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Close + SoTellUs

Generate review invites in SoTellUs for new leads in Close

Save time and instantly reach out to new leads by automating the review invitation process with this efficient workflow. When a New Lead is added in Close, this automation will seamlessly create an Invite to Review in the SoTellUs app. Strengthen your relationship with potential clients and ensure high-quality reviews by streamlining your communication process.

Save time and instantly reach out to new leads by automating the review invitation process with this efficient workflow. When a New Lead is added in Close, this automation will seamlessly create an Invite to Review in the SoTellUs app. Strengthen your relationship with potential clients and ensure high-quality reviews by streamlining your communication process.

  1. When this happens...
    CloseClose
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    SoTellUsSoTellUs
    Create Invite to Review

    Create a new Invitation to Review

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Close triggers, actions, and search

    New Call Recording

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

    Trigger
    Instant
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    • Contact Smart View IDRequired

    Trigger
    Scheduled
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    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
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    • Direction

    • Completed?

    Trigger
    Instant
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    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
    • Completed?

    Trigger
    Instant
    Try It