Popular Close + Appointlet Workflows
Create note in Close for Booking is canceled in Appointlet
Create Close opportunity for new Appointlet event
But manually creating a opportunity can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Appointlet, it will trigger a corresponding opportunity creation in Close.
This makes it easy to keep track of all the interactions that person has with your company. By using opportunity, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
Create Close task for new Appointlet event
With the help of this integration, when an event is created, a task will be automatically created in Close and will include the details of the event (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
Create Close note for new Appointlet event
Update Close contact from new Appointlet event
When Booking is received in Appointlet > Check any condition > Create contact in Close
When Booking is received in Appointlet > Check any condition > Create lead in Close
When Booking is received in Appointlet > Check any condition > Create opportunity in Close
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Integrate Close & Appointlet In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Close & Appointlet with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.
You Can Also Integrate Close & Appointlet With 1100+ Other Apps
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 IntegrationsAppointlet is a simple and easy-to-use appointment scheduling Google Calendar plugin, that displays availability right on your website, allowing your customers to schedule appointments with you in just a few clicks.
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