Close
When this happens...
CloseNew Lead
do these tasks!
CloseUpdate 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 + Customer.io 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 Task

Triggers when a new task is created or completed.

Run Status Change Report

Runs a status change report for your organization.

New or Updated Email Sequence Subscription

Triggers when a contact is subscribed to an email sequence, when an email sequence subscription is paused, or when an email sequence subscription is finished.

Create Note

Creates a new note.

New Lead in Search Query / Smart View

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

Create Email

Creates a new email.

New Event

Triggers when a new event is created.

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 1,400+ 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.

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