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Close + TellScale

Create new leads in Close whenever new recommendations are created in TellScale

Boost your sales activities seamlessly as this automated workflow turns newfound recommendations from TellScale into potential leads in Close. By transforming recommendations into leads instantly, this process ensures your sales team can act quickly, fostering a more productive and efficient sales process. This automation takes the manual work out of data transfer, allowing you to focus more on your primary sales activities.

Boost your sales activities seamlessly as this automated workflow turns newfound recommendations from TellScale into potential leads in Close. By transforming recommendations into leads instantly, this process ensures your sales team can act quickly, fostering a more productive and efficient sales process. This automation takes the manual work out of data transfer, allowing you to focus more on your primary sales activities.

  1. When this happens...
    TellScaleTellScale
    Recommendation Created

    Triggers when a recommendation was created.

    TriggerScheduled
  2. automatically do this!
    CloseClose
    Create Lead

    Creates a New Lead

    ActionWrite
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Supported triggers and actions

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

    Promotor Activity

    Triggers when a promotor has an activity, like new link click or update of name, mail etc.

    Trigger
    Scheduled
    Try It
  • TellScale triggers, actions, and search

    Recommendation Gift Reached

    Triggers when a promotor reaches a recommendation gift.

    Trigger
    Scheduled
    Try It
  • Action
    Write
    • First NameRequired

    • Last NameRequired

    • PhoneRequired

    • E-MailRequired

    • Notes

    Action
    Write
    • First NameRequired

    • Last NameRequired

    • PhoneRequired

    • E-Mail

    • Notes

    • Promotor ID

    Action
    Write
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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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tellscale logo

About TellScale

TellScale is a recommendation software that allows you to digitize your referral marketing and predictably acquire new customers through referral programs.

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