Updates to Close.io: Trigger Workflows from New SMS Messages

With Close.io, you’ve always been able to trigger workflows from actions in this sales CRM. With this new update comes the ability to do the same from a Close.io’s new SMS trigger. Now, data moves freely between mobile and your laptop, between Close.io and your other apps, you and your teammates.

Information when and where you want it, automatically.

What's New with Close.io

New Triggers

• New SMS: Triggers when a new SMS is created.

This Trigger is particularly useful if you want to forward an SMS. Click below for a walkthrough within Zapier and get additional help from Close.io’s help docs.

How to Automate Close.io with Zapier

1. Make sure you have a Zapier and a Close.io account

2. Try some pre-made Close.io integrations and learn more about how Close.io works

3. Check out our Close.io help documentation for details on connecting your account and setting up your first Zap. Read the introduction post from Close.io on how this affects your plan and pricing.

4. Or login to build a custom workflow with Close.io and Zapier

New to Zapier? It's a tool that helps anyone connect apps and automate workflows - without any complicated code. Sign up for free to use Close.io with Zapier.