Close + Textmagic

Create contacts in TextMagic SMS for new leads in Close

Effortlessly stay connected with potential clients using this seamless workflow between Close and TextMagic SMS. When a new lead is added in Close, a new contact will be created in TextMagic SMS, ensuring that you have all the relevant details on hand for future communications. Save time, stay organized, and foster better relationships with your leads using this efficient automation.

Effortlessly stay connected with potential clients using this seamless workflow between Close and TextMagic SMS. When a new lead is added in Close, a new contact will be created in TextMagic SMS, ensuring that you have all the relevant details on hand for future communications. Save time, stay organized, and foster better relationships with your leads using this efficient automation.

  1. When this happens...
    CloseClose
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    TextmagicTextmagic
    Create Contact

    Creates a new contact (or optionally edits an existing 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