Add new Contaps as Close contacts
When this happensStep 1: New Contap
Then do thisStep 2: Create Contact
Stop spending countless hours manually entering new contacts and information into your Close CRM. This simple automation can handle the busywork for you. Once you connect the Contap-Close CRM integration, every new contact you make from Contap will save to your Close CRM as a contact.
Note: This Zapier integration is will not automatically add your existing contacts to Close CRM. If you'd like to add your existing contacts to Close CRM, simply go to a specific user's Profile on Contap, and in the Bio tab, toggle "Add to CRM." It's that easy!
How this Contap-Close CRM integration works
- A Contap user adds a new contact on Contap
- Zapier adds that contact to Close CRM as a contact
- Close CRM