Close + WIIVO Integration

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Popular Close + WIIVO Workflows

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Close + WIIVO Integration

Create WIIVO contact 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 - WIIVO integration, anytime a new Close contact is created, an WIIVO 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 + WIIVO Integration

Send WIIVO message for new Close contact

Anytime a new contact is added to your Close, automatically send them a message through WIIVO 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 - WIIVO 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 + WIIVO Integration

Send WIIVO message for new Close task

With this Close - WIIVO integration, whenever a new task is created in Close, message will be sent via WIIVO. 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 + WIIVO Integration

Send WIIVO 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 WIIVO 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 - WIIVO 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 + WIIVO Integration
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
  • WIIVO
    Message received from WhatsApp in WIIVO Instant
  • WIIVO
    Message sent to WhatsApp in WIIVO Instant
  • WIIVO
    Message is read from WhatsApp in WIIVO Instant
2.
  • Close
    Update lead in Close
  • Close
    Search lead in Close
  • Close
    Create lead in Close
  • Close
    Update task in Close
  • Close
    Create task in Close
  • Close
    Search task in Close
  • Close
    Search opportunity in Close
  • Close
    Update opportunity in Close
  • Close
    Create opportunity in Close
  • Close
    Search contact in Close
  • Close
    Create contact in Close
  • Close
    Update contact in Close
  • Close
    Create note in Close
  • Close
    Update note in Close
  • Close
    Search note in Close
  • Close
    Create email in Close
  • Close
    Search user in Close
  • Close
    Create SMS in Close
  • Close
    Create custom activity in Close
  • Close
    Run activity overview report in Close
  • Close
    Delete logged call in Close
  • Close
    Create export in Close
  • Close
    Run sent email report in Close
  • Close
    Subscribe Contact to Email Sequence in Close
  • Close
    Search custom activity in Close
  • Close
    Add address to lead in Close
  • Close
    Delete email in Close
  • Close
    Merge two leads in Close
  • Close
    Create bulk email in Close
  • Close
    Run opportunity report in Close
  • Close
    Create smart view in Close
  • Close
    Run status change report in Close
  • Close
    Toggle Forwarding on Phone Number in Close
  • Close
    Update custom activity in Close
  • Close
    Update smart view in Close
  • Close
    Update email sequence subscription in Close
  • Close
    Delete email address from contact in Close
  • Close
    Create bulk sequence subscription action in Close
  • Close
    Search email sequence subscription in Close
  • Close
    Search number of Leads in Query in Close
  • Close
    Search connected account in Close
  • Close
    Get activity by id in Close
  • Close
    Create call in Close
  • Close
    Update call in Close
  • Close
    Search call in Close
  • WIIVO
    Send WhatsApp group message in WIIVO
  • WIIVO
    Send video via WhatsApp in WIIVO
  • WIIVO
    Send WhatsApp message in WIIVO
  • WIIVO
    Search WhatsApp message in WIIVO
  • WIIVO
    Update WhatsApp message in WIIVO
  • WIIVO
    Send image via WhatsApp in WIIVO
  • WIIVO
    Send documents/audio via WhatsApp in WIIVO
  • WIIVO
    Send scheduled WhatsApp message in WIIVO
  • WIIVO
    Send scheduled WhatsApp message to group in WIIVO
  • WIIVO
    Send location coordinates via WhatsApp in WIIVO
  • WIIVO
    Send location address via WhatsApp in WIIVO
  • WIIVO
    Create new internal contact (chat only) in WIIVO
  • WIIVO
    Search contact in WIIVO
  • WIIVO
    Update internal contact (chat only) in WIIVO
  • WIIVO
    Create user in WIIVO
  • WIIVO
    Create WhatsApp group chat in WIIVO
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