Close + Hipcall-Integration

Close

Close ist eine Inside Sales Software CRM mit Anrufen und E-Mail-Funktionen für Start-ups und kleine und mittlere Unternehmen, um mehr Anrufe zu tätigen, mehr E-Mails zu senden und ab heute mehr Deals abzuschließen.

Wenn dies geschieht (Trigger)

Tun Sie dies (Aktionen)

Create task
Creates a new task.
Update task
Updates an existing task.
Create contact
Creates a new contact.
Update contact
Updates an existing contact.
Create company
Creates a new company.
Update company
Updates an existing company.
Create deal
Creates a new deal.
Update deal
Updates an existing deal.
Call init
When a call start.
Call hangup
When the call hangup.
Create callback
When the caller create a new callback request.
Close
New Contact
Triggers when a new contact is created.
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New Lead
Triggers when a new lead is created.
Close
New Opportunity
Triggers when a new opportunity is created.
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Lead Status Changed
Triggers when an existing lead's status gets changed.
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Meeting Status Changed
Triggers when a Meeting is scheduled, started, completed, or canceled.
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New Note
Triggers when a new note is created.
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Membership Activated or Deactivated
Triggers when a new membership is activated or deactivated.
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Opportunity Status Changed
Triggers when an existing opportunity status has been changed.
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New Export
Triggers when a new lead export is created.
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Email Sequence Created or Updated
Triggers when an email sequence is created or updated.
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New SMS
Triggers when a new SMS is created.
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New Call
Triggers when a new call activity is logged.
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New Email
Triggers when a new email is created.
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New Task
Triggers when a new task is created.
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Task Completed
Triggers when a new task completed activity is created.
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Clone of Opportunity Status Changed
Triggers when an existing opportunity status has been changed.
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Create a Note Activity
Creates a new note activity.
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Create an SMS Activity
Creates a new SMS activity.
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Create Call
Creates an call.
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Create Contact
Creates a new contact.
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Create Contact with Custom Fields
Creates a new contact with custom fields.
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Create Email
Creates an email.
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Create Lead
Creates a new lead.
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Create Lead with Custom Fields
Creates a new lead with custom fields.
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Update Lead with Custom Fields
Updates an existing lead with custom fields.
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Create Opportunity
Creates a new opportunity.
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Create Smart View
Creates a smart view.
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Create Task
Creates a new task.
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Delete Call
Deletes a call log.
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Delete Email
Deletes an email.
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Get Lead
Get lead details by lead id.
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Get Sender Account Details
Gets a sender account details.
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Log a Call Activity
Logs a completed call activity.
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Merge Two Leads
Merges one lead into another lead.
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Run Activity Overview Report
Runs an activity overview report.
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Run Opportunity Report
Runs an opportunity report.
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Run Sent Email Report
Runs a sent email report.
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Search Lead
Searches lead details.
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Search Opportunity
Get opportunity details by lead id.
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Subscribe Contact to Email Sequence
Subscribes a contact to an email sequence.
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Update a Note Activity
Updates a note activity.
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Update Contact
Updates an existing contact.
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Update Contact with Custom Fields
Updates an existing contact.
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Update Lead
Updates an existing lead.
Close
Update Opportunity
Updates an existing opportunity.
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Update Smart View
Updates a smart view.
Close
Update Task
Updates an existing task.
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Associate a Shared Custom Field
Associate a Shared Custom Field with a Lead/Contact/Opportunity/Custom Activity Type.
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Disassociate a Shared Custom Field
Disassociate a Shared Custom Field from a Lead/Contact/Custom Activity Type.
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List Custom Activity Types
List Custom Activity Types.
Create task (Coming soon)
Creates a new task.
Create contact (Coming soon)
Creates a new contact.
Create company (Coming soon)
Creates a new company.