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Referrizer + Close Integrations

How to connect Referrizer + Close

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  • Referrizer triggers, actions, and search
    New Contact
    Triggers when a contact is created.
    Trigger
    Scheduled
  • Referrizer triggers, actions, and search
    New Visit
    Triggers when a visit is created, i.e. contact is checked in.
    Trigger
    Scheduled
  • Referrizer triggers, actions, and search
    Create/Update Contact
    Creates or updates a contact.
    Action
    Write
  • Close triggers, actions, and search
    New Call Recording
    Triggers when a new call recording or voicemail is added to Close.
    Trigger
    Instant
  • Close triggers, actions, and search
    New Call
    Triggers when a new Call is created or completed.
    Trigger
    Instant
  • Close triggers, actions, and search
    New Contact in Contact Smart View
    Triggers when a new Contact is added to a Contact Smart View.
    Trigger
    Scheduled
  • Close triggers, actions, and search
    New Contact
    Triggers when a new contact is created.
    Trigger
    Instant
  • Close triggers, actions, and search
    New or Updated Custom Activity
    Triggers when a Custom Activity is created or updated.
    Trigger
    Instant
  • Close

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

    Instant

    Trigger

  • Close

    Triggers when a new Export is created or completed.

    Instant

    Trigger

  • Close

    Triggers when a new item appears in your Close inbox.

    Instant

    Trigger

  • Close

    Triggers when a new lead is created.

    Instant

    Trigger

  • Close

    Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.

    Instant

    Trigger

  • Close

    Triggers when a new lead is added to a search query or Smart View.

    Scheduled

    Trigger

  • Close

    Triggers when a Meeting is scheduled, started, completed, or canceled.

    Instant

    Trigger

  • Close

    Triggers when a new membership is added to or removed from your Close organization.

    Instant

    Trigger

  • Close

    Triggers when a new event is created.

    Instant

    Trigger

  • Close

    Triggers when a new Note is created.

    Scheduled

    Trigger

  • Close

    Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.

    Instant

    Trigger

  • Close

    Triggers when a new opportunity is added.

    Instant

    Trigger

  • Close

    Triggers when a contact is subscribed to a sequence, when a sequence subscription is paused, when a sequence subscription is resumed, or when a sequence subscription is finished.

    Instant

    Trigger

  • Close

    Triggers when a new inbound SMS is created or an outbound SMS is sent.

    Instant

    Trigger

  • Close

    Triggers when a new task is created or completed.

    Instant

    Trigger

  • Close

    Adds an address to a lead.

    Scheduled

    Action

  • Close

    Delete logged call.

    Scheduled

    Action

  • Close

    Delete an email on a lead.

    Scheduled

    Action

  • Close

    Deletes a single email address from an existing contact.

    Scheduled

    Action

  • Close

    Exports an activity overview or an activity comparison report to a CSV file.

    Scheduled

    Action

  • Close

    Merges one lead into another lead.

    Scheduled

    Action

  • Close

    Runs an activity overview report for your organization.

    Scheduled

    Action

  • Close

    Creates a new bulk action. You can choose from "Update the Lead Status," "Update a Custom Field," and "Clear a Custom Field".

    Scheduled

    Action

  • Close

    Creates a new bulk email.

    Scheduled

    Action

  • Close

    Creates a new bulk sequence subscription action.

    Scheduled

    Action

  • Close

    Creates a new call.

    Scheduled

    Action

  • Close

    Creates a new Contact.

    Scheduled

    Action

  • Close

    Creates a new Custom Activity.

    Scheduled

    Action

  • Close

    Creates a new email.

    Scheduled

    Action

  • Close

    Creates a new export of leads, opportunities, or contacts, based on a lead search query, that will be emailed to your email address.

    Scheduled

    Action

  • Close

    Invites a user to join your Close organization.

    Scheduled

    Action

  • Close

    Creates a New Lead

    Scheduled

    Action

  • Close

    Creates a new note.

    Scheduled

    Action

  • Close

    Find the total number of leads in a given query.

    Scheduled

    Action

  • Close

    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.

    Scheduled

    Action

  • Close

    Creates a new opportunity.

    Scheduled

    Action

  • Close

    Runs a sent email report for your organization.

    Scheduled

    Action

  • Close

    Subscribes a contact to a sequence.

    Scheduled

    Action

  • Close

    Creates a new Lead Smart View.

    Scheduled

    Action

  • Close

    Creates a new SMS.

    Scheduled

    Action

  • Close

    Runs a status change report for your organization.

    Scheduled

    Action

  • Close

    Creates a new Task.

    Scheduled

    Action

  • Close

    Select a random user from your organization.

    Scheduled

    Action

  • Close

    Turn on and off call forwarding for a specific number.

    Scheduled

    Action

  • Close

    Updates an existing Call.

    Scheduled

    Action

  • Close

    Updates an existing Contact.

    Scheduled

    Action

  • Close

    Updates an exisiting Custom Activity.

    Scheduled

    Action

  • Close

    Updates an existing Lead.

    Scheduled

    Action

  • Close

    Updates an existing Note.

    Scheduled

    Action

  • Close

    Updates an existing Opportunity.

    Scheduled

    Action

  • Close

    Updates an existing Sequence Subscription.

    Scheduled

    Action

  • Close

    Updates an existing Lead Smart View.

    Scheduled

    Action

  • Close

    Updates an existing Task.

    Scheduled

    Action

  • Close

    Find an existing call.

    Scheduled

    Action

  • Close

    Find a Connected Account you can use to send emails.

    Scheduled

    Action

  • Close

    Finds an existing contact.

    Scheduled

    Action

  • Close

    Finds an existing Custom Activity.

    Scheduled

    Action

  • Close

    Find an existing lead.

    Scheduled

    Action

  • Close

    Find an existing note.

    Scheduled

    Action

  • Close

    Find an existing Opportunity.

    Scheduled

    Action

  • Close

    Find an existing sequence subscription.

    Scheduled

    Action

  • Close

    Find an existing task.

    Scheduled

    Action

  • Close

    Find an existing Close user.

    Scheduled

    Action

  • Close

    Find or Create Contact

    Scheduled

    Action

  • Close

    Find or Create Custom Activity

    Scheduled

    Action

  • Close

    Find or Create Lead

    Scheduled

    Action

  • Close

    Find or Create Note

    Scheduled

    Action

  • Close

    Find or Create Opportunity

    Scheduled

    Action

  • Close

    Find or Create Task

    Scheduled

    Action

How Referrizer + Close Integrations Work

  1. Step 1: Authenticate Referrizer and Close.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
referrizer logo
referrizer logo

About Referrizer

Referrizer combines CRM and all aspects of marketing automation into a single and easy-to-use platform, making customer acquisition and retention easy.

Related categories

closeio logo
closeio logo

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 more

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