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Close + PlatoForms Integration

Connect Close to PlatoForms in 1 click

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Popular Close + PlatoForms Workflows

Create Close contact for new PlatoForms response

When someone completes your PlatoForms, a new contact is automatically created in your Close. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the PlatoForms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a PlatoForms - Close integration set up makes it easy to manage your customer relationships and grow your business.

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Create Close opportunity for new PlatoForms response

Integrating your Close with your PlatoForms, 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 PlatoForms - 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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Create Close task for new PlatoForms 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 PlatoForms 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 PlatoForms response received today - your customers will thank you for it!

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Create Close note for new PlatoForms response

PlatoForms + Close Integration

When New submission in PlatoForms > Create lead in Close > Create task in Close

PlatoForms + Close Integration

When New submission in PlatoForms > Search contact in Close > Check condition > (If found) > Create opportunity in Close > (Else) > Create contact in Close > Create opportunity in Close

PlatoForms + Close Integration

When New submission in PlatoForms > Search contact in Close > Check condition > (If found) > Create opportunity in Close > (Else) > Create lead in Close > Create opportunity in Close

PlatoForms + Close Integration

When New submission in PlatoForms > Search user in Close > Check condition > (If found) > Create opportunity in Close > (Else) > Create contact in Close > Create opportunity in Close

PlatoForms + Close Integration

When New submission in PlatoForms > Search user in Close > Check condition > (If found) > Create opportunity in Close > (Else) > Create lead in Close > Create opportunity in Close

PlatoForms + Close Integration

When New submission in PlatoForms > Search lead in Close > Check condition > (If found) > Create opportunity in Close > (Else) > Create contact in Close > Create opportunity in Close

PlatoForms + Close Integration

When New submission in PlatoForms > Search lead in Close > Check condition > (If found) > Create opportunity in Close > (Else) > Create lead in Close > Create opportunity in Close

PlatoForms + Close Integration

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Close + PlatoForms Integration

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Custom activity is created or updated in Close Instant
Lead Status change is created in Close Instant
Export is created in Close Instant
Membership is activated in Close Instant
Email Sequence Subscription created or updated in Close Instant
Lead is created using search query in Close
Lead is created in Close Instant
Contact is created in Close Instant
Contact is updated in Close Instant
Opportunity status change is created in Close Instant
Opportunity is created in Close Instant
Email is created in Close Instant
Call is updated in Close Instant
Call is created in Close Instant
Task is created in lead in Close Instant
SMS is created in Close Instant
Meeting is created in Close Instant
Note is created in Close
New submission in PlatoForms Instant

Update lead in Close
Search lead in Close
Create lead in Close
Update task in Close
Create task in Close
Search task in Close
Search opportunity in Close
Update opportunity in Close
Create opportunity in Close
Search contact in Close
Create contact in Close
Update contact in Close
Create note in Close
Update note in Close
Search note in Close
Create email in Close
Search user in Close
Create SMS in Close
Create custom activity in Close
Run activity overview report in Close
Delete logged call in Close
Create export in Close
Run sent email report in Close
Subscribe Contact to Email Sequence in Close
Search custom activity in Close
Add address to lead in Close
Delete email in Close
Merge two leads in Close
Create bulk email in Close
Run opportunity report in Close
Create smart view in Close
Run status change report in Close
Toggle Forwarding on Phone Number in Close
Update custom activity in Close
Update smart view in Close
Update email sequence subscription in Close
Delete email address from contact in Close
Create bulk sequence subscription action in Close
Search email sequence subscription in Close
Search number of Leads in Query in Close
Search connected account in Close
Get activity by id in Close
Create call in Close
Update call in Close
Search call in Close
Submit form in PlatoForms

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You Can Also Integrate Close & PlatoForms With 1100+ Other Apps

Close Integrations

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.

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PlatoForms Integrations

PlatoForms is a cloud service that converts your PDF forms to interactive web forms. It's simple and easy to use, and it works with both Google Chrome and Firefox.

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Close + PlatoForms Integration

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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Close & PlatoForms with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

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