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Search and update leads in Close CRM using advanced filters

Search and update leads in Close CRM using advanced filters

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Easily manage your sales pipeline by searching and updating leads in Close CRM using advanced filters. Automate lead updates for streamlined CRM management.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Close CRM
Create a Contact

Creates a new contact.

Action
Close CRM
Create a Custom Activity

Creates a new custom activity.

Action
Close CRM
Create a Lead

Creates a new lead.

Action
Close CRM
Create a Note Activity

Creates a new note activity.

Action
Close CRM
Create a Smart View

Creates a new smart view.

Action
Close CRM
Create a Task

Creates a new task.

Action
Close CRM
Create an Email Activity

Creates a new email activity.

Action
Close CRM
Create an Email Sequence

Creates a new email sequence.

Action
Close CRM
Create an Export

Creates a new export.

Action

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