Close.io
When this happens...
FormKeepNew Submission
Then do this...
Close.ioCreate Task

Don't let your leads cool off—when new submissions come in from Formkeep, Zapier will send them to Close.io as new leads and will create new tasks so you can assign sales reps to follow-up ASAP.

How this Formkeep-Close.io integration works

  1. New submissions are received from Formkeep
  2. Zapier creates new leads in Close.io
  3. Zapier also creates new tasks in Close.io

Apps involved

  • Formkeep
  • Close.io
  • Close.io

Why Zapier?

Free

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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 + FormKeep 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.

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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.

Form endpoints for designers and developers. You control the form look and feel, and FormKeep handles the data.

See FormKeep Integrations