created by Grob Ciel
Try this Zap FREE for 14 days
Trusted at companies large and small
This Zap works in 5 steps …
- 2.5 minutes to set up
- Get back 1.2 hrs /week
- 2 people use this app pairing
This Zap uses the following 3 apps
Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.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.Karbon
Karbon is the collaborative practice management platform for accounting firms. It enables seamless communication and workflows so you know who is doing what, when, why, and how.