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

If you find yourself manually randomizing and assigning lead owners in Close.io, 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.io leads.

How this integration works

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

Apps involved

  • Close.io
  • Formatter by Zapier
  • Close.io

Why Zapier?

Free

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

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New Email Sequence Subscription Finished

Triggers when a subscription to an email sequence for a contact goes into finished status.

Run Sent Email Report

Runs a sent email report for your organization.

New Email

Triggers when a new Email is created.

Run Status Change Report

Runs a status change report for your organization.

New Opportunity Status Change

Triggers when a new Opportunity Status Change is created.

Create Note

Creates a new note.

New Export

Triggers when a new Export is created.

Create Email

Creates a new email.

New Lead

Triggers when a new lead is added (with line items support).

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.

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Become a Zapier Integration Partner

Close.io is built from the ground up to be more than just a CRM. It makes brings the communication loop directly into your leads management.

Close.io is built from the ground up to be more than just a CRM. It makes brings the communication loop directly into your leads management.

See Close.io Integrations