Close + Woodpecker.co
Create and update Woodpecker.co prospects from new Close leads
Effortlessly keep your sales pipeline updated with this efficient workflow between Close and Woodpecker.co. When a new lead is added in Close, it will create or update a prospect in Woodpecker.co, ensuring your prospect list remains current and organized. Streamline your sales process and spend more time focusing on closing deals with this seamless automation.
Effortlessly keep your sales pipeline updated with this efficient workflow between Close and Woodpecker.co. When a new lead is added in Close, it will create or update a prospect in Woodpecker.co, ensuring your prospect list remains current and organized. Streamline your sales process and spend more time focusing on closing deals with this seamless automation.
- When this happens...
New LeadTriggers when a new lead is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create/Update ProspectAdds a new prospect or Updates existing prospect in the list of Prospects.
ActionWriteCreate a new record or update an existing record in your app.
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New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Trigger ActionsRequired
Custom Object TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Limitations
Lead Smart View
(deprecated) Search Query
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote Contains Words Starting With...
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStatus ID
Status Label
Status Type
Value Period
Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source Lead IDRequired
Destination Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Done EmailRequired
TypeRequired
Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Action TypeRequired
Smart View or (deprecated) Search QueryRequired
Workflow ID
Send Done EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Name
Title
Url
Office Phone
Mobile Phone
Home Phone
Direct Phone
Fax Phone
Other Phone
Office Email
Home Email
Direct Email
Other Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Custom Object TypeRequired
Custom Object NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Export TypeRequired
FormatRequired
Lead Smart View or (deprecated) Search Query
Fields
Include Activities
Include Smart Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company Name
Description
URL
Status
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Contact Direct Phone
Contact Mobile Phone
Contact Home Phone
Contact Fax Phone
Contact Other Phone
Contact URL
Address Label
Address Street 1
Address Street 2
Address City
Address State
Address ZIP Code
Address Country
Note
Text
Note
Task Text
Task Due Date
Task Assignee
Note
Opportunity Status
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Date
Opportunity Note
Opportunity User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity Query
Lead Smart View or (deprecated) Search Query
Status Types
Statuses
User IDs
Start Date
End Date
Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User ID
Start Date
End Date
Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
QueryRequired
Share With Specific Users
Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Report TypeRequired
Lead Smart View or (deprecated) Search Query
Start Date
End Date
Or Use a Date Range Label
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group(s) to Select From
Availability
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone NumberRequired
Call Forwarding Enable/DisableRequired
Forward to Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call IDRequired
Contact
Text
Phone Number
Duration
Recording URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Activity IDRequired
Custom Activity TypeRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Company Name
Description
Url
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Assigned to User
Contact ID
Status
Confidence
Value
Value Period
Close Date
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Smart View IDRequired
Name
Query
Share With Specific Users
Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Text
User ID
From Email Or Domain
From Name
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Activity TypeRequired
Status
Lead ID
Search by Custom Activity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup Name
Group ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Date
Assigned To
Status
Title
Lead ID
Search by Meeting ID
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity Status ID
Opportunity Status Type
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Close Date
Opportunity User
Opportunity Note
Opportunity Lead ID
Or Search by Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your appAssigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Contact Name
Contact Title
Contact Email
Contact Phone
Lead ID
Search by Contact ID
LeadRequired
Name
Title
Url
Office Phone
Mobile Phone
Home Phone
Direct Phone
Fax Phone
Other Phone
Office Email
Home Email
Direct Email
Other Email
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundResult LimitRequired
Custom Object TypeRequired
Lead ID
Custom Object Name
Search by Custom Object ID
Lead IDRequired
Custom Object TypeRequired
Custom Object NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote Contains Words Starting With...
