ClicData + Close

Update sales dashboard in ClicData when new Close CRM leads change stages

Automatically add lead updates from Close CRM to your ClicData dashboard. This Zap adds updated lead info, including name, email, stage, and owner, to a dataset you define in ClicData. It's perfect for sales managers who want real-time stage progression insights without manual exports.

Automatically add lead updates from Close CRM to your ClicData dashboard. This Zap adds updated lead info, including name, email, stage, and owner, to a dataset you define in ClicData. It's perfect for sales managers who want real-time stage progression insights without manual exports.

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

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

    TriggerInstant
  2. automatically do this!
    ClicDataClicData
    Refresh Table

    Refresh the selected table depending of the refresh mode.

    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
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About ClicData

ClicData enables True Performance with an end-to-end data analytics platform: connect, transform, automate, visualize and share data from 300+ sources.

Related categories

  • Analytics
  • Dashboards
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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