Close + PEP Cloud

Create or update PEP Cloud clients from new Close leads

Effortlessly manage your new leads from Close by automatically updating them in the PEP Cloud app. With this workflow, every time you receive a new lead in Close, it will instantly create or update the client details in PEP Cloud. Save time and streamline your sales process by keeping your client database up-to-date without manual data entry.

Effortlessly manage your new leads from Close by automatically updating them in the PEP Cloud app. With this workflow, every time you receive a new lead in Close, it will instantly create or update the client details in PEP Cloud. Save time and streamline your sales process by keeping your client database up-to-date without manual data entry.

  1. When this happens...
    CloseClose
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    PEP CloudPEP Cloud
    Create or Update Client

    Creates a new client or updates an existing client first based on email and then based on first and last name.

    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.
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Related categories

  • CRM (Customer Relationship Management)

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pep-cloud logo
pep-cloud logo

About PEP Cloud

PEP Cloud is a sales, estimating, and business management tool for everyone, but especially painting contractors.

Related categories

  • Project Management