Search and update leads in Close CRM using advanced filters

Add new Close CRM contacts to Google Contacts

Every time a new contact is created in Close CRM, Make will automatically add that contact to Google contacts.

Verify phone number for new contact in Close CRM

Every time a new contact added in Close CRM, Make will automatically verify the contact phone number and add a note to Lead in Close CRM if the phone number is invalid.

Update leads in CRM using advanced filters and custom webhooks

Automatically update leads in your CRM by applying advanced filters and triggering custom webhooks with Make's integration of gateway and close-crm modules.

Create a new Close Contact for every new Aimfox lead

Automatically add new leads from Aimfox into Close as contacts. Whenever a new lead appears in Aimfox, this workflow will create the contact in Close, ensuring your CRM always stays up to date.

Qualify new leads from Intercom based on Clearbit metrics

Every time a user is created in Intercom, Make will automatically search for data with Clearbit and create new leads based on the user's company metrics.

Create PDFMonkey documents from Tally form responses

This template periodically checks for new Tally responses and uses the retrieved information to generate new documents in PDFMonkey. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.

Create a Mem from Slack channel messages and send the link to the requester

Easily create engaging Mems from your Slack channel messages, sending a shareable link to the requester for increased collaboration and content promotion.

Create or update Yodel.io contacts from Insightly CRM

Every time a new contact is created in Insightly CRM, Make will automatically create or update a contact in Yodel.io.