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

Workflow Templates

Recommended

Get notified in Gmail when a new contact is added in Close

This Yoom flow automatically notifies relevant team members in Gmail when a new contact is added to Close. Reduce manual outreach, prevent delays and missed notifications, and keep sales follow-ups running smoothly.

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Create a contact in Loops when a contact is updated in Close

Extract the required fields from contacts updated in Close using Yoom AI, then automatically add them to Loops. Reduce duplicate data entry, prevent input errors, and spend more time engaging with customers. Keep customer data accurate at all times.

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Create a folder in Dropbox when a lead is created in Close

Automatically create a corresponding folder in Dropbox whenever a new lead is added in Close. Prevent missing information and duplicate records, reduce time spent managing materials, and stay focused on selling.

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Create a folder in Google Drive when a lead is created in Close

Automatically create a customer folder in a designated Google Drive parent folder whenever a new lead is created in Close. Prevent missed manual setup and inconsistent naming, and keep sales materials organized and easy to share.

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Create a folder in OneDrive when a lead is created in Close

Automatically create a folder in OneDrive whenever a new lead is added in Close. Eliminate manual folder creation, prevent missing folders and naming errors, and keep your team’s customer management running smoothly.

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Create a folder in Box when a new contact is created in Close

Automatically create a folder in Box when a new contact is added to Close. Save time by eliminating manual folder creation, prevent naming errors and missed folders, and keep customer management running smoothly.

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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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