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Close + Route4Me

Add new Close leads to Route4Me Address Book

This Zapier automation, once active, will capture every new contact created on Close, and log them in your Route4Me Address Book, ensuring you have all your leads at your hands into Route4Me.

This Zapier automation, once active, will capture every new contact created on Close, and log them in your Route4Me Address Book, ensuring you have all your leads at your hands into Route4Me.

  1. When this happens...
    CloseClose
    New Lead in Smart View

    Triggers when a new lead is added to a Smart View.

    TriggerScheduled
  2. automatically do this!
    Route4MeRoute4Me
    Create an Address

    Add an address to the Address Book.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
    • Completed?

    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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route4me logo
route4me logo

About Route4Me

Route4Me optimizes where, when, and how your people, vehicles, assets, and routes should work.

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