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Create integrations between Close and DocsBot AI
Ask Question in Docsbot-ai when New Contact in Close
Create Web Source in Docsbot-ai when New Contact in Close
Ask Question in Docsbot-ai when New Email in Close
Create Web Source in Docsbot-ai when New Email in Close
Ask Question in Docsbot-ai when New Lead in Close
Create Web Source in Docsbot-ai when New Lead in Close
Ask Question in Docsbot-ai when New Task in Close
Create Web Source in Docsbot-ai when New Task in Close
Ask Question in Docsbot-ai when New Note in Close
Create Web Source in Docsbot-ai when New Note in Close
Actions and Triggers
When this happensTriggers
New Contact
Triggers when a new contact is created.
New Email
Triggers when a new incoming Email is created or an outgoing Email is sent.
New Lead
Triggers when a new lead is created.
New Task
Triggers when a new task is created or completed.
New Note
Triggers when a new Note is created.
New Opportunity
Triggers when a new opportunity is added.
Do thisActions
Create Contact
create a contact.
Update Contact
Update an existing contact.
Create Task
Creates a New Task.
Delete Email
delete an Email on lead.
Update Call
Updates a New call.
Create Note
Creates a New Note.
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Frequently Asked Questions
About Close
Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.
Learn MoreAbout DocsBot AI
DocsBot AI is an advanced AI-powered tool designed to assist users in managing, generating, and analyzing documents efficiently. It leverages artificial intelligence to automate document-related tasks, making it easier for businesses and individuals to handle large volumes of documents with accuracy and speed.
Learn More
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