[Image: Close.io]

Close.io

Close.io is built from the ground up to be more than just a CRM. It makes brings the communication loop directly into your leads management.

Triggers

New Lead

Triggers when a new lead is added (with line items support).

New Task

Triggers when a new task is created.

New Opportunity

Triggers when a new opportunity is added.

New Opportunity Status Change

Triggers when a new Opportunity Status Change is created.

New Email

Triggers when a new Email is created.

New Note

Triggers when a new Note is created.

New Call

Triggers when a new Call is created.

New Lead Status Change

Triggers when a new Lead Status Change is created.

New Export

Triggers when a new Export is created.

Actions

New Opportunity

Creates a new opportunity.

New Note

Creates a new note.

New Lead

Creates a new lead (with line items support).

New Contact

Creates a new Contact.

New Task

Creates a new Task.

Update Lead

Updates an existing Lead.

New Call

Creates a new call.