Close + BugHerd Integration

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Close + BugHerd Integration

Create BugHerd task for new Close contact

Close and BugHerd are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Close, do you also create a task in BugHerd? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Close + BugHerd Integration

Create BugHerd task for new Close opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in BugHerd to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Close? Well now there is!

With our integration between Close and BugHerd, creating task in BugHerd is now easier than ever. Whenever a opportunity is created in Close, you can automatically create a corresponding task in BugHerd to keep your team up-to-date.
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Close + BugHerd Integration

Create BugHerd task for new Close task

Close provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Close. BugHerd is a great tool for this.

All you need to do is - integrate BugHerd with Close to create task in BugHerd automatically when certain task occur in Close. This can save you time by not having to manually create tasks in both systems.
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Close + BugHerd 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 is updated in Close Instant
  • Close
    Call 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
  • BugHerd
    Task is created in BugHerd Instant
  • BugHerd
    Task is updated in BugHerd Instant
  • BugHerd
    Comment is created in BugHerd Instant
  • BugHerd
    Project is created in BugHerd
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
  • BugHerd
    Create a new task in BugHerd
  • BugHerd
    Update a task in BugHerd
  • BugHerd
    Search task by external id in BugHerd
  • BugHerd
    Add an attachment to a task in BugHerd
  • BugHerd
    Add a comment to a task in BugHerd
  • BugHerd
    Create a project in BugHerd
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