Close + MailUp Integration

Connect Close to MailUp - Automate your workflows in 1-click

Make use of Close automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up MailUp automations to send personalized campaigns, capture leads from various sources, and track campaign performance. And automate all the repetitive tasks between Close & MailUp using Integrately.
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Ready Workflows For Close + MailUp Integration

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Close + MailUp Integration

Create MailUp contact for new Close contact

If you're using Close to manage your sales leads, it's important to also use MailUp to manage your email marketing.

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 MailUp.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Close + MailUp Integration

Send MailUp message for new Close contact

Anytime a new contact is added to your Close, automatically send them a message through MailUp letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Close - MailUp integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Close + MailUp Integration

Send MailUp message for new Close task

With this Close - MailUp integration, whenever a new task is created in Close, message will be sent via MailUp. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Close + MailUp Integration

Send MailUp message for new Close opportunity

Whenever a new opportunity is created in your Close, you'll want to communicate with your team to make sure everyone is on the same page. Sending MailUp message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Close - MailUp integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Close + MailUp Integration
1.
  • Close
    Custom activity is created or updated in Close

    Triggers the automation whenever a custom activity is created or updated

    Instant
  • Close
    Lead Status change is created in Close

    Triggers the automation whenever the status of a lead changes

    Instant
  • Close
    Export is created in Close

    Triggers the automation whenever a new export occurs

    Instant
  • Close
    Membership is activated in Close

    Triggers the automation whenever a membership is activated

    Instant
  • Close
    Email Sequence Subscription created or updated in Close

    Triggers the automation whenever a subscriber is added or updated

    Instant
  • Close
    Lead is created using search query in Close

    Triggers the automation whenever a new lead has been added based on search criteria

  • Close
    Lead is created in Close

    Triggers the automation whenever a new lead is created

    Instant
  • Close
    Contact is created in Close

    Triggers the automation whenever a new contact is created

    Instant
  • Close
    Contact is updated in Close

    Triggers the automation whenever a contact is updated

    Instant
  • Close
    Opportunity status change is created in Close

    Triggers the automation whenever the status of any opportunity changes

    Instant
  • Close
    Opportunity is created in Close

    Triggers the automation whenever any opportunity is updated

    Instant
  • Close
    Email is created in Close

    Triggers the automation whenever a new email is created

    Instant
  • Close
    Call record is updated in Close

    Triggers the automation whenever call details are modified

    Instant
  • Close
    Call record is created in Close

    Triggers the automation whenever a new call record is created

    Instant
  • Close
    Task is created in lead in Close

    Triggers the automation whenever a new task is created for any lead

    Instant
  • Close
    SMS is created in Close

    Triggers the automation whenever a SMS is created

    Instant
  • Close
    Meeting is created in Close

    Triggers the automation whenever a new meeting is scheduled

    Instant
  • Close
    Note is created in Close

    Triggers the automation whenever a new note is created

  • MailUp
    List is created in MailUp

    Triggers the automation whenever a new list is created

2.
  • Close
    Update lead in Close

    Automatically updates the lead information

  • Close
    Search lead in Close

    Automatically retrieves information for a particular lead

  • Close
    Create lead in Close

    Automatically generates new leads for potential customers

  • Close
    Update task in Close

    Automatically updates the task

  • Close
    Create task in Close

    Automatically creates a new task

  • Close
    Search task in Close

    Automatically searches for a task

  • Close
    Search opportunity in Close

    Automatically searches for a opportunity

  • Close
    Update opportunity in Close

    Automatically updates the opportunity

  • Close
    Create opportunity in Close

    Automatically creates a new instance of the support system

  • Close
    Search contact in Close

    Automatically finds and retrieves contact information

  • Close
    Create contact in Close

    Automatically adds a new contact to the database

  • Close
    Update contact in Close

    Automatically updates contact information

  • Close
    Create note in Close

    Automatically creates a new note in the particular format

  • Close
    Update note in Close

    Automatically updates a note

  • Close
    Search note in Close

    Automatically searches for a note

  • Close
    Create email in Close

    Automatically adds a new contact to the contact list

  • Close
    Search user in Close

    Automatically searches for a user

  • Close
    Create SMS in Close

    Automatically creates a new SMS

  • Close
    Create custom activity in Close

    Automatically logs a new custom activity

  • Close
    Run activity overview report in Close

    Automatically runs an activity overview report

  • Close
    Delete logged call in Close

    Automatically removes a recorded phone conversation

  • Close
    Create export in Close

    Automatically generates a new data export

  • Close
    Run sent email report in Close

    Automatically runs a sent email report

  • Close
    Subscribe Contact to Email Sequence in Close

    Automatically subscribes a contact to an email sequence

  • Close
    Search custom activity in Close

    Automatically searches for a custom activity

  • Close
    Add address to lead in Close

    Automatically updates lead information with address details

  • Close
    Delete email in Close

    Automatically deletes particular emails from inbox

  • Close
    Merge two leads in Close

    Automatically merges two leads

  • Close
    Create bulk email in Close

    Automatically sends multiple emails to a list of recipients using a pre-set template

  • Close
    Run opportunity report in Close

    Automatically runs an opportunity report

  • Close
    Create smart view in Close

    Automatically creates a new smart view

  • Close
    Run status change report in Close

    Automatically runs a status change report

  • Close
    Toggle Forwarding on Phone Number in Close

    Automatically toggles forwarding on a phone number

  • Close
    Update custom activity in Close

    Automatically updates a particular custom activity with new information

  • Close
    Update smart view in Close

    Automatically updates smart view

  • Close
    Update email sequence subscription in Close

    Automatically updates an email sequence subscription

  • Close
    Delete email address from contact in Close

    Automatically removes an email address from a contact list

  • Close
    Create bulk sequence subscription action in Close

    Automatically subscribes multiple leads to an email sequence in bulk

  • Close
    Search email sequence subscription in Close

    Automatically searches for an email sequence subscription

  • Close
    Search number of Leads in Query in Close

    Automatically searches for the number of leads in a query

  • Close
    Search connected account in Close

    Automatically searches for linked accounts to streamline account management

  • Close
    Get activity by id in Close

    Automatically retrieves a activity details by its ID

  • Close
    Create call in Close

    Automatically initiates a call to the recipient

  • Close
    Update call in Close

    Automatically updates call information

  • Close
    Search call in Close

    Automatically searches for a call

  • MailUp
    Add subscriber to a group in MailUp

    Automatically adds a subscriber to a group within the mailing list

  • MailUp
    Add subscriber to a list in MailUp

    Automatically adds a new subscriber to a mailing list

  • MailUp
    Send message to recipient in MailUp

    Automatically deliver a pre-written message to a designated recipient

  • MailUp
    Create a message in MailUp

    Automatically creates a new message

  • MailUp
    Send message to group in MailUp

    Automatically sends a message to a group

  • MailUp
    Create a group in MailUp

    Automatically creates a new group

  • MailUp
    Create a list in MailUp

    Automatically generates a new mailing list

  • MailUp
    Remove recipient from list in MailUp

    Automatically removes a recipient from a list

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