Close + Docsify Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Close and Docsify, with as many as 175 possible integrations. Are you ready to find your productivity superpowers?
Create Close CRM opportunities from new Docsify viewed documents
So someone viewed your Docsify document, that's great! Now you have to manually go in and create an opportunity in Close, right? With this Docsify-Close CRM integration, whenever a new attached Docsify document is viewed, Zapier will automatically create a new opportunity for it on Close CRM. Stop creating manual oppurtunities and let Zapier automate it for you!
How this Docsify-Close CRM integration works
- The attached Docsify document was opened and viewed by the recipient.
- Zapier automatically creates a new opportunity on Close CRM
- Close CRM
It's easy to connect Close + Docsify and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new incoming Email is created or an outgoing Email is sent.
Runs a sent email report for your organization.
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.
Creates a new call.
Triggers when a new event is created.
Creates a new note.
Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.
Creates a new email.
Triggers when a new opportunity is added.
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.
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