If you have prospects filling out your form, you're probably used to exporting their information and replying to them manually. Put that all behind you by setting up this Zapier integration. After you do, it will fire off whenever someone submits a new entry to your Wufoo form, automatically logging them as a lead on Close and then sending out a text message with a customized response or greeting so you can spend your time engaging with everyone who replies to you instead.
Note: Users must submit a phone number as part of their form entry for this integration to work, and SMS messages can only be sent to SMS-enabled phone numbers in the United States and Canada.
How this Wufoo-Close integration works
- A new entry is submitted to your Wufoo form
- Zapier creates a new lead on Close
- Zapier sends them an SMS message via Close
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Use Wufoo Entries to Create New Close Leads
Creating new leads in your Close account from any Wufoo form is as simple as connecting the two apps together with Zapier. Use email addresses, names, and any other information you'd like to collect in a form to create brand new leads within Close in just a few clicks.
How it works
- Set up a form with Wufoo to collect an email address and other contact information
- Zapier will automatically send new form entries directly to Close and create new leads
What You Need
- A Wufoo form
- A Close account
Send new Wufoo entries to Close as opportunities
If you're working with multiple services for sales, you don't want to add friction to their connections by relying on slow, error-prone manual entry. Automate them instead! Once you set up this Zap, any new entry in Wufoo will be sent to Close where an opportunity will be created, keeping up with your work behind the scenes so you can be more efficient.
How It Works
- A new entry is received in Wufoo
- Zapier automatically adds a Close opportunity
What You Need
- Wufoo account
- Close account
It's easy to connect Close + Wufoo and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new incoming Email is created or an outgoing Email is sent.
Runs a sent email report for your organization.
Triggers when a new event is created.
Runs a status change report for your organization.
Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.
Creates a new note.
Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.
Creates a new email.
Triggers when a new lead is added to a search query or Smart View.
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.