Close
When this happens...
CloseNew Lead
do these tasks!
Formatter by ZapierUtilities (Legacy)
CloseUpdate Lead

If you find yourself manually randomizing and assigning lead owners in Close, let Zapier do the thinking—and the work! Using Formatter by Zapier and your unique entries, Zapier will randomly assign lead owners to your new Close leads.

How this integration works

  1. New leads come in from Close
  2. Zapier randomly picks from your input
  3. Zapier updates your Close leads with the output from step 2

Apps involved

  • Close
  • Formatter by Zapier
  • Close

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Close + Close and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

Run Sent Email Report

Runs a sent email report for your organization.

New Event

Triggers when a new event is created.

Run Status Change Report

Runs a status change report for your organization.

New Lead in Status

Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.

Create Note

Creates a new note.

New Opportunity in Status

Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.

Create Email

Creates a new email.

New Lead in Search Query / Smart View

Triggers when a new lead is added to a search query or Smart View.

Run Opportunity Report

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.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

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

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.

See Close Integrations