Close + FunnelCockpit

Create or update FunnelCockpit contacts when new leads status change in Close

Streamline your CRM and email marketing with this efficient workflow. When a new lead is registered in Close app, the same information is promptly updated or created as an email contact in the FunnelCockpit app. This way, you no longer need to manually transfer data between systems, enabling a seamless lead management process and reducing time spent on administrative tasks. Boost your productivity and ensure no new leads fall through the cracks.

Streamline your CRM and email marketing with this efficient workflow. When a new lead is registered in Close app, the same information is promptly updated or created as an email contact in the FunnelCockpit app. This way, you no longer need to manually transfer data between systems, enabling a seamless lead management process and reducing time spent on administrative tasks. Boost your productivity and ensure no new leads fall through the cracks.

  1. When this happens...
    CloseClose
    New Lead in Status

    Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.

    TriggerInstant
  2. automatically do this!
    FunnelCockpitFunnelCockpit
    Create or Update Email Contact

    Creates or updates an email contact.

    ActionWrite
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Start free with email
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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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funnelcockpit logo

About FunnelCockpit

FunnelCockpit is your all-in-one marketing solution.
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Related categories

  • Contact Management