Popular Google Tasks + Close Workflows
Create Google Tasks task for new Close contact
When you create a contact in Close, do you also create a task in Google Tasks? 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.
Create Google Tasks task for new Close opportunity
With our integration between Close and Google Tasks, creating task in Google Tasks is now easier than ever. Whenever a opportunity is created in Close, you can automatically create a corresponding task in Google Tasks to keep your team up-to-date.
Create Google Tasks task for new Close task
All you need to do is - integrate Google Tasks with Close to create task in Google Tasks automatically when certain task occur in Close. This can save you time by not having to manually create tasks in both systems.
When Contact is created in Close > Check any condition > Create task in Google Tasks
When Contact is updated in Close > Check any condition > Create task in Google Tasks
When Lead is created in Close > Check any condition > Create task in Google Tasks
When Task is completed in Google Tasks > Search contact in Close > Check any condition > (If found) > Create note in Close
When Task is completed in Google Tasks > Search user in Close > Check any condition > (If found) > Create note in Close
When Task is completed in Google Tasks > Search lead in Close > Check any condition > (If found) > Create note in Close
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You Can Also Integrate Google Tasks & Close With 1100+ Other Apps
Create to-do lists and manage your team's tasks from Gmail, Android, and Google Calendar. Tasks works with all of Google's apps, so you can effortlessly move between them while managing your day.
See Google Tasks IntegrationsClose 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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