Close, bugünden itibaren daha fazla arama yapmak, daha fazla e-posta göndermek ve daha fazla anlaşma kapatmak için başlangıçta küçük ve orta ölçekli işletmeler için çağrı ve e-posta içeren bir İç Satış Yazılımı CRM'dir.
Bu olduğunda (Tetikleyiciler)
Bunu yap (Aksiyonlar)
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.
New Contact Triggers when a new contact is created.
New Lead Triggers when a new lead is created.
New Opportunity Triggers when a new opportunity is created.
Lead Status Changed Triggers when an existing lead's status gets changed.
Meeting Status Changed Triggers when a Meeting is scheduled, started, completed, or canceled.
New Note Triggers when a new note is created.
Membership Activated or Deactivated Triggers when a new membership is activated or deactivated.
Opportunity Status Changed Triggers when an existing opportunity status has been changed.
New Export Triggers when a new lead export is created.
Email Sequence Created or Updated Triggers when an email sequence is created or updated.
New SMS Triggers when a new SMS is created.
New Call Triggers when a new call activity is logged.
New Email Triggers when a new email is created.
New Task Triggers when a new task is created.
Task Completed Triggers when a new task completed activity is created.
Clone of Opportunity Status Changed Triggers when an existing opportunity status has been changed.
Create a Note Activity Creates a new note activity.
Create an SMS Activity Creates a new SMS activity.
Create Call Creates an call.
Create Contact Creates a new contact.
Create Contact with Custom Fields Creates a new contact with custom fields.
Create Email Creates an email.
Create Lead Creates a new lead.
Create Lead with Custom Fields Creates a new lead with custom fields.
Update Lead with Custom Fields Updates an existing lead with custom fields.
Create Opportunity Creates a new opportunity.
Create Smart View Creates a smart view.
Create Task Creates a new task.
Delete Call Deletes a call log.
Delete Email Deletes an email.
Get Lead Get lead details by lead id.
Get Sender Account Details Gets a sender account details.
Log a Call Activity Logs a completed call activity.
Merge Two Leads Merges one lead into another lead.
Run Activity Overview Report Runs an activity overview report.
Run Opportunity Report Runs an opportunity report.
Run Sent Email Report Runs a sent email report.
Search Lead Searches lead details.
Search Opportunity Get opportunity details by lead id.
Subscribe Contact to Email Sequence Subscribes a contact to an email sequence.
Update a Note Activity Updates a note activity.
Update Contact Updates an existing contact.
Update Contact with Custom Fields Updates an existing contact.
Update Lead Updates an existing lead.
Update Opportunity Updates an existing opportunity.
Update Smart View Updates a smart view.
Update Task Updates an existing task.
Associate a Shared Custom Field Associate a Shared Custom Field with a Lead/Contact/Opportunity/Custom Activity Type.
Disassociate a Shared Custom Field Disassociate a Shared Custom Field from a Lead/Contact/Custom Activity Type.
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.