Automate your workflow with Close CRM & Yoom

Yoom can integrate with Close's API without any code, allowing you to automate operations on Close via the API. For example, you can register lead information from Close as subscribers in Mailchimp or ActiveCampaign, or automatically create PDF quotes and contracts when a deal status in Close is updated.

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Close CRM

Flowbot Templates

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Add customer information to Square when a contact is added in Close

This flow uses AI to extract contacts added in Close and automatically register them in Square. Reduce duplicate entry and input errors, streamline customer data management, and save time.

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Create a board in Miro when a task matching specific conditions is created in Close

Automatically create a Miro board when a task is added in Close, carrying over assignee and due date details. Reduce manual work, missed board creation, and data entry errors while streamlining board sharing. Easily adjust settings as needed.

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Create a board in Miro when a task is created in Close

This flow automatically creates a Miro board when a new task is created in Close. Prevent manual work and missed setups, streamline brainstorming preparation and information sharing, and keep your team focused on thinking.

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View other templates

No-Code API Actions

Automation operations

Get Lead
Create Lead
Delete Lead
Create Contact
Get Contact
Delete Contact
Create Opportunity
Update Lead
Update Contact
Update Opportunity
Get Opportunity
Create Call Activity
Create Email Activity
Create Task
Update Task
Get Task
Delete Task
Search Lead
Search Contacts

Automation triggers

New Lead
Updated Lead
New Contact
Updated Contact
New Opportunity
Updated Opportunity
New Task
Completed Task
Updated Task
Updated Opportunity Status
Updated Lead Status
New Call Activity
New Email Activity

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