Close + Hipcall Integration
Close is an Inside Sales Software CRM with Calling & Emailing for startups and SMBs to make more calls, send more emails and close more deals starting today.
When this happens (Triggers)
Do this (Actions)
Create task
Creates a new task.
Creates a new task.
Update task
Updates an existing task.
Updates an existing task.
Create contact
Creates a new contact.
Creates a new contact.
Update contact
Updates an existing contact.
Updates an existing contact.
Create company
Creates a new company.
Creates a new company.
Update company
Updates an existing company.
Updates an existing company.
Create deal
Creates a new deal.
Creates a new deal.
Update deal
Updates an existing deal.
Updates an existing deal.
Call init
When a call start.
When a call start.
Call hangup
When the call hangup.
When the call hangup.
Create callback
When the caller create a new callback request.
When the caller create a new callback request.
New Contact
Triggers when a new contact is created.
Triggers when a new contact is created.
New Lead
Triggers when a new lead is created.
Triggers when a new lead is created.
New Opportunity
Triggers when a new opportunity is created.
Triggers when a new opportunity is created.
Lead Status Changed
Triggers when an existing lead's status gets changed.
Triggers when an existing lead's status gets changed.
Meeting Status Changed
Triggers when a Meeting is scheduled, started, completed, or canceled.
Triggers when a Meeting is scheduled, started, completed, or canceled.
New Note
Triggers when a new note is created.
Triggers when a new note is created.
Membership Activated or Deactivated
Triggers when a new membership is activated or deactivated.
Triggers when a new membership is activated or deactivated.
Opportunity Status Changed
Triggers when an existing opportunity status has been changed.
Triggers when an existing opportunity status has been changed.
New Export
Triggers when a new lead export is created.
Triggers when a new lead export is created.
Email Sequence Created or Updated
Triggers when an email sequence is created or updated.
Triggers when an email sequence is created or updated.
New SMS
Triggers when a new SMS is created.
Triggers when a new SMS is created.
New Call
Triggers when a new call activity is logged.
Triggers when a new call activity is logged.
New Email
Triggers when a new email is created.
Triggers when a new email is created.
New Task
Triggers when a new task is created.
Triggers when a new task is created.
Task Completed
Triggers when a new task completed activity is created.
Triggers when a new task completed activity is created.
Clone of Opportunity Status Changed
Triggers when an existing opportunity status has been changed.
Triggers when an existing opportunity status has been changed.
Create a Note Activity
Creates a new note activity.
Creates a new note activity.
Create an SMS Activity
Creates a new SMS activity.
Creates a new SMS activity.
Create Call
Creates an call.
Creates an call.
Create Contact
Creates a new contact.
Creates a new contact.
Create Contact with Custom Fields
Creates a new contact with custom fields.
Creates a new contact with custom fields.
Create Email
Creates an email.
Creates an email.
Create Lead
Creates a new lead.
Creates a new lead.
Create Lead with Custom Fields
Creates a new lead with custom fields.
Creates a new lead with custom fields.
Update Lead with Custom Fields
Updates an existing lead with custom fields.
Updates an existing lead with custom fields.
Create Opportunity
Creates a new opportunity.
Creates a new opportunity.
Create Smart View
Creates a smart view.
Creates a smart view.
Create Task
Creates a new task.
Creates a new task.
Delete Call
Deletes a call log.
Deletes a call log.
Delete Email
Deletes an email.
Deletes an email.
Get Lead
Get lead details by lead id.
Get lead details by lead id.
Get Sender Account Details
Gets a sender account details.
Gets a sender account details.
Log a Call Activity
Logs a completed call activity.
Logs a completed call activity.
Merge Two Leads
Merges one lead into another lead.
Merges one lead into another lead.
Run Activity Overview Report
Runs an activity overview report.
Runs an activity overview report.
Run Opportunity Report
Runs an opportunity report.
Runs an opportunity report.
Run Sent Email Report
Runs a sent email report.
Runs a sent email report.
Search Lead
Searches lead details.
Searches lead details.
Search Opportunity
Get opportunity details by lead id.
Get opportunity details by lead id.
Subscribe Contact to Email Sequence
Subscribes a contact to an email sequence.
Subscribes a contact to an email sequence.
Update a Note Activity
Updates a note activity.
Updates a note activity.
Update Contact
Updates an existing contact.
Updates an existing contact.
Update Contact with Custom Fields
Updates an existing contact.
Updates an existing contact.
Update Lead
Updates an existing lead.
Updates an existing lead.
Update Opportunity
Updates an existing opportunity.
Updates an existing opportunity.
Update Smart View
Updates a smart view.
Updates a smart view.
Update Task
Updates an existing task.
Updates an existing task.
Associate a Shared Custom Field
Associate a Shared Custom Field with a Lead/Contact/Opportunity/Custom Activity Type.
Associate a Shared Custom Field with a Lead/Contact/Opportunity/Custom Activity Type.
Disassociate a Shared Custom Field
Disassociate a Shared Custom Field from a Lead/Contact/Custom Activity Type.
Disassociate a Shared Custom Field from a Lead/Contact/Custom Activity Type.
List Custom Activity Types
List Custom Activity Types.
List Custom Activity Types.
Create task (Coming soon)
Creates a new task.
Creates a new task.
Create contact (Coming soon)
Creates a new contact.
Creates a new contact.
Create company (Coming soon)
Creates a new company.
Creates a new company.
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