Create Close opportunity for new Concord deal
Concord + Close Integration
Close + Concord Integration
Connect Close to Concord in 1 click
Free forever.Use premium features free for 14 days.1.
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
Contact is created in Concord Instant- Company is created in Concord Instant
- Deal status is changed in Concord Instant
- Deal is created in Concord Instant
- Deal stage is changed in Concord Instant
- Stage is created in Concord
- Note is created in Concord
- User is created in Concord
- Call is created in Concord
- Product is created in Concord
- Activity is created in Concord
- Pipeline is created in Concord
- Document is created in Concord
- Document status is changed in Concord Instant
2.
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Ready Workflows for Close + Concord Integration
Just click on the workflow you want to automate
Most popular automations
Create Concord deal for new Close opportunity
Close + Concord Integration
Create Close task for new Concord deal
Concord + Close Integration
Create Close contact for new Concord 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 Concord - Close integration, anytime a new Concord 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.
See moreHowever, 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 Concord - Close integration, anytime a new Concord 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.
When Contact is created in Concord > Check condition > Create contact in Close
Concord + Close Integration
When Contact is created in Concord > Check condition > Create lead in Close
Concord + Close Integration
When User is created in Concord > Check condition > Create contact in Close
Concord + Close Integration
When User is created in Concord > Check condition > Create lead in Close
Concord + Close Integration
When Lead is created in Close > Check condition > Create contact in Concord
Close + Concord Integration
When Lead is created in Close > Check condition > Create user in Concord
Close + Concord Integration
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Did you know?
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 Close Automations from
Integrately Community
Just click on the workflow you want to automate
Create Close contact for new Webflow form submission
Create Close contact for new Elementor Forms form submission
Create Close contact for new GroovePages response
Create GoHighLevel opportunity for new Close opportunity
Create Close contact for new Formsite form submission
Create Close contact for new Webflow form submission
Create Close contact for new Elementor Forms form submission
Create Close contact for new GroovePages response
Create GoHighLevel opportunity for new Close opportunity
Create Close contact for new Formsite form submission
Create Close contact from new Kajabi offer
Create GoHighLevel opportunity from new Close contact
Create Close task for new OnceHub booking
Create Close contact for new Unbounce form submission
Create Close note for new WhatsApp message
Create Close contact from new Kajabi offer
Create GoHighLevel opportunity from new Close contact
Create Close task for new OnceHub booking
Create Close contact for new Unbounce form submission
Create Close note for new WhatsApp message
Top 10 Most Popular Concord Automations from
Integrately Community
Most popular
01
Create Concord contact for new Google Sheets row
02
Create Concord contact for new CompanyHub record
03
Create Concord contact for new Salesforce record
04
Create Concord contact for new Airtable record
05
Create Concord contact for new Notion database item
Most popular
01
Create Concord contact for new Google Sheets row
02
Create Concord contact for new CompanyHub record
03
Create Concord contact for new Salesforce record
04
Create Concord contact for new Airtable record
05
Create Concord contact for new Notion database item
06
Create Concord contact for new PostgreSQL row
07
Create Concord contact from new Shoplazza customer
08
Create PostgreSQL row for new Concord contact
09
Create SmartSuite row for new Concord contact
10
Create Concord note for new Wassenger message
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Close + Concord Now 
In Just 1 Click!
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Want to automate something else in your workflow?
You Can Also Connect Close or Concord With 1400+ Other Apps
Close
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.
Concord
Concord CRM is a self-hosted deal management CRM that helps close deals faster with customizable pipeline management and tailored win probabilities. Easy-to-use, affordable, it is the perfect solution for streamlining your sales process.
