AIDA Form + Close Integration

Connect AIDA Form to Close in 1 click

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1.

Form is submitted in AIDA Form Instant
Custom activity is created or updated in Close Instant
Lead Status change is created in Close Instant
Export is created in Close Instant
Membership is activated in Close Instant
Email Sequence Subscription created or updated in Close Instant
Lead is created using search query in Close
Lead is created in Close Instant
Contact is created in Close Instant
Contact is updated in Close Instant
Opportunity status change is created in Close Instant
Opportunity is created in Close Instant
Email is created in Close Instant
Call record is updated in Close Instant
Call record is created in Close Instant
Task is created in lead in Close Instant
SMS is created in Close Instant
Meeting is created in Close Instant
Note is created in Close

2.

Trusted by experts at...

Ready Workflows for AIDA Form + Close Integration

Just click on the workflow you want to automate

Most popular automations

Create Close task for new AIDA Form form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Close tasks for new AIDA Form form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Close task for new AIDA Form form submission received today - your customers will thank you for it!

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Create Close note for new AIDA Form form submission

AIDA Form + Close Integration

Create Close contact for new AIDA Form form submission

When someone completes your AIDA Form, a new contact is automatically created in your Close. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the AIDA Form is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a AIDA Form - Close integration set up makes it easy to manage your customer relationships and grow your business.

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When Form is submitted in AIDA Form > Create lead in Close > Create task in Close

AIDA Form + Close Integration

When Form is submitted in AIDA Form > Search contact in Close > Check condition > (If found) > Create opportunity in Close > (Else) > Create contact in Close > Create opportunity in Close

AIDA Form + Close Integration

When Form is submitted in AIDA Form > Search contact in Close > Check condition > (If found) > Create opportunity in Close > (Else) > Create lead in Close > Create opportunity in Close

AIDA Form + Close Integration

When Form is submitted in AIDA Form > Search user in Close > Check condition > (If found) > Create opportunity in Close > (Else) > Create contact in Close > Create opportunity in Close

AIDA Form + Close Integration

When Form is submitted in AIDA Form > Search user in Close > Check condition > (If found) > Create opportunity in Close > (Else) > Create lead in Close > Create opportunity in Close

AIDA Form + Close Integration

When Form is submitted in AIDA Form > Search lead in Close > Check condition > (If found) > Create opportunity in Close > (Else) > Create contact in Close > Create opportunity in Close

AIDA Form + Close Integration

When Form is submitted in AIDA Form > Search lead in Close > Check condition > (If found) > Create opportunity in Close > (Else) > Create lead in Close > Create opportunity in Close

AIDA Form + Close Integration

1of2

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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Top 10 Most Popular AIDA Form Automations from
Integrately Community

Just click on the workflow you want to automate

Create Notion database item for new AIDA Form form submission

Create Microsoft Excel row for new AIDA Form form submission

Create Stackby row for new AIDA Form form submission

Create Trello card for new AIDA Form form submission

Create CompanyHub record for new AIDA Form form submission

Create Notion database item for new AIDA Form form submission

Create Microsoft Excel row for new AIDA Form form submission

Create Stackby row for new AIDA Form form submission

Create Trello card for new AIDA Form form submission

Create CompanyHub record for new AIDA Form form submission

Create Salesforce record for new AIDA Form form submission

Create Zoho CRM module for new AIDA Form form submission

Create WooCommerce customer from new AIDA Form form submission

Create Quickbooks Online order for new AIDA Form form submission

Create Stripe contact from new AIDA Form form submission

Create Salesforce record for new AIDA Form form submission

Create Zoho CRM module for new AIDA Form form submission

Create WooCommerce customer from new AIDA Form form submission

Create Quickbooks Online order for new AIDA Form form submission

Create Stripe contact from new AIDA Form form submission

Top 10 Most Popular Close Automations from
Integrately Community

Most popular

01

Create Close contact for new Webflow form submission

02

Create Close contact for new Elementor Forms form submission

03

Create Close contact for new GroovePages response

04

Create GoHighLevel opportunity for new Close opportunity

05

Create Close contact for new Formsite form submission

cloud

app integration

06

Create Close contact from new Kajabi offer

07

Create GoHighLevel opportunity from new Close contact

08

Create Close task for new OnceHub booking

09

Create Close contact for new Unbounce form submission

10

Create Close note for new WhatsApp message

How Integrately Works?

How Integrately Works?

1

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Select a trigger from Google Sheets

2

Connect Accounts

Connect Accounts

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3

Automation is ready

Setup an action from Trello

Connect AIDA Form + Close Now

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Price Comparison with Popular Alternatives

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

in $19.⁹⁹

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Want to automate something else in your workflow?

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