Assign leads in Close.io 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.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
Assign leads in Close.io and create events in Customer.io
Close.io integration logo

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.

Customer.io integration logo

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

What Is Zapier?

Get Help