Close + Textmagic

Add new Close leads to a TextMagic SMS list as contacts

Easily stay in touch with new leads by using this automation workflow. When a new lead is created in Close, it will immediately add the contact to a specific list in TextMagic SMS. This way, you can streamline your communication process and never miss an opportunity with potential clients.

Easily stay in touch with new leads by using this automation workflow. When a new lead is created in Close, it will immediately add the contact to a specific list in TextMagic SMS. This way, you can streamline your communication process and never miss an opportunity with potential clients.

  1. When this happens...
    CloseClose
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    TextmagicTextmagic
    Add Contact to List

    Adds contact to the specified list. WARNING: Contacts cannot exist without any lists. If you want to move contacts between lists, first add it to the new list, then remove contact from the old one.

    ActionWrite
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Supported triggers and actions

    • Field(s) Required to Trigger

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Polling
    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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textmagic logo
textmagic logo

About Textmagic

Textmagic is a business messaging service for sending SMS broadcasts, email campaigns, notifications, alerts, reminders, and confirmations.
Learn more

Related categories

  • Communication