Close + LeadConnector

Add new Close notes to LeadConnector as updated contacts

When a new note is added within the Close platform, instantly update or add a contact in the LeadConnector app using this workflow. It streamlines your process by ensuring relevant contact information is always updated in LeadConnector when there are changes in Close. Enhance your efficiency, stay organized and never miss out on any crucial contact information with this automated workflow.

When a new note is added within the Close platform, instantly update or add a contact in the LeadConnector app using this workflow. It streamlines your process by ensuring relevant contact information is always updated in LeadConnector when there are changes in Close. Enhance your efficiency, stay organized and never miss out on any crucial contact information with this automated workflow.

  1. When this happens...
    CloseClose
    New Note

    Triggers when a new Note is created.

    TriggerPolling
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Contact

    Adds or updates an existing contact.

    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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leadconnector logo
leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn more

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  • Marketing Automation

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