Albacross + Close Integration

Connect Albacross to Close - Automate your workflows in 1-click

Set up Albacross automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Make use of Close automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s Albacross + Close integration.
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Ready Workflows For Albacross + Close Integration

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Albacross + Close Integration

Create Close opportunity from new Albacross contact

Anytime a new contact is created in your Albacross, a new opportunity will automatically be created in your Close. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Albacross - Close integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Albacross + Close Integration

Create Close contact for new Albacross contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

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 Albacross - Close integration, anytime a new Albacross contact is created, an Close 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.
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Albacross + Close Integration

Create Close task for new Albacross contact

In Albacross, when you create a contact, it automatically creates a task in Close for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Albacross + Close Integration
1.
  • Albacross
    Lead is created/updated in Albacross

    Triggers the automation whenever a lead is created or updated

    Instant
  • Close
    Custom activity is created or updated in Close

    Triggers the automation whenever a custom activity is created or updated

    Instant
  • Close
    Lead Status change is created in Close

    Triggers the automation whenever the status of a lead changes

    Instant
  • Close
    Export is created in Close

    Triggers the automation whenever a new export occurs

    Instant
  • Close
    Membership is activated in Close

    Triggers the automation whenever a membership is activated

    Instant
  • Close
    Email Sequence Subscription created or updated in Close

    Triggers the automation whenever a subscriber is added or updated

    Instant
  • Close
    Lead is created using search query in Close

    Triggers the automation whenever a new lead has been added based on search criteria

  • Close
    Lead is created in Close

    Triggers the automation whenever a new lead is created

    Instant
  • Close
    Contact is created in Close

    Triggers the automation whenever a new contact is created

    Instant
  • Close
    Contact is updated in Close

    Triggers the automation whenever a contact is updated

    Instant
  • Close
    Opportunity status change is created in Close

    Triggers the automation whenever the status of any opportunity changes

    Instant
  • Close
    Opportunity is created in Close

    Triggers the automation whenever any opportunity is updated

    Instant
  • Close
    Email is created in Close

    Triggers the automation whenever a new email is created

    Instant
  • Close
    Call record is updated in Close

    Triggers the automation whenever call details are modified

    Instant
  • Close
    Call record is created in Close

    Triggers the automation whenever a new call record is created

    Instant
  • Close
    Task is created in lead in Close

    Triggers the automation whenever a new task is created for any lead

    Instant
  • Close
    SMS is created in Close

    Triggers the automation whenever a SMS is created

    Instant
  • Close
    Meeting is created in Close

    Triggers the automation whenever a new meeting is scheduled

    Instant
  • Close
    Note is created in Close

    Triggers the automation whenever a new note is created

2.
  • Close
    Update lead in Close

    Automatically updates the lead information

  • Close
    Search lead in Close

    Automatically retrieves information for a particular lead

  • Close
    Create lead in Close

    Automatically generates new leads for potential customers

  • Close
    Update task in Close

    Automatically updates the task

  • Close
    Create task in Close

    Automatically creates a new task

  • Close
    Search task in Close

    Automatically searches for a task

  • Close
    Search opportunity in Close

    Automatically searches for a opportunity

  • Close
    Update opportunity in Close

    Automatically updates the opportunity

  • Close
    Create opportunity in Close

    Automatically creates a new instance of the support system

  • Close
    Search contact in Close

    Automatically finds and retrieves contact information

  • Close
    Create contact in Close

    Automatically adds a new contact to the database

  • Close
    Update contact in Close

    Automatically updates contact information

  • Close
    Create note in Close

    Automatically creates a new note in the particular format

  • Close
    Update note in Close

    Automatically updates a note

  • Close
    Search note in Close

    Automatically searches for a note

  • Close
    Create email in Close

    Automatically adds a new contact to the contact list

  • Close
    Search user in Close

    Automatically searches for a user

  • Close
    Create SMS in Close

    Automatically creates a new SMS

  • Close
    Create custom activity in Close

    Automatically logs a new custom activity

  • Close
    Run activity overview report in Close

    Automatically runs an activity overview report

  • Close
    Delete logged call in Close

    Automatically removes a recorded phone conversation

  • Close
    Create export in Close

    Automatically generates a new data export

  • Close
    Run sent email report in Close

    Automatically runs a sent email report

  • Close
    Subscribe Contact to Email Sequence in Close

    Automatically subscribes a contact to an email sequence

  • Close
    Search custom activity in Close

    Automatically searches for a custom activity

  • Close
    Add address to lead in Close

    Automatically updates lead information with address details

  • Close
    Delete email in Close

    Automatically deletes particular emails from inbox

  • Close
    Merge two leads in Close

    Automatically merges two leads

  • Close
    Create bulk email in Close

    Automatically sends multiple emails to a list of recipients using a pre-set template

  • Close
    Run opportunity report in Close

    Automatically runs an opportunity report

  • Close
    Create smart view in Close

    Automatically creates a new smart view

  • Close
    Run status change report in Close

    Automatically runs a status change report

  • Close
    Toggle Forwarding on Phone Number in Close

    Automatically toggles forwarding on a phone number

  • Close
    Update custom activity in Close

    Automatically updates a particular custom activity with new information

  • Close
    Update smart view in Close

    Automatically updates smart view

  • Close
    Update email sequence subscription in Close

    Automatically updates an email sequence subscription

  • Close
    Delete email address from contact in Close

    Automatically removes an email address from a contact list

  • Close
    Create bulk sequence subscription action in Close

    Automatically subscribes multiple leads to an email sequence in bulk

  • Close
    Search email sequence subscription in Close

    Automatically searches for an email sequence subscription

  • Close
    Search number of Leads in Query in Close

    Automatically searches for the number of leads in a query

  • Close
    Search connected account in Close

    Automatically searches for linked accounts to streamline account management

  • Close
    Get activity by id in Close

    Automatically retrieves a activity details by its ID

  • Close
    Create call in Close

    Automatically initiates a call to the recipient

  • Close
    Update call in Close

    Automatically updates call information

  • Close
    Search call in Close

    Automatically searches for a call

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