Close.io

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.

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Then in Flow XO:

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You can then click 'Test Connection' to get the 'Connection succeed.' message, then click 'Next' to continue building your Flow XO flow. 

FAQ

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Known Issues

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