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Business tips

Here are some of the best reasons why you should aa CRM, and some great ideas for how they can help your team get more done in less time.

How to Pick the Best CRM, Put it to Work and Automate Your Data Entry

Creating new leads in your Close account from any Wufoo form is as simple as connecting the two apps together with this integration. Use email addresses, names, and any other information you'd like to collect in a form to automatically generate brand new leads within Close.

Wufoo is an easy way to create and manage HTML forms.

Wufoo

Triggers when someone fills out your form. This is a slow version wherein we check periodically for new entries.

New Entry (poll)

Triggers when a new field is added to a form.

New Field

New Form

Triggers when someone fills out your form instantly using webhooks (but you will need to create the webhooks manually).

New Entry

Triggers when someone fills out your form.

New Subscription Entry

Find a form submission by a field and its value.

Find a Submission

Creates a new entry in Wufoo for a form and data you select (except not files).

Create Entry (Legacy)

Creates a new entry in Wufoo for a form and data you select.

Create Entry

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.

Close

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 new Wufoo entries to Close as leads

Manually copying contact info from your inbox to Close is tedious and error-prone. Cut out the extra work by automating it with this Zap. You can have new senders automatically imported to Close as leads.

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

How to Pick the Best CRM, Put it to Work and Automate Your Data Entry

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