Two New Close.io Actions and Overall Integration Improvements

Danny Schreiber
Danny Schreiber / March 3, 2015

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."