Close.io is an effective platform developed by actual salespeople to help their fellow salespeople make more calls and close more deals.
You can trigger your Flow XO flows with the following Close.io tasks:
- New Call
- New Contact
- New Email
- New Opportunity
- New Lead
- New Task
- Lead Status Change
- Opportunity Status Change
And as part of your flow you can use the following actions:
- Add a Call
- Add a Note
- Add, Update, Get & Delete a Contact
- Add, Update, Get, Search & Delete a Lead
- Add, Update, Get, Search & Delete an Opportunity
- Add, Update, Get, Search & Delete a Task
Connecting Your Account
Connecting your account is easy - you'll need to retrieve some details from your Close.io account to paste into Flow XO.
Then in Flow XO:
You can then click 'Test Connection' to get the 'Connection succeed.' message, then click 'Next' to continue building your Flow XO flow.
Any question on using this service we haven't answered? Contact us!
Tell us how we can improve this service on our public Trello roadmap.