Create a blog post in Tumblr when a new task is detected in Close
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Close CRM
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■Overview
Are you tired of manually posting new tasks from Close, your customer management tool, to Tumblr every time they are created?
Because this process occurs regularly, it can lead to issues such as copy-and-paste errors and missed posts.
With this workflow, you can connect Close and Tumblr and automate blog posts whenever a task is created, making your content publishing process more efficient.
■Who This Template Is For
- Anyone who manually posts task information managed in Close to Tumblr
- Anyone who wants to automate data sharing between Close and Tumblr to streamline content publishing
- Anyone who wants to prevent manual posting errors and missed updates while improving the quality of their communications
■Benefits of This Template
- When a new task is created in Close, its details are automatically posted to Tumblr, reducing the time previously spent on manual work
- Eliminating manual data entry helps prevent human errors such as copy-and-paste mistakes and missed posts
■How the Flowbot Works
- First, connect Close and Tumblr with Yoom
- Next, select Close as the trigger and set the “New Task” action
- Select Close as the operation and set the “Get Task” action
- Finally, select Tumblr as the operation, set the “Create a blog post” action, and map the information retrieved from Close
※ “Trigger”: The action that starts the flow. “Operation”: The action that processes data within the flow after the trigger starts.
■Customization Options
- When creating a blog post in Tumblr, choose whether to map the Close task information retrieved by the trigger, such as the task name and details, to each field—including the post title, body, and tags—or enter fixed text
■Notes
- Connect both Close and Tumblr with Yoom.
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About the apps you use
Close CRM
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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No-Code API Actions
Executable API actions
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
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