Close.io
CRM
  • sales
  • automate
  • leads
  • communicate

Close.io is the inside sales CRM of choice for startups and SMBs. Increase productivity with all your sales communication in one place.

Description

Close.io focuses on taking your sales to another level, with its smart email conversation history tracking keep your team updated. Get a robust view of your leads, communication, pipelines and measure the performance of your sales team. Get access to all data at one place by one click. Compile all your connections and sales data within minutes. The leads and contacts created automatically sync with Integry. 

App Capabilities

To boost your sales and to manage your leads effortlessly get your hands on to Close.io. Using our integrations add the ability to your app to

  • Create contacts through Close.io
  • To create leads
  • To send and receive emails and much more

Triggers

A trigger is an event that starts from an app and sends data to other apps. For example: If your app is a Task Manager, a trigger can be 'Task Created'. We can then add another step like Push Message to Slack Channel or Create Google Calendar Event; both these steps will be triggered after the Task Created trigger.

Contact Created

Triggers when a new contact is created

Contact Updated

Triggers when an existing contact is updated

Lead Created

Triggers when a new lead is created

Lead Updated

Triggers when an existing lead is updated

Opportunity Created

Triggers when a new opportunity is created

Opportunity Updated

Triggers when an existing opportunity is updated

Task Created

Trigger when a new task is created

Task Updated

Triggers when a task is updated

Actions

An action is a step we execute on the corresponding app. For example: In a task manager, an action can be to Create Task or Update Task. An action cannot be the first step in an integration, and it is started by Integry on another platform. For example, an integration could be to Create Tasks (an action on receiving app) from Slack Messages (trigger).

Create Contact

Creates a new contact

Create Email Sequence

Creates an email sequence

Create Lead

Creates a new lead

Create Note

Creates a new note

Create Opportunity

Creates a new opportunity

Create Role

Creates a new role

Create Task

Creates a new task

Delete Contact

Deletes an existing contact

Delete Email Sequence

Deletes an existing sequence

Delete Lead

Deletes an existing lead

Delete Note

Deletes an existing note

Delete Opportunity

Deletes an existing opportunity

Delete Role

Deletes an existing role

Delete Task

Deletes an existing Task

Update Contact

Updates an existing contact

Update Email Sequence

Updates an existing email sequence

Update Lead

Updates an existing Lead

Update Note

Updates an existing note

Update Opportunity

Updates an existing opportunity

Update Role

Updates an existing role

Update Task

Updates an existing task

Request an App

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Add your App

Do you have your app and APIs setup? Add yourself to Integry, define your triggers and actions and let others connect to you.

Create your app

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