Close + Bind ERP Integration

Connect Close to Bind ERP in 1 click

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Popular Close + Bind ERP Workflows

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Bind ERP + Close Integration

Create Close task for new Bind ERP prospect

With the growth of Bind ERP, many companies are looking for ways to connect their Bind ERP account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Close every time a prospect is created in Bind ERP.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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Bind ERP + Close Integration

Create Close contact for new Bind ERP prospect

If you are using Bind ERP, then you may want to also use Close to manage your customer relationships. With the help of this automation, whenever you create a prospect in Bind ERP, a corresponding contact will be created in Close.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Bind ERP + Close Integration

Create Close task for new Bind ERP invoice

If you use Bind ERP to manage your invoice, you can also use Close to create and manage task associated with those invoice. Creating a task in Close will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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Close + Bind ERP Integration

Create Bind ERP prospect for new Close contact

In order to keep your accounting and customer records in sync, when you create a contact in Close, this automation will automatically create a prospect in Bind ERP.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Close and Bind ERP!
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Close + Bind ERP Integration
1.
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call is updated in Close Instant
  • Close
    Call is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
  • Bind ERP
    Quote is created in Bind ERP
  • Bind ERP
    Prospect is created in Bind ERP
  • Bind ERP
    Invoice is created in Bind ERP
  • Bind ERP
    Product is created in Bind ERP
  • Bind ERP
    Activity is scheduled in Bind ERP
  • Bind ERP
    Inventory is updated in Bind ERP
2.
  • Close
    Update lead in Close
  • Close
    Search lead in Close
  • Close
    Create lead in Close
  • Close
    Update task in Close
  • Close
    Create task in Close
  • Close
    Search task in Close
  • Close
    Search opportunity in Close
  • Close
    Update opportunity in Close
  • Close
    Create opportunity in Close
  • Close
    Search contact in Close
  • Close
    Create contact in Close
  • Close
    Update contact in Close
  • Close
    Create note in Close
  • Close
    Update note in Close
  • Close
    Search note in Close
  • Close
    Create email in Close
  • Close
    Search user in Close
  • Close
    Create SMS in Close
  • Close
    Create custom activity in Close
  • Close
    Run activity overview report in Close
  • Close
    Delete logged call in Close
  • Close
    Create export in Close
  • Close
    Run sent email report in Close
  • Close
    Subscribe Contact to Email Sequence in Close
  • Close
    Search custom activity in Close
  • Close
    Add address to lead in Close
  • Close
    Delete email in Close
  • Close
    Merge two leads in Close
  • Close
    Create bulk email in Close
  • Close
    Run opportunity report in Close
  • Close
    Create smart view in Close
  • Close
    Run status change report in Close
  • Close
    Toggle Forwarding on Phone Number in Close
  • Close
    Update custom activity in Close
  • Close
    Update smart view in Close
  • Close
    Update email sequence subscription in Close
  • Close
    Delete email address from contact in Close
  • Close
    Create bulk sequence subscription action in Close
  • Close
    Search email sequence subscription in Close
  • Close
    Search number of Leads in Query in Close
  • Close
    Search connected account in Close
  • Close
    Get activity by id in Close
  • Close
    Create call in Close
  • Close
    Update call in Close
  • Close
    Search call in Close
  • Bind ERP
    Create prospect in Bind ERP
  • Bind ERP
    Create activity in Bind ERP
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