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Close + Customer.io + Formatter by Zapier

Assign leads in Close and create events in Customer.io

If you're spending any amount of time manually assigning leads, you can get that time back! Zapier will automatically assign leads with its Formatter step, update the new lead owner in Close, AND create an event in Customer.io, which stores your lead's information! You don't have to do a thing but set-up this Zap.

If you're spending any amount of time manually assigning leads, you can get that time back! Zapier will automatically assign leads with its Formatter step, update the new lead owner in Close, AND create an event in Customer.io, which stores your lead's information! You don't have to do a thing but set-up this Zap.

  1. When this happens...
    CloseClose
    New Lead in Smart View

    Triggers when a new lead is added to a Smart View.

    TriggerScheduled
  2. automatically do this...
    Formatter by ZapierFormatter by Zapier

    Various utilities like "choose value from list" or "lookup in table".

    ActionWrite
  3. then do this...
    CloseClose
    Update Lead

    Updates an existing Lead.

    ActionWrite
  4. then do this!
    Customer.ioCustomer.io
    Create Event

    Creates an event.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Close triggers, actions, and search

    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Scheduled
    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
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
    • Completed?

    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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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About Customer.io

With Customer.io you can send email, SMS, and push based on what people do or don't do in your app.

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formatter logo
formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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