Close CRM: Contact and Lead Management
Close CRM is a sales-focused customer relationship management (CRM) platform designed to help teams streamline communication and close deals faster. It offers built-in calling, email automation, SMS, pipeline management, and reporting tools. Close is ideal for small to mid-sized businesses looking for an all-in-one solution to manage their sales processes efficiently.
Why use this action?
This action enables seamless integration with Close CRM, allowing you to create and update contacts and leads without manual data entry. It helps maintain consistency between your different business systems, ensures your sales team has the most current information, and streamlines your lead management workflow.
INPUTS
OUTPUTS
RESPONSE
Good-to-knows
- These actions directly push data to or fetch data from your Close CRM account
- The Add Contact action requires a Lead ID to associate the contact with a lead
- The Lookup or Create Lead action will first check if a lead exists and only create one if needed
- Custom fields can be used to store additional information specific to your business needs