Two New Close.io Actions and Overall Integration Improvements
The Close.io-Zapier integration is now deeper than ever after they rolled out this week two new actions—New Opportunities and New Tasks—and beefed up four current triggers and actions. They've published a thorough recap of the upgrades on their blog, but here's a quick look at what's been improved.
Related: Join us for a live training session Wednesday, April 15 at 1 p.m. EST to learn the best ways to automate Close.io with Zapier.
New Actions
- New Opportunity - Create new opportunities
- New Task - Add a new task to your Close.io
Upgraded Triggers & Actions
- New Lead Trigger - Now using your saved searches and custom search query
- New Task Trigger - Start filtering field by "Assigned To User" and "Is Complete"
- New Opportunity Trigger - Begin filtering by the "Status" (dropdown) and "Value period"
- New Lead Action - The "status" field is now a dynamic dropdown to make it easier
Start making use of these improved triggers and actions by spinning up a new Close.io integration now or using one of the popular Zaps below.
Read more about the Close.io updates on their blog, "Integration Update: Close.io with Zapier greatly improved."