Popular Close + Vero Workflows
Create Vero contact for new Close contact
But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Close, a corresponding contact will automatically be created in Vero.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
Update Vero contact from new Close contact
When Contact is created in Close > Check condition > Create or Update User in Vero
When Contact is updated in Close > Check condition > Create or Update User in Vero
When Lead is created in Close > Check condition > Create or Update User in Vero
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Close helps you get more deals. Whether you're inside or outside the office, Close gives you everything you need to communicate with prospects and customers—all in one place.
See Close IntegrationsVero helps marketers surface, nurture, and convert the right audiences for their business. It offers a complete suite of tools that gives each team member access to real-time analytics, intelligent messaging capabilities, and smart automation features.
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