In addition to integrating with other apps, you may want to automate specific actions within Close. For this reason, we allow you to link Close with itself in Zapier.
To learn more about why do we use Zapier, how to get started, and how to set up your first Zap take a look into our Zapier article.
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While there are hundreds of zaps that can be set up, there are a few main ways to automate processes within Close.
- Changing the Lead Status in Close when you get a response to an Email Sequence
- Creating a new Task in Close when a new Lead is created
- Randomly assigning leads in Close
- Pause an Email Sequence using various triggers
and much more.
Pretty cool, right? We think so.
Updated about a year ago