Close + Reform

"create new Close leads from new Reform responses"

Capture new responses from Reform and instantly update your sales pipeline in Close. With this workflow, each time a response is received in Reform, a new lead is efficiently created in Close. This seamless process helps ensure you're always ready to follow up on potential leads without any delay. Great for businesses aiming to maintain momentum in their sales strategy and keeping their pipeline fresh and up-to-date.

Capture new responses from Reform and instantly update your sales pipeline in Close. With this workflow, each time a response is received in Reform, a new lead is efficiently created in Close. This seamless process helps ensure you're always ready to follow up on potential leads without any delay. Great for businesses aiming to maintain momentum in their sales strategy and keeping their pipeline fresh and up-to-date.

  1. When this happens...
    ReformReform
    New Response

    Triggers when a new response is submitted.

    TriggerInstant
  2. automatically do this!
    CloseClose
    Create Lead

    Creates a New Lead

    ActionWrite
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Supported triggers and actions

  • Close triggers, actions, and search

    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
    Try It
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    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.
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Related categories

  • CRM (Customer Relationship Management)

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reform logo
reform logo

About Reform

Reform is a forms app providing clean-looking, on-brand forms. No code required.

Related categories

  • Forms & Surveys

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