Embudos.ai + Close Integration

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Embudos.ai + Close Integration

Create Close opportunity for new Embudos.ai contact

This automation makes it easy to create new opportunitys in Close when a new contact is created in Embudos.ai. Just connect your accounts, and every time a new contact is created in Embudos.ai, a new opportunity will automatically be created in Close.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Embudos.ai + Close Integration

Create Close contact from new Embudos.ai order

As an online store owner, you're likely using Embudos.ai to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Embudos.ai with Close? This integration will allow you to automatically create a contact for each new order in Close.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Embudos.ai + Close Integration

Create Close task for new Embudos.ai response

It's important to stay on top of your customer relationships, and one way to do that is to create Close tasks for new Embudos.ai responses 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 Embudos.ai response received today - your customers will thank you for it!
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Embudos.ai + Close Integration

Create Close opportunity for new Embudos.ai response

Integrating your Close with your Embudos.ai, can help you automatically create new opportunitys based on responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Embudos.ai - Close integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Embudos.ai + Close Integration

Create Close task for new Embudos.ai contact

Close and Embudos.ai are two powerful cloud-based tools that can be used to improve business productivity. Using this Close - Embudos.ai integration, you can automatically create task in Close whenever a new contact is created in Embudos.ai.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Embudos.ai + Close Integration

Create Close task for new Embudos.ai event

Creating task in Close is a great way to keep track of task that need to be completed when an event is created in your Embudos.ai account.

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!
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Embudos.ai + Close Integration

Create Close opportunity for new Embudos.ai event

In your business, you may need to track when someone is invited to an event. You can do this by creating a opportunity in Close.

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 Embudos.ai, 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.
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Embudos.ai + Close Integration
1.
  • Embudos.ai
    Contact is created or updated in Embudos.ai Instant
  • Embudos.ai
    Form response is created in Embudos.ai Instant
  • Embudos.ai
    Product is created in Embudos.ai Instant
  • Embudos.ai
    Product is updated in Embudos.ai Instant
  • Embudos.ai
    Order is created in Embudos.ai Instant
  • Embudos.ai
    Order is updated in Embudos.ai Instant
  • Embudos.ai
    Booking is created in Embudos.ai Instant
  • 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 record is updated in Close Instant
  • Close
    Call record 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
2.
  • Embudos.ai
    Create member in Embudos.ai
  • Embudos.ai
    Search member in Embudos.ai
  • Embudos.ai
    Delete member in Embudos.ai
  • Embudos.ai
    Update member in Embudos.ai
  • Embudos.ai
    Delete contact in Embudos.ai
  • Embudos.ai
    Search contact in Embudos.ai
  • Embudos.ai
    Update contact in Embudos.ai
  • Embudos.ai
    Create or update contact in Embudos.ai
  • Embudos.ai
    Create product in Embudos.ai
  • Embudos.ai
    Update product in Embudos.ai
  • Embudos.ai
    Search product in Embudos.ai
  • Embudos.ai
    Create member group in Embudos.ai
  • Embudos.ai
    Update member group in Embudos.ai
  • Embudos.ai
    Delete member group in Embudos.ai
  • 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
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