Popular Close + PulpoChat Workflows
Create PulpoChat contact for new Close contact
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Close - PulpoChat integration, anytime a new Close contact is created, an PulpoChat contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Send PulpoChat message for new Close contact
Furthermore, with this Close - PulpoChat integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.
Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
Send PulpoChat message for new Close task
Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
Send PulpoChat message for new Close opportunity
This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Close - PulpoChat integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
When Contact is created in Close > Check condition > Create new internal contact (chat only) in PulpoChat
When Contact is created in Close > Check condition > Create user in PulpoChat
When Contact is updated in Close > Check condition > Create new internal contact (chat only) in PulpoChat
When Contact is updated in Close > Check condition > Create user in PulpoChat
When Lead is created in Close > Check condition > Create new internal contact (chat only) in PulpoChat
When Lead is created in Close > Check condition > Create user in PulpoChat
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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 IntegrationsPulpoChat is a tool that helps improve your business interaction on WhatsApp. It enables multi-agent management, simplifies client communications, and delivers robust analytics, thereby improving service efficiency.
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