Integration Update: Close.io with Zapier greatly improved

by Phil Freo

Zapier

Close.io has been integrated with Zapier for quite some time. If you aren't familiar with Zapier, it's a tool to help you connect various web services (including Close.io) with each other to allow for thousands of possible integrations.

We're happy to announce that the Close.io/Zapier integration has been greatly improved. If you've ever tried to use Zapier for Close.io in the past but found it a bit too limited, it's worth checking out again.

Here's a list of specific improvements that were made.

Triggers: (do something based upon an action in Close.io)

  • "New Lead" Trigger improvements:
    • Allow users to use their saved searches and custom search query
    • Ensure that Zapier deduplication works properly by always adding  "sort:-created"
  • "New Task" Trigger improvements:
    • Added fields to filter by "Assigned To User" and "Is Complete"
    • Lead & contact information fields are available to push elsewhere
  • "New Opportunity" Trigger improvements:
    • Added fields to filter by "Assigned To User", "Status" (dropdown), "Value period"
    • Lead & contact information fields are available to push elsewhere

Actions: (do something in Close.io based on an action elsewhere)

  • "New Lead" Action was improved:
    • The "status" field is now a dynamic dropdown to make it easier
    • Ability to push data to each custom field easily
    • Ability to create a Note (at the time of Lead creation)
  • Ability to create opportunities with the "New Opportunity" Action
  • Ability to create tasks with the "New Task" Action

We also have some ideas/plans for additional improvements. If you have any requests for additional Close.io/Zapier functionality, please let us both know.