Close + HubSpot

"add new contacts to list in HubSpot when new opportunities in status occur in Close"

Boost your sales processes with this smooth, efficient workflow between Close and HubSpot. When a new opportunity reaches a certain status in Close, it automatically triggers a process to add a contact to a specific list in HubSpot. Stay on top of your marketing game by ensuring that all potential leads from your sales operations are instantly added to your HubSpot contact list for further nurturing.

Boost your sales processes with this smooth, efficient workflow between Close and HubSpot. When a new opportunity reaches a certain status in Close, it automatically triggers a process to add a contact to a specific list in HubSpot. Stay on top of your marketing game by ensuring that all potential leads from your sales operations are instantly added to your HubSpot contact list for further nurturing.

  1. When this happens...
    CloseClose
    New Opportunity in Status

    Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Add Contact to List

    Adds a contact to a specific static list. (Marketing Hub Starter plans and above)

    ActionWrite
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Supported triggers and actions

    • Field(s) Required to Trigger

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Polling
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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hubspot logo
hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

Related categories

  • Marketing Automation

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