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Close + Process Street + Bidsketch Integrations

How to connect Close + Process Street + Bidsketch

Zapier lets you send info between Close and Process Street and Bidsketch automatically—no code required. With 6,000+ supported apps, the possibilities are endless.

Choose a Trigger
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Choose an Action
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Do even more with Close + Process Street + Bidsketch

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Close, Process Street, and Bidsketch. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
    • Completed?

    Trigger
    Instant
    Try It

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How Close + Process Street + Bidsketch Integrations Work

  1. Step 1: Authenticate Close, Process Street, and Bidsketch.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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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process-street logo
process-street logo

About Process Street

Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows.

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bidsketch logo
bidsketch logo

About Bidsketch

Bidsketch helps you create professional proposals in minutes.

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