Lead IDRequired
Or Search by Note ID
Text TypeRequired
Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAssigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
Assigned To
LeadRequired
Date
TextRequired
Is Complete
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Email Sent
Triggers when Woodpecker sends an email to prospect from campaign.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Follow-Up After Autoreply
Triggers when you set a date for resuming follow-ups after you got an autoreply from a prospect.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Prospect Autoreplied
Triggers when you get an autoresponder from a prospect, or when you manually mark a prospect as AUTOREPLIED.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Prospect Bounced
Triggers when a prospect’s email address bounces your message and the prospect status gets changed to BOUNCED in Woodpecker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Prospect Invalid
Triggers when a prospect’s email address doesn't exist on an external server. This check happens when Woodpecker tries to send an email to this prospect. Status is changed to INVALID in Woodpecker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Prospect Nonresponsive
Triggers when a prospect's status is changed to NONRESPONSIVE
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Prospect Opt Out
Triggers when prospect unsubscribes from your emails or is marked as OPT-OUT manually.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Prospect Saved
Triggers when a Woodpecker prospect is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Manual Task Created
Triggers when a manual task of any type is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Manual Task Ignored
Triggers when a manual task is marked as ignored.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.EmailRequired
LinkedIn URL
Prospect's Status
Update Existing Record
First Name
Last Name
Company
Website
Tags
Title
Phone
Address
City
State
Country
Industry
Snippet 1
Snippet 2
Snippet 3
Snippet 4
Snippet 5
Snippet 6
Snippet 7
Snippet 8
Snippet 9
Snippet 10
Snippet 11
Snippet 12
Snippet 13
Snippet 14
Snippet 15
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prospect IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Call Transcript
Triggers when a new call or voicemail transcript is added to Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Smart View IDRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCustom Activity V 2 Instructions
Custom Activity TypeRequired
Filled-in fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Direction
Template ID
User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status ID
Old Status ID
Trigger on Lead Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Object TypeRequired
ActionRequired
User ID
Changed Fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status ID
New Status Type
Old Status ID
Old Status Type
Trigger on Opportunity Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow
ActionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Completed?
Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead IDRequired
Address Label
Address 1
Address 2
City
State
Zipcode
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
MetricsRequired
Date RangeRequired
Users
groups
Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MetricsRequired
Date RangeRequired
Users
Groups
Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
Lead Smart View or (deprecated) Search QueryRequired
Exclude leads that already received this email templateRequired
Contact PreferenceRequired
Send Done EmailRequired
Email Acccount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact ID
Phone Number
Direction
Duration
Text
Recording URL
User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Custom Activity TypeRequired
Created By User
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact
StatusRequired
Date Created
Date Scheduled
To
Cc
Bcc
Subject
Body Text
Body HTML
Template
Follow-Up Date
Email Account ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Text TypeRequired
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Report breakdownRequired
PipelineRequired
Report typeRequired
Report Period (range)
Report Period (dates)
Created Period (range)
Created Period (dates)
Comparison Period (range)
Comparison Period (dates)
Comparison Period (custom dates)
Smart View
Users or Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
StatusRequired
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
WorkflowRequired
Send emails from
Assign calls to
Send SMS from
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Contact ID
Date Created
StatusRequired
Date Scheduled
Local PhoneRequired
Remote PhoneRequired
Text
Template
SourceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned To
LeadRequired
Date
TextRequired
Is Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Name
Title
Email Addresses
Phone Numbers
Urls
Add to or Replace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Object IDRequired
Custom Object TypeRequired
Custom Object Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note IDRequired
Text TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubscriptionRequired
ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Assigned To
Text
Date
Is Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Direction
Note
User ID
Date Range
Find First Call on Lead
Lead ID
Or Search by Call ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Contact Name
Contact Title
Contact Email
Contact Phone
Lead ID
Search by Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appResult LimitRequired
Custom Object TypeRequired
Lead ID
Custom Object Name
Search by Custom Object ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany Name
Company Name Matching
Company URL
Email
Phone
Or Search by Lead ID
Or Use a Custom Search Query
ActionThis is an event a Zap performs.SearchFind existing data in your appNote Contains Words Starting With...
