Close + iubenda

Create iubenda consents for new Close opportunities

Easily manage data privacy compliance with this automation between Close and iubenda. Whenever a new opportunity arises in Close, this workflow will create a new consent in iubenda, ensuring that your business stays compliant with privacy regulations. Streamline your sales and compliance processes, while saving time and reducing manual effort.

Easily manage data privacy compliance with this automation between Close and iubenda. Whenever a new opportunity arises in Close, this workflow will create a new consent in iubenda, ensuring that your business stays compliant with privacy regulations. Streamline your sales and compliance processes, while saving time and reducing manual effort.

  1. When this happens...
    CloseClose
    New Opportunity

    Triggers when a new opportunity is added.

    TriggerInstant
  2. automatically do this!
    iubendaiubenda
    Create a New Consent

    This action will create a new consent in the iubenda Consent Solution. The new consent automatically creates a new subject, available in the relative section of the dashboard. Each consent action contains all the information necessary to uniquely identify that specific consent, the subject who performed it, the preferences expressed with that consent, the legal notices the user has accepted, the proof (e.g. the form the user was presented with). If you're trying to edit the preferences of an existing subject, use the "Update a subject" action instead.

    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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iubenda logo
iubenda logo

About iubenda

With the iubenda Consent Solution you can record and manage GDPR consent and privacy preferences for each of your users, integrating your consent collection forms, your legal documents and includes a user-friendly dashboard for reviewing consent records of your activities.
Learn more

Related categories

  • Forms & Surveys

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