Close + Pipeline
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.
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 Ask
Triggers when a new Ask is created, closed or canceled. Note, this trigger will only occur once per status.
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FlowRequired
StatusRequired
Submitter
Keywords
Try ItIDRequired
New Step NameRequired
New Step OrderRequired
Instructions
Assign to Email
Assign to Team
IDRequired
BundleRequired
IDRequired
EmailRequired
FlowRequired
StatusRequired
Submitter
Current Step Owner
Keywords
Try ItBundleRequired
OverviewRequired
Owner Email
Owner Team
Step IDRequired
File UrlRequired
File Name
Ask IDRequired
NoteRequired
Step ID
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.
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