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How Zapier works

Zapier makes it easy to integrate Salespanel with Close - no code necessary. See how you can get setup in minutes.

Select a trigger from Salespanel

A trigger is an event that starts your Zap and runs the workflow. For example, with Salespanel, a trigger could be "Visiting Company Qualified for a Segment."
A trigger is the event that kicks off your automated workflow.

Setup an action from Close

An action is what takes place after the automation is triggered. For example, with Close, the action could be "Add Address to Lead."
An action is the event that your automated workflow performs when triggered.

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Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Salespanel to Close integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect Salespanel and Close to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Segment
      Required
    Trigger
    Instant
    Try It
    • Segment
      Required
    Trigger
    Instant
    Try It
  • Salespanel triggers, actions, and search
    Lead Score Updated

    Triggers when lead score of a lead is updated.

    Trigger
    Instant
    Try It
    • Visitor Identifier
      Required
    • Category
      Required
    • Label
      Required
    • Activity Identifier
    • Metadata
    • Create a New Lead Automatically
    Action
    Write
  • Salespanel triggers, actions, and search
    Lead Identified

    Triggers when a lead is identified.

    Trigger
    Instant
    Try It
  • Salespanel triggers, actions, and search
    Export Visitor

    Triggers when you click the "Push to Zapier" button for a person or a visiting company lead in Salespanel.

    Trigger
    Instant
    Try It
  • Salespanel triggers, actions, and search
    Visiting Company Identified

    Triggers when a new opportunity is identified.

    Trigger
    Instant
    Try It
    • Visitor Identifier
      Required
    • Visitor Attributes
      Required
    • Create a New Lead Automatically
    Action
    Write

Learn how to automate Salespanel on the Zapier blog

Learn how to automate Close on the Zapier blog

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About Salespanel
Salespanel brings all your leads in a single screen when they engage with your emails, marketing newsletters, website page or webforms.
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    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.
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