Use Close.io Zaps in 8 New Ways: Find Leads, Trigger When Leads Change Status, and More
When qualifying leads, there's a lot to track: calls, emails, random notes, deadlines and more. Close.io Zaps like these are a great way to track leads while eliminating manual data entry from the process:
Zapier's Close.io integration was recently updated, so Close.io Zaps can do even more work for you. Here's what's new (click to jump):
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1 new Search Action: a "Find Lead" Search Action
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4 new Triggers: a "New Note" Trigger, a "New Email" Trigger, a "New Call" Trigger, and a "Lead Status Change" Trigger
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3 new Actions: a "Create Note" Action, a "Create Call" Action, and an "Update Lead" Action
Use Zaps to find leads in Close.io
Thanks to Zapier's new searching capabilities called Search Actions, Zapier can now find leads in Close.io. If the Zap doesn't find a lead that matches your search criteria, then it will automatically create one. Once you have the Close.io lead you're looking for, you can use it in a subsequent step of the same Zap.
This Search Action might come in handy if, for example, you want to know if any of your leads are attending an event you're hosting. Set up a Zap that automatically searches for Close.io leads and creates notes on their records whenever new attendees sign up for your Eventbrite event.
New Ways to Trigger Zaps from Close.io
You can now kick off Zaps whenever new notes, emails, or calls are created in Close.io or whenever leads change status. These new options give you many new ways to automate your workflows and save yourself time.
Let's say you typically leads to your email list in MailChimp once they reach a certain status and you also add a note to the lead saying "Added to MailChimp." Set up a Zap to automate that work, so you can spend more time nurturing leads rather than documenting them.
Use Zaps to update leads or create notes and calls
You can now build Zaps that will create notes and calls in Close.io for you. Or try using a Zap that automatically updates Close.io leads for you. Don't worry about updating Close.io with the most recent information, let Zaps do the manual work for you.
This Zap will automatically find existing leads in Close.io whenever they fill out a certain form on your website. Then the Zap will update the status of the leads accordingly.
How To Use This Integration:
- Sign up for a Close.io account, and also make sure you have a Zapier account.
- Connect your Close.io account to Zapier.
- Check out pre-made Close.io integrations.
- Or create your own from scratch in the Zap Editor.