support center

Zapier

Integrating Your Email Automation Provider Using Zapier: Step 1

We have several email automation providers that have created a native integration with Close.io. However, if these options don’t meet your needs, you can connect Close.io to another email automation provider u...

Read Article

Integrating Your Email Automation Provider Using Zapier: Step 2, Ending the Campaign

While Woodpecker automatically ends the campaign for the individual should the contact respond to you, you can also set up a second zap to stop emails to an entire lead if you move the lead into a particular st...

Read Article

Push daily Close.io Activity Reports to Slack with Zapier

It’s important to keep a pulse on your sales team’s performance. Instead of remembering to check Close.io every day, you can just send an Activity Report to Slack at the end of each day. Using the “Run Activit...

Read Article

Video: Automatically send an Activity Report to a Google Spreadsheet with Zapier

It's common for Close.io customers to use Activity Report data to learn more about their sales process by comparing activity per sales rep, leads within a Smart View, or conversion rates. This video tutorial s...

Read Article

Common integrations via Zapier (Wufoo, Mailchimp, HipChat, Slack, Google Forms, etc.)

Scroll down in this article to see examples of how to use Zapier.com, a 3rd party service to help with common integrations with Close.io. Examples on this page include integrating Close.io with Wufoo, Mailchimp...

Read Article

Deduplication of Leads via Zapier.com

Many of our customers use zapier.com to send leads from other integrations, software, or websites into Close.io. One common obstacle is that Close.io does not currently support native deduplication, although we...

Read Article

How can I find the average sales cycle for my team?

Right now you cannot find the average sales cycle for your team within the app. However, you can find this data using an integration with Zapier.com. Here’s a step-by-step guide to setting up a Zap that will pu...

Read Article