Popular Close + Klenty Workflows
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.
Update Klenty contact from new Close contact
Unsubscribe prospect in Klenty for Opportunity is created in Close
When Contact is created in Close > Check condition > Create prospect in Klenty
When Contact is updated in Close > Check condition > Create prospect in Klenty
When Lead is created in Close > Check condition > Create prospect in Klenty
When Prospect is unsubscribed in Klenty > Check any condition > Create opportunity in Close
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You Can Also Connect Close or Klenty With 1200+ 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 IntegrationsKlenty 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.
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