Manifestly + Close Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Manifestly and Close, with as many as 115 possible integrations. Are you ready to find your productivity superpowers?
Create Manifestly checklist runs from new Close.io leads
Want to make sure you follow the same process and in a timely manner for every new lead your organization has? After you turn on this Zapier integration, your checklist runs will be automatically created and assigned to the proper staff, giving you peace of mind that your client onboarding and CRM lead processing are always according to the procedure that you define.
Note: You'll need to first create a Manifestly checklist you wish to run for this integration.
How this Close.io-Manifestly integration works
- A new lead is created in Close.io
- Zapier automatically launches a checklist in Manifestly
It's easy to connect Manifestly + Close and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a checklist step is completed.
Creates a run of a checklist.
Triggers when a checklist run is completed.
Runs a sent email report for your organization.
Triggers when a checklist run is started.
Runs a status change report for your organization.
Triggers when a new incoming Email is created or an outgoing Email is sent.
Creates a new note.
Triggers when a new task is created or completed.
Creates a new email.
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