
- Email
- Mobile Phone
- Ask
  Required
- Details
- Additional Fields
Action
Write
- ID
  Required
- Step ID
  Required
- Email
  Required
Action
Write
- To Email
  Required
- To Name
  Required
- Subject Line
  Required
- HTML Email Body
  Required
- Reply To Email
- CC (carbon-copy)
Action
Write
- ID
  Required
- Email
- Ask
  Required
- Flow
- Details
- Additional Fields
- Include Files?
  Required
Action
Write
- Flow
- Status
- Submitter
- Keywords
Action
Search
- ID
  Required
- Keywords
  Required
Action
Search

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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About Pipeline

Pipeline extends your workflows across teams, departments, and companies.

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