Close + Offri

Create proposals in Offri for new opportunities in Close

Effortlessly streamline your sales process by connecting Close and Offri with this handy automation. Whenever a new opportunity arises in Close, a proposal will be instantly created in Offri, saving you time and helping you stay on top of all your business opportunities. Enhance your productivity and never miss out on a potential deal with this seamless workflow.

Effortlessly streamline your sales process by connecting Close and Offri with this handy automation. Whenever a new opportunity arises in Close, a proposal will be instantly created in Offri, saving you time and helping you stay on top of all your business opportunities. Enhance your productivity and never miss out on a potential deal with this seamless workflow.

  1. When this happens...
    CloseClose
    New Opportunity

    Triggers when a new opportunity is added.

    TriggerInstant
  2. automatically do this!
    OffriOffri
    Create Proposal

    Creates a proposal, optionally from a template.

    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.
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Related categories

  • CRM (Customer Relationship Management)

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offri logo
offri logo

About Offri

Offri enables you to create great looking proposals quickly.

Related categories

  • Proposal & Invoice Management