Connect Adobe Acrobat Sign and Close CRM integrations
Connect Adobe Acrobat Sign and Close CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Adobe Acrobat Sign and Close CRM to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a new event given in the parameters is occured.
Creates a new contact.
Creates a new custom activity.
Creates a new lead.
Creates a new email activity.
Creates a new email sequence.
Creates a new export.
Creates a new opportunity.
Creates a new note activity.
Creates a new SMS activity.
Creates a new smart view.
Creates a new task.
Deletes a call activity.
Deletes a contact.
Deletes an existing custom activity.
Deletes a lead.
Deletes an email activity.
Deletes an opportunity.
Deletes a note activity.
Deletes an SMS activity.
Deletes a smart view.
Deletes a task.
Exports an activity report to the CSV file.
Gets a single call activity.
Gets a single contact.
Retrieves an existing custom activity.
Gets a single lead.
Gets a lead status change report for your organization.
Gets an activity report for your organization.
Gets a single email activity.
Gets an existing email sequence.
Gets a single export.
Gets a single opportunity.
Gets an opportunity status change report for your organization.
Gets a single note activity.
Gets a single SMS activity.
Gets a random user from your organization.
Gets a report about sent emails grouped by template for your organization.
Gets a single smart view.
Gets a single task.
Gets a user by ID.
Logs a completed call activity.
Performs an arbitrary authorized API call.
Merges one lead into another lead.
Subscribes a contact to an email sequence.
Updates a contact.
Updates an existing custom activity.
Updates a lead.
Updates an existing email sequence.
Updates an opportunity.
Updates a note activity.
Updates a phone number.
Updates a smart view.
Updates a task.
Gets a list of activities.
Gets a list of call activities.
Gets a list of contacts.
Gets a list of email activities.
Get a list of email sequences.
Gets a list of exports.
Gets a list of note activities.
Gets a list of roles.
Gets a list of smart views.
Gets a list of SMS activities.
Gets a list of users.
Searches for leads via advanced filters.
Searches for opportunities or lists them all.
Searches for tasks or lists them all.
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Build your Adobe Acrobat Sign and Close CRM integrations.
Create custom Adobe Acrobat Sign and Close CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Creates a new contact.
Creates a new custom activity.
Creates a new lead.
Creates a new note activity.
Creates a new smart view.
Creates a new task.
Creates a new agreement and sends it by email.
Creates a new email activity.
Creates a new email sequence.
Popular Adobe Acrobat Sign and Close CRM workflows.
Looking to get more out of Adobe Acrobat Sign and Close CRM? With Make you can visually integrate Adobe Acrobat Sign and Close CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Generate an activity overview report in Google Sheets from Close CRM data
Automatically generate an activity overview report from Close CRM and add it to Google Sheets for streamlined data analysis and tracking.
TRY IT ->Update leads in CRM using advanced filters and custom webhooks
Automatically update leads in your CRM by applying advanced filters and triggering custom webhooks with Make's integration of gateway and close-crm modules.
TRY IT ->Search and update leads in Close CRM using advanced filters
Easily manage your sales pipeline by searching and updating leads in Close CRM using advanced filters. Automate lead updates for streamlined CRM management.
TRY IT ->Generate an activity overview report in Google Sheets from Close CRM data
Automatically generate an activity overview report in Google Sheets using data from Close CRM, streamlining your data analysis and reporting process.
TRY IT ->Create agreements in Adobe Sign from new rows in Airtable.
This template periodically checks for new records in Airtable and uses the retrieved information to create agreements in Adobe Sign. The template expects your Airtable table to have these columns: 1) Name 2) Signer 3) Created Time
TRY IT ->Create an agreement in Adobe Sign from new form response in Typeform
Every time a new response is submitted in Typeform, a new agreement will be created in Adobe Sign. This template expects your Typeform form to collect at least email addresses.
TRY IT ->Send a slack message from a new agreement event in Adobe Sign
Every time a new event is happened with agreement in Adobe Sign, a message will be instantly sent to Slack.
TRY IT ->Add new Close CRM contacts to a Google Sheets spreadsheet
Every time a new contact is created in Close CRM, Make will automatically add it to a new row in a Google Sheets spreadsheet. The template uses this [example spreadsheet](https://docs.google.com/spreadsheets/d/1kC8za5GIyEi3bjVbr1lJLj-ZoRtancS-5A31O8r6rrU/edit?usp=sharing).
TRY IT ->Create ClickUp tasks from new Close CRM tasks
Every time there is a new Close CRM task, it will be recorded into ClickUp.
TRY IT ->
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