Docsify + Close.io Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Docsify and Close.io, with as many as 198 possible integrations. Are you ready to find your productivity superpowers?
Create Close.io CRM opportunities from new Docsify viewed documents
So someone viewed your Docsify document, that's great! Now you have to manually go in and create an opportunity in Close.io, right? With this Docsify-Close.io CRM integration, whenever a new attached Docsify document is viewed, Zapier will automatically create a new opportunity for it on Close.io CRM. Stop creating manual oppurtunities and let Zapier automate it for you!
How this Docsify-Close.io CRM integration works
- The attached Docsify document was opened and viewed by the recipient.
- Zapier automatically creates a new opportunity on Close.io CRM
- Close.io CRM
It's easy to connect Docsify + Close.io and requires absolutely zero coding experience—the only limit is your own imagination.
Trigger when the email was opened.
Runs a sent email report for your organization.
Trigger when the document was downloaded.
Runs a status change report for your organization.
Trigger when the document was opened.
Creates a new note.
Triggers when a new incoming Email is created or an outgoing Email is sent.
Creates a new email.
Triggers when a new task is created or completed.
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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