Zapier’s templates to see what automations other people are running

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quickly automate with Zapier/Close Integration
Most commonly, these will involve:

Adding new lead data from different sources into Close
Exporting Close data into other apps for more detailed reporting
Notifying and updating your team in other apps when new events occur in Close
But with Zapier, the world is your oyster, and your automations can adapt to your process needs.

Identify the Information You Want to Move
Of course, not every Zap requires importing massive cyprus telegram data quantities of data between apps—especially if you’re testing Zapier for the first time. It’s more important that the correct information moves between your apps.

For example, if you’re importing new leads from a form on your website, start with the basic information:

Name
Email
Phone number
Website
You can automatically import this data into Close whenever a new lead fills out your form.

But what if you’re collecting more detailed information in your form? You’ll need to create Custom Fields to pull that data into Close.

In Close, Custom Fields are customizable attributes you can assign to a lead or contact. This might include:

Industry
Timezone
Company size
Lead Source
Lead Owner
Budget
Renewal Date
…and basically anything else you might need!
To create Custom Fields in Close, go to Settings > Custom Fields. Then, you can toggle between Leads, Contacts, or Opportunities (to determine where the field applies).