Integrations
Close is a CRM platform that helps startups and SMBs grow. By connecting Mailgun and Close, you can automate leads, tasks, and SMS for new log data, complaint events, delivery events, and more.
You can customize this integration with Triggers and Actions, including:
TRIGÂGERÂS | ACTIÂONS |
---|---|
New Call RecoÂrding – when a new call recoÂrding or voicÂemail is addeÂd to ClosÂe. | Add AddrÂess to Lead – in ClosÂe. |
New Call – when a new Call is creaÂted or compÂleted. | DeleÂte LoggÂed Call – in ClosÂe. |
New ContÂact in ContÂact SmarÂt View – in ClosÂe. | DeleÂte EmaiÂl – deleÂte an emaiÂl on a leadÂ. |
New ContÂact – in ClosÂe. | DeleÂte EmaiÂl AddrÂess From ContÂact – in ClosÂe. |
New or UpdaÂted CustÂom ActiÂvity – in ClosÂe. | ExpoÂrt ActiÂvity RepoÂrt to CSV – expoÂrts an actiÂvity overÂview or an actiÂvity compÂarison repoÂrt to a CSV fileÂ. |
New EmaiÂl – when a new incoÂming EmaiÂl is creaÂted or an outgÂoing EmaiÂl is sentÂ. | MergÂe Two LeadÂs – mergÂes one lead into anotÂher leadÂ. |
New ExpoÂrt – when a new ExpoÂrt is creaÂted or compÂleted. | Run ActiÂvity OverÂview RepoÂrt – runs an actiÂvity overÂview repoÂrt for your orgaÂnization. |
New InboÂx Item – when a new item appeÂars in your ClosÂe inboÂx. | CreaÂte Bulk ActiÂon – creaÂtes a new bulk actiÂon. You can chooÂse from “UpdÂate the Lead StatÂus,” “UpdÂate a CustÂom FielÂd,” and “CleÂar a CustÂom FielÂd”. |
New Lead – in ClosÂe. | CreaÂte Bulk EmaiÂl – in ClosÂe. |
New Lead in StatÂus – when a lead enteÂrs a new statÂus. OptiÂonally trigÂger when a lead is creaÂted in a statÂus. | CreaÂte Bulk SequÂence SubsÂcription ActiÂon – in ClosÂe. |
New Lead in SearÂch QuerÂy / SmarÂt View – in ClosÂe. | CreaÂte Call – in ClosÂe. |
New MeetÂing – when a MeetÂing is scheÂduled, starÂted, compÂleted, or cancÂeled. | CreaÂte ContÂact – in ClosÂe. |
New MembÂership AddeÂd or RemoÂved – when a new membÂership is addeÂd to or remoÂved from your ClosÂe orgaÂnization. | CreaÂte CustÂom ActiÂvity – in ClosÂe. |
New EvenÂt – in ClosÂe. | CreaÂte EmaiÂl – in ClosÂe. |
New Note – in ClosÂe. | CreaÂte ExpoÂrt – creaÂtes a new expoÂrt of leadÂs, oppoÂrtunities, or contÂacts, baseÂd on a lead searÂch querÂy, that will be emaiÂled to your emaiÂl addrÂess. |
New OppoÂrtunity in StatÂus – when an oppoÂrtunity enteÂrs a new statÂus. OptiÂonally trigÂger when an oppoÂrtunity is creaÂted in a statÂus. | CreaÂte InviÂte – inviÂtes a user to join your ClosÂe orgaÂnization. |
New OppoÂrtunity – in ClosÂe. | CreaÂte Lead – in ClosÂe. |
New or UpdaÂted SequÂence SubsÂcription – when a contÂact is subsÂcribed to a sequÂence, when a sequÂence subsÂcription is pausÂed, resuÂmed, finiÂshed, has reacÂhed its goalÂ, or has encoÂuntered an erroÂr. | CreaÂte Note – in ClosÂe. |
