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Close to Connect Your Stack and Sell Faster

Posted: Sun Feb 02, 2025 4:02 am
by rifat28dddd
Of course, Close has a native Workflow creator, meaning you can send emails, SMS messages, schedule phone calls, and more within the app itself.

But here are some extra-special automations you might set up with Zapier:

Change the lead status when a lead completes a Workflow in Close.
Use Zapier to search for leads in Close that haven’t been contacted in three months, but are marked as “Potential”. Then, trigger a new nurture Workflow.
Trigger a new Workflow once a lead completes a Workflow in Close.
Add a new task when the Opportunity status changes.
Obviously, these are just some ideas—how complex or simple your automations are will depend on the needs of your team.

Just remember: automations can’t replace human armenia telegram data interaction. If your Zaps are removing the human factor from your sales process, it may be time to reevaluate.

Zapier. Automated. Workflow. Trigger. The words sound more complicated than they are in practice. But using Zapier and Close together is easier than it sounds. Import your account data, choose your Triggers and Actions, and run the simple Zapier tests. You’ll find that automation can happen in mere minutes—and once in place, that automation can continue to serve you for months, even years.Magnets attract—and the right lead magnets will attract the right leads to your coaching business.