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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
Close CRM
Flowbot Templates
Recommended
Close CRM Box
Create a new folder in Box when a new task is created in Close
Create a task in Close to automatically generate a folder in Box. Reduce missed folders and naming errors while spending less time searching for documents.
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Close CRM Microsoft Outlook
Notify Outlook when a task is completed in Close
Automatically notify stakeholders in Outlook when a task is completed in Close. Save busy sales reps time, reduce manual work, prevent delays and missed updates, and keep the entire team aligned on progress.
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Close CRM Gemini
When a specific lead is created in Close, summarize and update the description with Gemini
When a new lead is created in Close, Yoom uses Gemini to summarize and update the description. Reduce manual effort and input errors while helping your team quickly understand customer information and respond smoothly.
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Close CRM Google Drive
Create a folder in Google Drive when a lead matching specific conditions is created in Close
Automatically create a Google Drive folder when a lead matching specific criteria is created in Close. Reduce manual work, prevent naming errors, and streamline sales collateral management.
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Close CRM Square
Add customer information to Square when a Contact matching specific conditions is added in Close
Retrieve new contacts from Close and automatically add them to Square with Yoom. Reduce duplicate data entry and errors while streamlining customer management.
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Close CRM Slack
Get notified in Slack when a task is created in Close
Automatically notify a Slack channel whenever a new task is created in Close. Reduce manual checks and follow-ups, prevent missed tasks across your team, and respond faster with a smoother workflow.
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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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