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Close Integration

Close is a platform that provides sales automation and CRM for startups and SMBs. Its purpose is to help users close more deals and increase their revenue. Close allows users to make and receive calls, send and track emails, manage leads and opportunities, and collaborate with their team. Close is designed to be used by users who want to optimize their sales process and performance.

Triggers

Trigger components allow you to start an automation flow when an event happens in the app.

New Lead

Triggers when a conversation is recieved. See the docs here

Actions

Action components allow you to perform operations on the app.

Create Email Activity

Create a new email activity in Close. See the docs here.

Create Lead

Create a new lead in Close. See the docs here.

Fetch a Single Role

Get details of role. See docs here.

Fetch a Single User

Get details of user. See docs here.

List Contacts

Get a list of contacts. See docs here.

List Activities

Get a list of created activities. See docs here.

How to Integrate Close?

For Close integration with Monkedo and to build seamless no-code workflow automations, follow these simple steps:

  1. Log in to your Monkedo account.
  2. Navigate to the Automation section and click on "Create Automation."
  3. In the left sidebar, you’ll find various component categories such as Triggers, Actions, Flow Control, Data Actions, and Browser Actions.
  4. Select Actions or Triggers, then use the search bar to find Close.
  5. Drag and drop the Close component into the editor area.
  6. Click on the component to view its settings in the right-hand panel.
  7. Hit the Connect button and follow the prompts to authorize Monkedo to access your Close account.

Once connected, you can begin customizing your automation by filling in the required fields and adding additional app components. Link outputs to inputs between components to define a smooth and logical workflow. Need assistance? Watch our quick tutorial video here to get started faster!