Close + Stikkum

Create and update Stikkum leads when new Close leads are added

Effortlessly manage your leads with this seamless workflow between Close and Stikkum. When a new lead is added in Close, the lead will be saved or updated in Stikkum, ensuring your data stays consistent across both platforms. Streamline your lead management process and stay on top of your outreach efforts with this efficient automation.

Effortlessly manage your leads with this seamless workflow between Close and Stikkum. When a new lead is added in Close, the lead will be saved or updated in Stikkum, ensuring your data stays consistent across both platforms. Streamline your lead management process and stay on top of your outreach efforts with this efficient automation.

  1. When this happens...
    CloseClose
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    StikkumStikkum
    Save or Update Contacts

    Saves the contact in your Stikkum database. If a lead with the same first name, last name, and contact information already exists in the database, it will be updated with the new data. Otherwise, a new lead entry will be created.

    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
  • Close triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
  • Close triggers, actions, and search

    New Call Transcript

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

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Scheduled
    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)

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stikkum logo
stikkum logo

About Stikkum

Stikkum is a platform for the mortgage industry with retention alerts and automation that continuously monitors a mortgage broker’s client base.

Related categories

  • CRM (Customer Relationship Management)

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