Close
Add a Close action to quickly connect to your CRM and automatically lookup or sync records.
For Close there are 6 different actions that can be used for any record:
Lookup Object
Create Lead
Update Lead
Create Contact
Update Contact
Subscribe to Sequence
1️⃣ Lookup Object
If you want to:
Lookup an Object (Lead, Contact) in your Close CRM.
This action is particularly helpful if you want to conditionally exclude records you already have in your CRM from further enrichment.
2️⃣ Create Lead
If you want to:
Create a new lead in Close.
This action is particularly helpful if you want to take the information you've found in Clay and instantly create corresponding leads in Close.
3️⃣ Update Lead
If you want to:
Update an existing lead.
For Update Lead you need to first map the Lead ID of the object.
If you do not already have this in your table, run "Lookup Object" first.
4️⃣ Create Contact
If you want to:
Create a contact.
If you want to:
Update an existing contact.
For Update Contact you need to first map the Contact ID of the object.
If you do not already have this in your table, run "Lookup Object" first or get it from Create Contact if you previously ran it.
If you want to:
Subscribe a Close Contact to a Sequence.
For Subscribe to Sequencet you need to first map the Contact ID of the object.
If you do not already have this in your table, run "Lookup Object" first or get it from Create Contact if you previously ran it.
⭐️ Cost: Free:)
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