New SMS – when a new inboÂund SMS is creaÂted or an outbÂound SMS is sentÂ. | Find NumbÂer of LeadÂs in QuerÂy – in ClosÂe. |
New Task – when a new task is creaÂted or compÂleted. | Run OppoÂrtunity FunnÂel RepoÂrt – runs an OppoÂrtunity FunnÂel repoÂrt for your orgaÂnization. |
New Log Data – push evenÂts to otheÂr servÂices. | Run OppoÂrtunity RepoÂrt – runs an oppoÂrtunity repoÂrt for your orgaÂnization. This repoÂrt will retuÂrn the data that you see at the top of the “OppÂortunities” page in ClosÂe. |
New BounÂce EvenÂt – tracÂk bounÂce evenÂts via callÂback URL. | CreaÂte OppoÂrtunity – in ClosÂe. |
New CompÂlaint EvenÂt – tracÂk unsuÂbscribe evenÂts via callÂback URL. | Run Sent EmaiÂl RepoÂrt – runs a sent emaiÂl repoÂrt for your orgaÂnization. |
New DeliÂvery EvenÂt – tracÂk succÂessful deliÂvery evenÂts via callÂback URL. | SubsÂcribe ContÂact to SequÂence – in ClosÂe. |
New FailÂed DeliÂvery EvenÂt – tracÂk failÂed deliÂvery atteÂmpts via callÂback URL. | CreaÂte Lead SmarÂt View – in ClosÂe. |
New OpenÂ/Click EvenÂt – webhÂook for tracÂking openÂs/clicks. | CreaÂte SMS – in ClosÂe. |
New UnsuÂbscribe EvenÂt – tracÂk unsuÂbscribe evenÂts via callÂback URL. | Run StatÂus ChanÂge RepoÂrt – runs a statÂus chanÂge repoÂrt for your orgaÂnization. |
New List – when a new mailÂing list is addeÂd to your accoÂunt. | CreaÂte Task – in ClosÂe. |
SeleÂct RandÂom User – seleÂct a randÂom user from your orgaÂnization. | |
ToggÂle ForwÂarding on PhonÂe NumbÂer – turn on and off call forwÂarding for a specÂific numbÂer. | |
UpdaÂte Call – in ClosÂe. | |
UpdaÂte ContÂact – in ClosÂe. | |
UpdaÂte CustÂom ActiÂvity – in ClosÂe. | |
UpdaÂte Lead – in ClosÂe. | |
UpdaÂte Note – in ClosÂe. | |
UpdaÂte OppoÂrtunity – in ClosÂe. | |
UpdaÂte SequÂence SubsÂcription – in ClosÂe. | |
UpdaÂte Lead SmarÂt View – in ClosÂe. | |
UpdaÂte Task – in ClosÂe. | |
Find Call – in ClosÂe. | |
Find ConnÂected AccoÂunt – find a ConnÂected AccoÂunt you can use to send emaiÂls. | |
Find ContÂact – in ClosÂe. | |
Find CustÂom ActiÂvity – in ClosÂe. | |
Find Lead – in ClosÂe. | |
Find Note – in ClosÂe. | |
Find OppoÂrtunity – in ClosÂe. | |
Find SequÂence SubsÂcription – in ClosÂe. | |
Find Task – in ClosÂe. | |
Find User – in ClosÂe. | |
Find or CreaÂte ContÂact – in ClosÂe. | |
Find or CreaÂte CustÂom ActiÂvity – in ClosÂe. | |
Find or CreaÂte Lead – in ClosÂe. | |
Find or CreaÂte Note – in ClosÂe. | |
Find or CreaÂte OppoÂrtunity – in ClosÂe. | |
Find or CreaÂte Task – in ClosÂe. | |
Send EmaiÂl – via your MailÂgun accoÂunt. | |
New MailÂing List MembÂer – adds a new membÂer to a mailÂing listÂ. |
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