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Launched on Zapier:
The following Close Triggers, Searches, and Actions are supported by Zapier:
Triggers when a new Call is created or completed.
Triggers when a new incoming Email is created or an outgoing Email is sent.
Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.
Triggers when a new event is created.
Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.
Triggers when a contact is subscribed to an email sequence, when an email sequence subscription is paused, when an email sequence subscription is resumed, or when an email sequence subscription is finished.
Triggers when a new task is created or completed.
Triggers when a new Export is created or completed.
Triggers when a new membership is added to or removed from your Close organization.
Triggers when a new contact is created.
Triggers when a new lead is created.
Triggers when a new lead is added to a search query or Smart View.
Triggers when a new Note is created.
Triggers when a new opportunity is added.
Triggers when a new inbound SMS is created or an outbound SMS is sent.
Triggers when a new call recording or voicemail is added to Close.
Triggers when a new item appears in your Close inbox.
Runs an activity overview report for your organization.
Creates a new Contact.
Creates a new lead (with line items support).
Creates a new opportunity.
Runs a sent email report for your organization.
Creates a new SMS.
Creates a new Task.
Updates an existing Email Sequence Subscription.
Delete logged call.
Deletes a single email address from an existing contact.
Merges one lead into another lead.
Creates a new bulk email.
Creates a new export of leads, opportunities, or contacts, based on a lead search query, that will be emailed to your email address.
Creates a new Smart View.
Turn on and off call forwarding for a specific number.
Updates an existing Contact.
Updates an existing Opportunity.
Updates an existing Task.
Creates a new call.
Creates a new email.
Creates a new note.
Runs an opportunity report for your organization. This report will return the data that you see at the top of the "Opportunities" page in Close.io.
Subscribes a contact to an email sequence.
Runs a status change report for your organization.
Updates an existing Lead.
Adds an address to a lead.
Delete an email on a lead.
Exports an activity overview or an activity comparison report to a CSV file.
Creates a new bulk action. You can choose from "Update the Lead Status," "Update a Custom Field," and "Clear a Custom Field".
Creates a new bulk sequence subscription action.
Invites a user to join your Close organization.
Select a random user from your organization.
Updates an existing Call.
Updates an existing Note.
Updates an existing Smart View.
Find an existing call.
Find the total number of leads in a given query.
Find an existing Close user.
Find an existing email sequence subscription.
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