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Clinked + Close Integration

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Close + Clinked Integration

Create Clinked task for new Close contact

Close and Clinked are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Close, do you also create a task in Clinked? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Close + Clinked Integration

Create Clinked task for new Close task

Close provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Close. Clinked is a great tool for this.

All you need to do is - integrate Clinked with Close to create task in Clinked automatically when certain task occur in Close. This can save you time by not having to manually create tasks in both systems.
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Close + Clinked Integration

Create Clinked event for new Close task

Close is a great tool for managing customer information, but it can also be used to manage your schedule. Use this Close - Clinked integration to automatically populate your Clinked.

When a task is created in Close, an event will automatically be created in your Clinked. This can help you keep track of your schedule and avoid overlapping of appointments.

Just click Activate and connect your Close and Clinked accounts in a matter of minutes.
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Close + Clinked Integration

Create Clinked task for new Close opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Clinked to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Close? Well now there is!

With our integration between Close and Clinked, creating task in Clinked is now easier than ever. Whenever a opportunity is created in Close, you can automatically create a corresponding task in Clinked to keep your team up-to-date.
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