Connect Close CRM and Customer.io integrations
Connect Close CRM and Customer.io with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Close CRM and Customer.io 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 an email sequence is created or updated.
Triggers when an existing lead's status has been changed.
Triggers when a meeting is created, started, completed or canceled.
Triggers when a new membership is activated or deactivated.
Triggers when a new call activity is logged.
Triggers when a new contact is created.
Triggers when a new email activity is created.
Triggers when a new export is created.
Triggers when a new inbox item is created.
Triggers when a new lead is created.
Triggers when a new note activity is created.
Triggers when a new opportunity is created.
Triggers when a new smart view is created.
Triggers when a new SMS activity is created.
Triggers when a new task is created.
Triggers when an existing opportunity status has been changed.
Adds people to a manual segment
Creates a new customer or updates the existing one.
Deletes a customer and all their information from Customer.io.
Performs an arbitrary authorized API call.
Suppresses a customer. In addition to suppressing, the customer will also be deleted automatically.
Tracks a new customer event.
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Build your Close CRM and Customer.io integrations.
Create custom Close CRM and Customer.io workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds people to a manual segment
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 email activity.
Creates a new email sequence.
Popular Close CRM and Customer.io workflows.
Looking to get more out of Close CRM and Customer.io? With Make you can visually integrate Close CRM and Customer.io 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 ->Add new people from Pipedrive CRM to Customer.io
Make will watch new people from Pipedrive CRM and create or update Customer.io customers.
TRY IT ->Add new leads from Facebook Lead Ads to Customer.io
Make will watch new Leads from Facebook Lead Ads at regular intervals and create or update Customer.io customers.
TRY IT ->Add Customer.io customers from Typeform responses
Make will watch new responses for a specified form from Typeform at regular intervals and create or update Customer.io customers.
TRY IT ->Add new contacts from ClickFunnels to Customer.io
Make will watch new contacts from ClickFunnels at regular intervals and create or update Customer.io customers.
TRY IT ->Add new contacts from ActiveCampaign to Customer.io
Make will watch new contacts from ActiveCampaign at regular intervals and create or update Customer.io customers.
TRY IT ->
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