DocSend

DocSend + Close Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect DocSend and Close, with as many as 105 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect DocSend + Close and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Link Created

This trigger fires when you create a new link in DocSend.

Run Sent Email Report

Runs a sent email report for your organization.

New Space Created

This trigger fires when you create a new Space in DocSend.

Run Status Change Report

Runs a status change report for your organization.

New Visit

Triggers when you get a new visit.

Create Note

Creates a new note.

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

Create Email

Creates a new email.

New Event

Triggers when a new event is created.

Run Opportunity Report

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.

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DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.

Learn More

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.

See Close Integrations