Close + Pike13 Integration

Connect Close to Pike13 in 1 click

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1.
  • 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
  • Pike13
    Person is created in Pike13 Instant
  • Pike13
    Person is updated in Pike13 Instant
  • Pike13
    Transaction is created in Pike13 Instant
  • Pike13
    Transaction is updated in Pike13 Instant
  • Pike13
    Event is upcoming in Pike13 Instant
  • Pike13
    Invoice is created in Pike13 Instant
  • Pike13
    Invoice is updated in Pike13 Instant
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2.

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Ready Workflows Ready Workflows   for Close + Pike13 Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Pike13 + Close Integration

Create Close opportunity from new Pike13 person

Anytime a new person is created in your Pike13, a new opportunity will automatically be created in your Close. This ensures that all of your opportunity are linked to the right person, and that you never miss an opportunity to follow up with a new lead.

This Pike13 - Close integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Pike13 + Close Integration

Create Close task for new Pike13 person

In Pike13, when you create a person, it automatically creates a task in Close for that person. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular person on their person profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Pike13 + Close Integration

Create Close contact for new Pike13 person

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 Pike13 - Close integration, anytime a new Pike13 person 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.
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Close + Pike13 Integration

Create Pike13 person for new Close 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 Close - Pike13 integration, anytime a new Close contact is created, an Pike13 person 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.
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Automations

Top 10 Most Popular Close Automations from
Integrately Community

Just click on the workflow you want to automate

Webflow (Legacy) logo
Close logo
Create Close contact for new Webflow form submission
Activate
Elementor Forms logo
Close logo
Create Close contact for new Elementor Forms form submission
Activate
GroovePages logo
Close logo
Create Close contact for new GroovePages response
Activate
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Close opportunity
Activate
Formsite logo
Close logo
Create Close contact for new Formsite form submission
Activate
Webflow (Legacy) logo
Close logo
Create Close contact for new Webflow form submission
Activate
Elementor Forms logo
Close logo
Create Close contact for new Elementor Forms form submission
Activate
GroovePages logo
Close logo
Create Close contact for new GroovePages response
Activate
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Close opportunity
Activate
Formsite logo
Close logo
Create Close contact for new Formsite form submission
Activate
Kajabi logo
Close logo
Create Close contact from new Kajabi offer
Activate
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity from new Close contact
Activate
OnceHub logo
Close logo
Create Close task for new OnceHub booking
Activate
Unbounce logo
Close logo
Create Close contact for new Unbounce form submission
Activate
WhatsApp logo
Close logo
Create Close note for new WhatsApp message
Activate
Kajabi logo
Close logo
Create Close contact from new Kajabi offer
Activate
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity from new Close contact
Activate
OnceHub logo
Close logo
Create Close task for new OnceHub booking
Activate
Unbounce logo
Close logo
Create Close contact for new Unbounce form submission
Activate
WhatsApp logo
Close logo
Create Close note for new WhatsApp message
Activate

Top 10 Most Popular Pike13 Automations from
Integrately Community

Most popularmost-popular-automations
01
Google Sheets logo
Pike13 logo
Create Pike13 person for new Google Sheets row
02
Pike13 logo
ClickSend SMS logo
Send ClickSend SMS message for new Pike13 person
03
Pike13 logo
Twilio logo
Send Twilio sms for new Pike13 person
04
Pike13 logo
SendGrid logo
Send SendGrid email for new Pike13 person
05
Pike13 logo
Telegram logo
Send Telegram message for new Pike13 person
cloud
Pike13
app integration
06
Pike13 logo
Flock logo
Send Flock message for new Pike13 person
07
Zoho Creator logo
Pike13 logo
Create Pike13 person for new Zoho Creator record
08
EasyCSV logo
Pike13 logo
Create Pike13 person for new EasyCSV data
09
PostgreSQL logo
Pike13 logo
Create Pike13 person for new PostgreSQL row
10
MySQL logo
Pike13 logo
Create Pike13 person for new MySQL row
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1
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2
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3
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Want to automate something else in your workflow?

You Can Also Connect Close or Pike13 With 1400+ Other Apps

Close
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.
Pike13
Pike13
Pike13 is a mobile-friendly platform that helps you to manage your business by connecting your clients, class schedules, and payment collection in one place. It also automates payroll and bookkeeping for you.