Close

Close Updates

Close update · July 19, 2018

New for Our Close.io Integration: Run Email Reports and Add Addresses to Leads

Curious how your Close.io email campaigns performed? Zapier's new Close.io Run Sent Email Report action can automatically generate Close.io reports about your emails whenever you want. Zapier can then send the report to your team, or save it to a spreadsheet for later analysis. Then, our Close.io New Lead Status...read more
Close mention · December 13, 2017

MeisterLabs Built a Workflow in Slack to Manage Vacation Requests

Communication sits at the heart of any great relationship—including co-workers or different teams within a company. But as businesses grow, communication can dwindle. Ensuring different departments know what the others are up to can be a challenge. MeisterLabs, creators of MindMeister and MeisterTask found a simple fix. With team...read more
Close mention · December 12, 2017

The Zapier Guide to Line Items

e pluribus unum. The timeworn phrase that graces most US banknotes—Latin for "Out of many, one"—was intended to represent the United States being one nation of many states, could easily have a double meaning. After all, so often when you open your wallet to pay a receipt or invoice,...read more
Close mention · October 31, 2017

Customer.io Automatically Standardizes Form Submissions for Reporting

When you work on a small team, odds are high that you have multiple responsibilities. Some of those tasks are probably shared, too, or jump department lines. Today might be a marketing project but tomorrow might have more of a sales or support slant to it. Maybe it's a project...read more
Close update · September 12, 2017

Updates for Close.io: Use Zaps to Run Reports, Perform Bulk Actions, and More

Thanks to recent updates to the Zapier + Close.io integration, you can automatically maintain your Close.io records and report on them with fewer clicks and less tedious data maintenance. Now you can create Zaps that automatically perform bulk actions on Close.io records—such as updating the "lead status" field or any...read more

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

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 More