Connect NextLead and Close to Build Intelligent Automations

Choose a Trigger

NextLead

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use NextLead and Close automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Contact Added to List

Contact Added to List

Triggers when a contact is added to a NextLead mailing list and returns the contact event and list details. Supports optional filters by list ID, minimum lead score, and comment.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Lead

New Lead

Triggers when a new lead is created.

Lead Status Change Updated

Lead Status Change Updated

Triggers when a Lead status change is updated.

Do thisActions

Action is the task that follows automatically within your NextLead integrations.

Create Contact

Create Contact

Creates a new lead.

Create a sale

Create a sale

Create a new sale with the details you provide.

Create lead structure

Create lead structure

Create a new lead structure in NextLead using the data you provide.

Delete Contact

Delete Contact

Deletes a contact from NextLead using the contact's email or LinkedIn profile URL.

Delete a sales deal

Delete a sales deal

Remove a sales deal from your NextLead account.

Delete Structure

Delete Structure

Deletes a structure (company record) from NextLead by Name or SIRET ID.

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Frequently Asked Questions

How do I start an integration between NextLead and Close?

To start, connect both your NextLead and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in NextLead triggers actions in Close (or vice versa).

Can we customize how data from NextLead is recorded in Close?

Absolutely. You can customize how NextLead data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.

How often does the data sync between NextLead and Close?

The data sync between NextLead and Close typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from NextLead to Close?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between NextLead and Close?

Yes, you can set conditional logic to control the flow of data between NextLead and Close. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

NextLead

About NextLead

NextLead is a cutting-edge platform designed to streamline and enhance lead generation and management processes. It offers tools and features that help businesses capture, track, and convert leads efficiently, ensuring a seamless transition from prospect to customer.

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Close

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.

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