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Create integrations between Radius Agent and Close to automate any workflow

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Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Quickly automate workflows with Radius Agent and Close using Zapier's templates.

Our most popular template

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  • Create active clients in Radius Agent from new opportunities in Close

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    • Radius Agent logo

Create active clients in Radius Agent from new opportunities in Close

Details
Try it
  • Close logo
  • Radius Agent logo

How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Triggers and actions are the main components of every automated workflow.

Connect Radius Agent and Close to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Radius Agent triggers, actions, and search

    New Disqualified Lead

    Triggers when a lead is disqualified.

    Trigger
    Scheduled
    Try It
  • Radius Agent triggers, actions, and search

    New Note

    Triggers when a new note/activity is added to your lead.

    Trigger
    Scheduled
    Try It

    • Client Source

    • Name

    • Emails

    • Phones

    • Additional notes about client

    • Client Type

    • Property address

    • Property Name

    • Property City

    • Property state

    • Property Zipcode

    • Number of bedroom

    • Number of Bathroom

    • Property Age

    • Covered Area

    • Area Coverage

    • Sale Price

    • Property Type

    • Property country

    • Transaction Type

    • Minimum budget

    • Maximum Budget

    • Number of bedroom

    • Number of bathroom

    • Area unit

    • Minimum size of the area

    • Sale type

    • Requirement zipcode

    • Requirement Neighbourhood

    • Requirement City

    • Requirement State

    • Note

    Action
    Write

    • Lead Email

    • Phone Number

    • Disqualification Reason

    Action
    Write
  • Radius Agent triggers, actions, and search

    New Inbound Lead and Accepted Assist Lead

    Triggers when a recently qualified assist lead is accepted or a new inbound referral is assigned.

    Trigger
    Scheduled
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  • Radius Agent triggers, actions, and search

    New Qualified Lead

    Triggers when a new lead is qualified.

    Trigger
    Scheduled
    Try It

    • Radius Assist vs Refer outRequired

    • Lead Priority

    • Lead Source

    • Name

    • Emails

    • Phones

    • Additional notes about client

    • Lead Type

    • Is Buyer Lead

    • Is Seller Lead

    • Property address

    • Property Name

    • Property City

    • Property state

    • Property Zipcode

    • Number of bedroom

    • Number of Bathroom

    • Property Age

    • Covered Area

    • Area Coverage

    • Resale Price

    • Requirement City

    • Requirement State

    • Minimum budget

    • Max Budget

    • Number of bedroom

    • Number of bathroom

    • Area unit

    • Minimum size of the area

    • Sale type

    • Requirement zipcode

    • Buyer property address

    • Property name

    • Property City

    • Property state

    • Zipcode

    • Number of bedroom

    • Number of bathroom

    • Property Age

    • Covered Area

    • Area Coverage

    • Resale price

    • Note

    • Assign to

    Action
    Write
  • Close triggers, actions, and search

    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
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About Radius Agent

Radius Agent qualifies leads using the assist program to help you close deals.
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  • CRM (Customer Relationship Management)

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About Close

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.
Learn moreHelp

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