Updates for Close.io: A More Powerful Integration with 13 New Triggers and Actions

Close.io was built to help you close more deals and their integration with Zapier just became exponentially more powerful so you can do more on autopilot.

The updates include multiple new Actions allowing you to do more in Close.io automatically. You can now create an email or a new SMS in Close.io from Triggers, or events, in your other tools (such a new lead, new email or submission to a form). If someone submits their information to your lead magnet twice, not a problem. You can automatically merge two leads ensuring you don’t have duplicate information in your database. You can also delete logged calls automatically. Monitor all of this activity by automatically running activity reports with advanced formatting fields so you and the team can stay on top of business activities without any additional work.

You can also use Triggers within Close.io to ignite workflows in your other go-to apps. Now, When a new opportunity changes status, you can kick off Actions in your other apps. Pass details about contact names, notes, and users to your other tools. You can also kick off workflows from new notes in Close.io. Your marketing funnel has never been more complete or tighter.

Finally, this update greatly expands your ability to automatically make updates in Close.io. Now you can automatically update opportunities, tasks, notes, contacts and calls when things change in your other apps. Set up the workflow once, and rest assured that everything in Close.io is accurate and up-to-date. For details on setting up these workflows, look no further than Close.io's blog post here.

If these updates and this integration are exactly what you’re looking for, Close.io will cover the cost of a Zapier Basic Plan for a year when you purchase a Close.io annual plan. The powerful duo will help you close more deals and automate more so you can scale faster and make more money with less work.

To learn more about this offer, contact your Close.io Success Manager directly. If you’re not sure who your Success Manager is, please contact the Close.io Support team.

What's New with Close.io

New Triggers

• New Note: Triggers when a new Note is created.
• New Email: Triggers when a new Email is created.
• New Opportunity Status Change: Triggers when a new Opportunity Status Change is created (pass information about contact name, notes, and user to your other apps).

New Actions

• New Email: Creates a new email.
• Run Activity Report: Runs an activity report for your organization.
• New SMS: Creates a new SMS (can include information about date created).
• Delete Logged Call: Delete logged call.
• Merge Two Leads: Merges one lead into another lead.
• Update Opportunity: Updates an existing Opportunity.
• Update Task: Updates an existing Task.
• Update Note: Updates an existing Note.
• Update Contact: Updates an existing Contact.
• Update Call: Updates an existing Call.

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

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.