Close + Simplicate

Create new Simplicate companies from new Close leads

Effortlessly manage your leads and streamline your sales process with this workflow. When a new lead is added in Close, it will automatically create a company in Simplicate, ensuring all your contact information and customer data stays up-to-date and organized. Save time and stay focused on growing your business with this seamless integration.

Effortlessly manage your leads and streamline your sales process with this workflow. When a new lead is added in Close, it will automatically create a company in Simplicate, ensuring all your contact information and customer data stays up-to-date and organized. Save time and stay focused on growing your business with this seamless integration.

  1. When this happens...
    CloseClose
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    SimplicateSimplicate
    Create Company

    Creates a Company

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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)

Similar apps

Zendesk Sell integrationsZendesk Sell integrations

Zendesk Sell

CRM (Customer Relationship Management)
CallTrackingMetrics integrationsCallTrackingMetrics integrations

CallTrackingMetrics

Call Tracking
Follow Up Boss integrationsFollow Up Boss integrations

Follow Up Boss

CRM (Customer Relationship Management)
simplicate logo
simplicate logo

About Simplicate

All-in-one CRM and project software: CRM, sales, project management, planning, time registration & invoicing.
Learn more

Related categories

  • Project Management