Customer.io + Close Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Customer.io and Close, with as many as 34 possible integrations. Are you ready to find your productivity superpowers?
Assign leads in Close and create events in Customer.io
If you're spending any amount of time manually assigning leads, you can get that time back! Zapier will automatically assign leads with its Formatter step, update the new lead owner in Close, AND create an event in Customer.io, which stores your lead's information! You don't have to do a thing but set-up this Zap.
How this integration works:
- Unassigned leads are found in Close
- Zapier randomly assigns a lead owner with Formatter by Zapier
- Zapier updates the lead owner in Close
- Zapier creates an event in Customer.io with the lead owner
- Formatter by Zapier
Track new Close leads in Customer.io events
Keep better track of your new leads with this Zap! Zapier will create new events in Customer.io from each of your new Close leads. These events are full of data about your lead, painting a more vivid picture of your customer.
How this Close-Customer.io integration works
- New leads appear in Close
- Zapier creates an event in Customer.io
It's easy to connect Customer.io + Close 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.
Creates a new customer. If the customer already exists, it will be updated.
Triggers when a contact is subscribed to an email sequence, when an email sequence subscription is paused, or when an email sequence subscription is finished.
Creates an event.
Triggers when a new task is created or completed.
Runs a sent email 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 call.
Triggers when a new opportunity is added.
Creates a new email.
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