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Create Manifestly checklist runs from new Close leads

  1. When this happensStep 1: New Lead in Search Query / Smart View

  2. Then do thisStep 2: Run Checklist

Want to make sure you follow the same process and in a timely manner for every new lead your organization has? After you turn on this Zapier integration, your checklist runs will be automatically created and assigned to the proper staff, giving you peace of mind that your client onboarding and CRM lead processing are always according to the procedure that you define.

Note: You'll need to first create a Manifestly checklist you wish to run for this integration.

How this Close-Manifestly integration works

  1. A new lead is created in Close
  2. Zapier automatically launches a checklist in Manifestly

Apps involved

  • Close
  • Manifestly
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Connect Close + Manifestly in Minutes

It's easy to connect Close + Manifestly and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Call Recording

Triggers when a new call recording or voicemail is added to Close.

InstantNew Contact

Triggers when a new contact is created.

InstantNew Export

Triggers when a new Export is created or completed.

InstantNew Lead

Triggers when a new lead is created.

New Lead in Search Query / Smart View

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

InstantNew Call

Triggers when a new Call is created or completed.

InstantNew Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

InstantNew Inbox Item

Triggers when a new item appears in your Close inbox.

InstantNew Lead in Status

Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.

InstantNew Meeting

Triggers when a Meeting is scheduled, started, completed, or canceled.