Close.io

Close.io is a sales CRM that helps optimize the workflow by closing more deals and spending less time on data entry. Communicate with your customers via emails, phone calls and SMS. Increase your call volume with a Power Dialer, record all the calls, transfer the call to another team member in one click, forward the call if you are away. Analyze your team's performance by monitoring the total call number, their duration, calls by a user, your most active team members. Create a lead list and send personalized bulk emails in one click, track the users who opened your email and the accurate time, schedule emails to send them later, create the reminders to follow up. Reach out to your customers via SMS without having to switch the windows. Close.io allows to schedule SMS sending, and get valuable statistics on the number of SMS sent and received. Measure your team's performance to optimize the workflow.

Why integrate Close.io with SendPulse?

Integrating Close.io with SendPulse, you don't have to manage your mailing list manually since Zapier does it. After the integration is set up, every new lead in Close.io will trigger the creation of a new subscriber in a SendPulse mailing list of your choice automatically. It will help you keep in touch with the leads from the very beginning with email marketing automation. Send news, updates, relevant offers to boost sales.

How do you connect Close.io to SendPulse?

Integrating Close.io with SendPulse unites these two simple tools to benefit your business. Just follow these steps:

  • Create Close.io account
  • Create a new mailing list in your SendPulse account
  • Make Close.io to SendPulse zap using Zapier with SendPulse integration
  • Set the kind of interaction you want between these two platforms
  • Set the trigger email you want to send to your contacts

See our Knowledge Base to learn more about Zapier integration.

If you have any questions on how to connect Close.io to SendPulse with the help of Zapier, please feel free to contact us.

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