CLOSEM + Moxie Integration

Connect CLOSEM to Moxie in 1 click

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Popular CLOSEM + Moxie Workflows

Create CLOSEM contact for new Moxie contact

If you're using Moxie to manage your sales leads, it's important to also use CLOSEM to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Moxie, a corresponding contact will automatically be created in CLOSEM.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

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Create CLOSEM appointment for new Moxie contact

Moxie + CLOSEM Integration

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Create Your Own CLOSEM & Moxie Integration Without Any Code

Create Custom Workflow

Task is created in Moxie Instant
Agreement is sent in Moxie Instant
Agreement is viewed in Moxie Instant
Agreement is signed in Moxie Instant
Meeting is scheduled in Moxie Instant
Meeting is updated in Moxie Instant
Meeting is cancelled in Moxie Instant
Opportunity is created in Moxie Instant
Opportunity is updated in Moxie Instant
Opportunity is deleted in Moxie Instant
Project is created in Moxie Instant
Project is updated in Moxie Instant
Project is completed in Moxie Instant
Form is completed in Moxie Instant
Task is updated in Moxie Instant
Task needs approval in Moxie Instant
Task is deleted in Moxie Instant
Time entry is created in Moxie Instant
Time entry is updated in Moxie Instant
Time entry is deleted in Moxie Instant
Ticket is created in Moxie Instant
Ticket is updated in Moxie Instant
Ticket is closed in Moxie Instant
Ticket is deleted in Moxie Instant
Comment is added on ticket in Moxie Instant
Payment is recieved in Moxie Instant
Client is created in Moxie Instant
Client is updated in Moxie Instant
Client is deleted in Moxie Instant
Invoice is sent in Moxie Instant

Create contact in CLOSEM
Schedule appointment in CLOSEM
Create client in Moxie
Search client in Moxie
Create contact in Moxie
Search contact in Moxie
Create project in Moxie
Create task in Moxie
Approve task/deliverable in Moxie
Create ticket in Moxie
Create comment on ticket in Moxie
Create opportunity in Moxie
Create time entry in Moxie
Create invoice in Moxie
Apply payment to invoice in Moxie
Create or update calendar event in Moxie
Delete calendar event in Moxie
Create expense in Moxie
Create form submission in Moxie

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Want to automate something else in your workflow?

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