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Popular Close + Klenty Workflows
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Create Klenty contact for new Close contact
But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Close, a corresponding contact will automatically be created in Klenty.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Update Klenty contact from new Close contact
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Unsubscribe prospect in Klenty for Opportunity is created in Close
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When Contact is created in Close > Check condition > Create prospect in Klenty
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When Contact is updated in Close > Check condition > Create prospect in Klenty
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When Lead is created in Close > Check condition > Create prospect in Klenty
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When Prospect is unsubscribed in Klenty > Check any condition > Create opportunity in Close
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Create Your Own Close & Klenty Integration Without Any Code
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Integrate Close & Klenty In 1 Click
And Save Time & Money Both
Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!
Want to automate something else in your workflow?
You Can Also Connect Close or Klenty With 1200+ Other Apps
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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 Integrations
Klenty is an AI-powered sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale. It gives you more time for sales calls, networking, closing deals and your actual work.
See Klenty Integrations❤Trusted by 42,000+ Customers
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