Close
Sales automation and CRM integration for Close
Other3 triggers6 actions
Triggers
(3)New Lead Created
Triggers when a new lead is created.
New Contact Added
Triggers when a new contact is created.
New Opportunity Added
Triggers when a new opportunity is created.
Actions
(6)Create Lead
Creates a new lead.
Create Contact
Creates a new contact.
Find Lead
Search for leads with advanced filtering options
Create Opportunity
Create a new opportunity.
Find Contact
Search for contacts by name, email, or other criteria with advanced filtering
Custom API Call
Make a custom API call to a specific endpoint
Example automation
Trigger
Event received
from Close
Action
Create Module Record
in Coherence
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