Close + Databox

Increase counters in Databox each time new leads are added in Close

Stay on top of your business metrics with this effective workflow. Whenever a new lead is detected in Close, it increases a counter in Databox. This automation effortlessly keeps your key performance indicators up-to-date, giving you more time to focus on nurturing those leads and engaging potential customers. Enjoy a dynamic, streamlined approach to monitoring business activities.

Stay on top of your business metrics with this effective workflow. Whenever a new lead is detected in Close, it increases a counter in Databox. This automation effortlessly keeps your key performance indicators up-to-date, giving you more time to focus on nurturing those leads and engaging potential customers. Enjoy a dynamic, streamlined approach to monitoring business activities.

  1. When this happens...
    CloseClose
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    DataboxDatabox
    Increase Counter

    Increment a specified metric by 1 every time this action happens.

    ActionWrite
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Supported triggers and actions

    • Field(s) Required to Trigger

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Polling
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    • 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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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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databox logo

About Databox

Databox is a modern Business Intelligence software for teams that need answers now. It offers BI without the complicated setup or long or long learning curve.
Learn more

Related categories

  • Business Intelligence

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