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
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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 new event is created.
Runs a status change 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 note.
Triggers when a new lead is added to a search query or Smart View.
Creates a new email.
Triggers when a new task is created or completed.
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.