ConditionalVisibility

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Customer stories

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Close

Formatter by Zapier

FormKeep

Gmail

Slack

Webhooks by Zapier

When you work on a small team, odds are high that you have multiple responsibilities. Some of those tasks are probably shared, too, or jump department lines.

Customer.io Automatically Standardizes Form Submissions for Reporting

If you find yourself manually randomizing and assigning lead owners in Close, let Zapier do the thinking—and the work! Using Formatter by Zapier and your unique entries, Zapier will randomly assign lead owners to your new Close leads.

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.

New Call

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

New Call Recording

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

New Call Transcript

Triggers when a new Call is created or completed.

New Contact

Triggers when a new Contact is added to a Contact Smart View.

New Contact in Contact Smart View

Triggers when a Custom Activity is created or updated.

New or Updated Custom Activity

Triggers when a Custom Activity is published (saved).

Published Custom Activity

Triggers when a new Custom Object is created.

New Custom Object (BETA)

Triggers when a Custom Object is created or updated.

New or Updated Custom Object

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Export

Triggers when a new Export is created or completed.

Triggers when a new item appears in your Close.io inbox.

New Inbox Item

Triggers when a new item appears in your Close inbox.

Triggers when a new item is created in your Inbox, Done, or Future folder

New Lead

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

New Lead in Status

Triggers when a new Lead Status Change is created.

New Lead Status Change

Triggers when a new lead is added to a Smart View.

New Lead in Smart View

Triggers when a Meeting is scheduled, started, completed, or canceled.

New Meeting

Triggers when a Meeting is scheduled, started, completed, canceled, or declined.

Triggers when a new membership is added to or removed from your Close organization.

New Membership Added or Removed

New Event

New Note

Triggers when a new opportunity is added.

New Opportunity

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

New Opportunity in Status

Triggers when a new Opportunity Status Change is created.

New Opportunity Status Change

Triggers when a contact is subscribed to an email sequence.

New Email Sequence Subscription

Triggers when a subscription to an email sequence for a contact goes into finished status.

New Email Sequence Subscription Finished

Triggers when a contact is subscribed to a workflow, when a workflow subscription is paused, resumed, finished, has reached its goal, or has encountered an error.

New or Updated Workflow Subscription

New SMS

Triggers when a new inbound SMS is created or an outbound SMS is sent.

New Task

Triggers when a new task is created or completed.

Triggers when a new email address is unsubscribed from Close.

New Unsubscribed Email

Find the total number of leads in a given query.

Find Number of Leads in Query

Find Call

Find a Connected Account you can use to send emails.

Find Connected Account

Find Contact

Find Contacts

Find Custom Activity

Find Custom Object (BETA)

Find Custom Objects

Find Group

Find Lead

Find Meetings

Find Note

Find Opportunity

Find Workflow Subscription

Find Task

Find User

Find or Create Contact

Find or Create Custom Activity

Find or Create Custom Object (BETA)

Find or Create Custom Object

Find or Create Lead

Find or Create Note

Find or Create Opportunity

Find or Create Task

Add Address to Lead

Delete Logged Call

Delete Email

Deletes a single email address from an existing contact.

Delete Email Address From Contact

Exports an activity overview or an activity comparison report to a CSV file.

Export Activity Report to CSV

Merge Two Leads

Runs an activity overview report for your organization.

Run Activity Overview Report

Runs an activity report for your organization.

Run Activity Report

Creates a new bulk action. You can choose from "Update the Lead Status," "Update a Custom Field," and "Clear a Custom Field".

Create Bulk Action

Create Bulk Email

Creates a new bulk workflow subscription action.

Create Bulk Workflow Subscription Action

Create Call

Create Contact

Create Custom Activity

Create Custom Object (BETA)

Create Custom Object

Create Email

Creates a new export of leads, opportunities, or contacts, based on a lead search query, that will be emailed to your email address.

Create Export

Adds a new user to your Close organization.

Add User

Creates a new lead (with line items support).

Create Lead

Create Note

Find the total number of leads in a given Smart View.

Find Number of Leads in Smart View

Create Opportunity

Runs an Opportunity Funnel report for your organization.

Run Opportunity Funnel Report

Runs an opportunity report for your organization. This report will return the data that you see at the top of the "Opportunities" page in Close.

Run Opportunity Report

Runs a sent email report for your organization.

Run Sent Email Report

Subscribe Contact to Workflow

Create Lead Smart View

Create SMS

Runs a status change report for your organization.

Run Status Change Report

Create Task

Select a random user from your organization.

Select Random User

Resubscribe Email

Turn on and off call forwarding for a specific number.

Toggle Forwarding on Phone Number

Unsubscribe Email

Update Call

Update Contact

Update Custom Activity

Update Custom Object

Update Lead

Update Note

Update Opportunity

Updates an existing Workflow Subscription.

Update Workflow Subscription

Update Lead Smart View

Update Task

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Add lead owners to unassigned leads in Close with Formatter by Zapier

If you're spending any amount of time manually assigning leads, you can get that time back! Zapier will automatically assign leads with its Formatter step, update the new lead owner in Close, AND create an event in Customer.io, which stores your lead's information! You don't have to do a thing but set-up this Zap.

With Customer.io you can send email, SMS, and push based on what people do or don't do in your app.

Customer.io

Creates a new person. If the person already exists, it will be updated.

Create or Update a Person

Create Anonymous Event

Create Event

Assign leads in Close and create events in Customer.io

Keep better track of your new leads with this Zap! Zapier will create new events in Customer.io from each of your new Close leads. These events are full of data about your lead, painting a more vivid picture of your customer.

Track new Close leads in Customer.io events

Let Zapier automatically create or update customers in Customer.io from your new FormKeep submissions. No more copy and paste or export and import—we'll do all the heavy lifting!

Form endpoints for designers and developers. You control the form look and feel, and FormKeep handles the data.

Triggers when your form receives a new submission.

New Submission

Create or update customers in Customer.io from FormKeep submissions

When it comes to follow-ups, you can't afford to let those leads cool down. Use this integration to stay on top of everyone, automatically creating a new lead on Close for each new submission you get on FormKeep from then on.

Create leads on Close for new submissions on FormKeep

Do you often find yourself splitting a full name in first name and last name when responses from FormKeep come in? This Zap can actually do that work for you with Formatter by Zapier—and then send the split names wherever you need them, courtesy of Webhooks by Zapier.

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Work with dates and times to change formatting or add/subtract time (with line-item support).

Date / Time

Work with numeric data to do math operations, reformat currencies, and more (with line-item support).

Numbers

Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

Text

Various utilities like "choose value from list" or "look up in table" (with line-item support).

Utilities

Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.

Triggers when a POST, PUT, or GET request is made to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.

Catch Raw Hook

Triggers when a POST, PUT, or GET request is madeto a Zapier URL.

Catch Hook

Triggers when a request to a URL returns new entries.

Retrieve Poll

Fire off a custom request by providing raw details. Very flexible but unforgiving.

Customer.io Automatically Standardizes Form Submissions for Reporting

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