Plumsail Documents + Close Integration

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Create Your Own Plumsail Documents & Close Integration Without Any Code

Create Custom Workflow

Process is finished in Plumsail Documents Instant
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 record is updated in Close Instant
Call record 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

Merge docx in Plumsail Documents
Add pdf watermark to pdf in Plumsail Documents
Add text watermark to pdf in Plumsail Documents
Add image watermark to pdf in Plumsail Documents
Convert images to pdf in Plumsail Documents
Convert pdf to png in Plumsail Documents
Convert pdf to jpeg in Plumsail Documents
Convert ppt to pptx in Plumsail Documents
Convert pptx to pdf in Plumsail Documents
Convert pdf to text in Plumsail Documents
Merge pdf in Plumsail Documents
Convert doc to docx in Plumsail Documents
Convert csv to excel in Plumsail Documents
Extract from archive in Plumsail Documents
Create archive in Plumsail Documents
Compress pdf in Plumsail Documents
Convert docx to pdf in Plumsail Documents
Search process by name in Plumsail Documents
Start a process in Plumsail Documents
Fill in pdf form in Plumsail Documents
Fill merge fields in docx document in Plumsail Documents
Protect pdf in Plumsail Documents
Convert html to pdf in Plumsail Documents
Convert html to docx in Plumsail Documents
Convert pdf to bmp in Plumsail Documents
Convert xlsx to pdf in Plumsail Documents
Convert xls to xlsx in Plumsail Documents
Generate document from xlsx template in Plumsail Documents
Split pdf in Plumsail Documents
Generate document from docx template in Plumsail Documents
Generate document from fillable pdf in Plumsail Documents
Generate document from html template in Plumsail Documents
Generate document from pptx template in Plumsail Documents
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

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You Can Also Connect Plumsail Documents or Close With 1200+ Other Apps

Plumsail Documents automates document creation and management, streamlining workflows for seamless data integration and customization. Simplify your document processes with Plumsail's versatile solutions.

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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.

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