Close + Stackby Integration

When a new contact is created in your Close, you can automatically create a row for them in your Stackby. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!

Automatically creating Close contact records for new Stackby row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!

When Row is created in Stackby then Create contact in Close and Create contact in Close

When Row is created in Stackby then Create contact in Close and Create lead in Close

When Row is created in Stackby then Create lead in Close and Create contact in Close

When Row is created in Stackby then Create lead in Close and Create lead in Close