Formatter + Close Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Formatter by Zapier and Close, with as many as 64 possible integrations. Are you ready to find your productivity superpowers?
Add lead owners to unassigned leads in Close.io with Formatter by Zapier
If you find yourself manually randomizing and assigning lead owners in Close.io, let Zapier do the thinking—and the work! Using Formatter by Zapier and your unique entries, Zapier will randomly assign lead owners to your new Close.io leads.
How this integration works
- New leads come in from Close.io
- Zapier randomly picks from your input
- Zapier updates your Close.io leads with the output from step 2
- Formatter by Zapier
Assign leads in Close.io 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.io, 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.io
- Zapier randomly assigns a lead owner with Formatter by Zapier
- Zapier updates the lead owner in Close.io
- Zapier creates an event in Customer.io with the lead owner
- Formatter by Zapier
It's easy to connect Formatter by Zapier + 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.
Work with numeric data to do math operations, reformat currencies, and more (with line-item support).
Triggers when a new task is created or completed.
Various utilities like "choose value from list" or "look up in table" (with line-item support).
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.
Work with dates and times to change formatting or add/subtract time (with line-item support).
Triggers when a new lead is added to a search query or Smart View.
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
Triggers when a new event is created.
Runs a sent email report for your organization.
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