Close + Confluence Cloud

Create pages and blog posts in Confluence Cloud for new contacts in Close

Effortlessly keep track of new contacts from Close and share valuable information with your team by creating a page or blog post in Confluence Cloud. With this workflow, every time a new contact is added in Close, a corresponding page or blog post in Confluence Cloud will be created. This handy automation ensures that vital information about new leads and clients from your CRM is readily available to your team in a centralized knowledge base.

Effortlessly keep track of new contacts from Close and share valuable information with your team by creating a page or blog post in Confluence Cloud. With this workflow, every time a new contact is added in Close, a corresponding page or blog post in Confluence Cloud will be created. This handy automation ensures that vital information about new leads and clients from your CRM is readily available to your team in a centralized knowledge base.

  1. When this happens...
    CloseClose
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    Confluence CloudConfluence Cloud
    Create Page or Blog Post

    Creates a new page or blog post.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Close triggers, actions, and search

    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
    Try It
    • Direction

    • Completed?

    Trigger
    Instant
    Try It
  • Close triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
    • Trigger ActionsRequired

    • Custom Object TypeRequired

    Trigger
    Instant
    Try It
  • Close triggers, actions, and search

    New Call Transcript

    Triggers when a new call or voicemail transcript is added to Close.

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Scheduled
    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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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confluence-cloud logo
confluence-cloud logo

About Confluence Cloud

Confluence is where you create, organize and discuss work with your team. This integration connects to cloud-hosted instances of Confluence. Use the 'Confluence Server' app for server-hosted instances.
Help

Related categories

  • Team Collaboration