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"Even if you take the trouble to collect information through forms, managing it manually afterward is a hassle..."
"I want to stop transcribing the same information into the CRM every time..."
Have you ever felt this way? By integrating Close with forms, you can automate these tedious tasks. For example, you can automatically register leads in Close with the information collected from forms. This not only prevents data omissions and input errors but also significantly speeds up response times. It's also appealing that you can integrate using the form tools you already use, like Google Forms, Typeform, and Tally.
In this article, we introduce what you can do by integrating forms with Close! If you're interested in the integration flow, you can try it out immediately by clicking the "Try it" button. Why not automate those tedious verification tasks?
Yoom offers templates for automating workflows using Close and forms! If you want to try it right away, click the banner below to get started!
By integrating Close with various form APIs, you can automatically link form response data to Close!
Simply click "Try it out" on the automation example you're interested in and register an account to immediately experience the integration between Close and forms.
Registration takes just 30 seconds, so feel free to give it a try!
You can automatically link Yoom form response data to Close. Yoom forms allow you to use response data as is, making it easy to achieve data integration without complex operations, which is a major attraction.
You can automatically integrate response data from Google Forms with Close. If you are using Google services, you can create forms in a wide range of data formats for free with Google Forms, and these can also be integrated with Close.
You can automatically integrate Typeform response data with Close. By connecting Typeform's intuitive form operations with Close, both form respondents and administrators will experience improved form usage and data management.
You can automatically integrate response data from Jotform with Close. You can seamlessly transfer all response data from forms created with Jotform's extensive widgets to Close.
You can automatically integrate Tally response data with Close. Even simple Tally forms can use the API to connect data to Close. This is recommended for those who want to manage data effectively, even with minimal forms.
You can automatically integrate response data from Zoho Forms into Close. For those familiar with using Zoho services, this form can also be integrated with Close to enable the transfer of response data.
Now, let's actually create a flow to integrate Close with a form!
This time, we will proceed with the setup using Yoom, a no-code platform. If you don't have a Yoom account yet, please create one using the registration form here.
[What is Yoom]
This time, we will create a flow bot that registers leads in Close based on the form responses!
We will create it in the following major steps.
Let's register My Apps to connect Close to Yoom.
By registering My Apps first, you can proceed with automation settings smoothly.
1. Click on My Apps on the left side of the Yoom page and select "+ Add".
Enter "Close" in the search box at the top right and select the Close icon from the search results.
2. On the displayed screen, enter the required fields and click "Add".
If Close is displayed in My Apps, the registration is complete.
Let's create a flow from here! Since we are using a template, open the template page below and click 'Try it'.
The template will be automatically copied to the workspace. Please click "OK" on the next screen that appears.
※The following screen is displayed when you click on "【Copy】Register lead in Close based on form responses" in the Flowbot under "My Projects" on the left side of the Yoom page screen.
1. Click "OK" on the previous screen, then click on the form trigger "Form" on the displayed screen.
2. Set up the input form on the displayed screen.
Configure the question text (supplementary text for the question), question format, and whether it is a required field.
Optionally, configure "Completion Page Settings," "Access Restrictions," and "Flowbot Initiator when Using Shared Form."
※This time, we used a template to configure as shown in the image below.
Once you have finished entering, click "Next."
3. Enter each item of "Acquired Values."
※The item names for each item will display the question text from the previous step.
※Since the settings are not yet complete, you need to enter manually, but once the settings are complete, values will be entered automatically.
4. Once you have finished entering, click "Save."
※The entered output (acquired values) can be used in the next settings as well.
1. Click on "Create Lead" to integrate with the app.
Check each item and click "Next."
2. Set up the API connection.
Select "Name," "URL," and "Description" from the output (acquired values) that appears when you click the input field.
Once you have finished entering, execute "Test," and if successful, click "Save."
※Once the settings are complete, the lead will be registered in Close.
Click the "Turn on the trigger" button in the red frame on the screen below to automatically start the Flowbot.
By utilizing Close's API, various automations can be realized.
It is possible to notify other tools when leads or contacts are registered, or to automatically create leads based on spreadsheet data, thereby improving the efficiency of sales activities.
How was it? By integrating Close with forms, you can potentially solve issues such as "It's a hassle to manually input lead information," "Data entry errors are likely," "I want to eliminate missed follow-ups." Automatically importing form response data into Close significantly improves the accuracy and speed of information.
<span class="mark-yellow">By utilizing the no-code tool Yoom, you can easily integrate Close with forms without any programming knowledge!</span> If you're interested, start by creating a free account and see how it works for yourself. Registration takes just 30 seconds! You can experience automatic integration right away.
Why not incorporate automatic integration and significantly reduce the hassle of lead management?
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