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

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.io, 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.

How this integration works:

  1. Unassigned leads are found in Close.io
  2. Zapier randomly assigns a lead owner with Formatter by Zapier
  3. Zapier updates the lead owner in Close.io
  4. Zapier creates an event in Customer.io with the lead owner

Apps involved

  • Close.io
  • Formatter by Zapier
  • Close.io
  • Customer.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 + Customer.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.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

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.

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

See Customer.io Integrations