New for Our Close.io Integration: Find Contacts, Add More Lead Info, and Export Data
Matthew Guay / July 12, 2018
Close.io keeps everything about your contacts together, and with their new Zapier integration updates, you can use that data better in your workflows. The new Find Contact search will let Zapier look for contact info—and add contacts automatically if they're not in your CRM already. You can then include more details about leads with additional fields and an Add Address to Lead action to update your lead info.
And if you need to use your CRM data elsewhere, the new Create Export action lets you get an email with lead, opportunity, or contact exports based on your search query. Those will help you get the info you need from your CRM when you need it.
→ Automate your contacts and sales with Zapier's Close.io integrations.