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Close + Omniconvert

Add new Omniconvert interaction leads to Close

If you don't get in touch with a potential customer quickly, they might forget about you. Make it easy on yourself with this integration. Set it up, and Zapier will automatically copy every new lead added to Omniconvert into Close as well so you never delay your outreach with tedious manual entry.

If you don't get in touch with a potential customer quickly, they might forget about you. Make it easy on yourself with this integration. Set it up, and Zapier will automatically copy every new lead added to Omniconvert into Close as well so you never delay your outreach with tedious manual entry.

  1. When this happens...
    OmniconvertOmniconvert
    New Interaction Lead

    Triggers when you have generated a new lead.

    TriggerInstant
  2. automatically do this!
    CloseClose
    Create Lead

    Creates a New Lead

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select WebsiteRequired

    • Select SurveyRequired

    Trigger
    Instant
    Try It
  • Close triggers, actions, and search

    New Call Recording

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

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Scheduled
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Select WebsiteRequired

    • Select InteractionRequired

    Trigger
    Instant
    Try It
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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omniconvert logo
omniconvert logo

About Omniconvert

Omniconvert delivers the software, services & know-how to empower retailers to become customer-centric; from acquisition to retention.

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