Lead ID
Or Search by Note ID
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkflow
Contact ID
Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your appFull Name
Email
Or Search by User ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Activity TypeRequired
Status
LeadRequired
Search by Custom Activity ID
Custom Activity TypeRequired
Created By User
StatusRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCompany Name
Company Name Matching
Company URL
Email
Phone
Or Search by Lead ID
Or Use a Custom Search Query
Company Name
Description
URL
Status
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Contact Direct Phone
Contact Mobile Phone
Contact Home Phone
Contact Fax Phone
Contact Other Phone
Contact URL
Address Label
Address Street 1
Address Street 2
Address City
Address State
Address ZIP Code
Address Country
Note
Text
Note
Task Text
Task Due Date
Task Assignee
Note
Opportunity Status
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Date
Opportunity Note
Opportunity User
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOpportunity Status ID
Opportunity Status Type
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Close Date
Opportunity User
Opportunity Note
LeadRequired
Or Search by Opportunity ID
StatusRequired
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCampaign Completed
Triggers when a Woodpecker campaign status changes to COMPLETED.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Email Opened
Triggers when a prospect opens your email.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Link Clicked
Triggers when a prospect clicks on a link in your email.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Prospect Blacklisted
Triggers when a prospect status is changed to BLACKLISTED manually or when prospect unsubscribes from Woodpecker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Prospect Interested
Triggers when a prospect is marked as INTERESTED.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Prospect Maybe Later
Triggers when a prospect's interest level is marked as MAYBE LATER.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Prospect Not Interested
Triggers when a prospect is marked as NOT INTERESTED.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Prospect Replied
Triggers when a prospect replies to your email or is manually marked as REPLIED in Woodpecker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Secondary Reply
Triggers when a secondary reply is found by Woodpecker.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Manual Task Done
Triggers when a manual task is marked as done.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CampaignRequired
EmailRequired
Update Existing Record
Force changes
Prospect's Status
Prospect's Interest Level
Contact no earlier than
First Name
Last Name
LinkedIn URL
Company Name
Website
Tags
Title
Phone
Address
City
State
Country
Industry
Snippet 1
Snippet 2
Snippet 3
Snippet 4
Snippet 5
Snippet 6
Snippet 7
Snippet 8
Snippet 9
Snippet 10
Snippet 11
Snippet 12
Snippet 13
Snippet 14
Snippet 15
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DomainRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About Close
Related categories
About Woodpecker.co
Related categories
Related Zap Templates
- Add new Woodpecker tasks to Close
- Add new Close.io contacts to the Woodpecker.co campaigns
- Update Close.io opportunities after Woodpecker.co prospects are marked as interested
- Send SMS from Close.io to new Woodpecker.co prospects after they're marked as interested
- Stop sending follow-ups to Woodpecker.co prospects after new completed Close.io calls
- Add new updates to Woodpecker prospects to Close contacts
- Add new Woodpecker prospects as Close contacts
- Update Close tasks from newly completed Woodpecker tasks
- Update Close tasks when new manual tasks are ignored in Woodpecker
- Create leads in Close from interested prospects in Woodpecker.co
- Halt follow-ups in Woodpecker.co when new leads are added in Close
- Halt Woodpecker.co follow-ups when new opportunities arise in Close
- Add new Close contacts to Woodpecker.co as prospects
- Create new leads in Close when prospects indicate 'maybe later' in Woodpecker.co
- Convert nonresponsive prospects in Woodpecker.co to new leads in Close
- Create or update Woodpecker.co prospects when new opportunities arise in Close
- Create new leads in Close when emails are opened in Woodpecker.co
- Capture new leads in Close and create or update prospects in Woodpecker.co
- Create new leads in Close when prospects reply in Woodpecker.co
- Create new leads in Close from updated secondary replies in Woodpecker.co
- Create leads in Close when prospects are not interested in Woodpecker.co
- Create tasks in Close when new prospects reply in Woodpecker.co
- Create or update Woodpecker.co prospects from new notes in Close
- Stop follow-ups in Woodpecker.co for new unsubscribed emails in Close
Related Zap Templates
- Add new Close.io contacts to the Woodpecker.co campaigns
- Stop sending follow-ups to Woodpecker.co prospects after new completed Close.io calls
- Update Close tasks from newly completed Woodpecker tasks
- Halt follow-ups in Woodpecker.co when new leads are added in Close
- Create new leads in Close when prospects indicate 'maybe later' in Woodpecker.co
- Update Close.io opportunities after Woodpecker.co prospects are marked as interested
- Add new updates to Woodpecker prospects to Close contacts
- Update Close tasks when new manual tasks are ignored in Woodpecker
- Halt Woodpecker.co follow-ups when new opportunities arise in Close
- Convert nonresponsive prospects in Woodpecker.co to new leads in Close