The Close integration is a native 1-way integration. You can create a new lead in Close based on events happening in Prospect.io.
You can connect your Close account from Settings > Integrations.
Once the app is connected, you can create a new workflow for the Close integration, or add the Close step to any existing workflow in your account.
Navigate to the workflows tab and create a new Workflow or open an existing one.
For a new workflow, configure the Enrollment Strategy:
- Set the triggers to choose how and when you want to create a new lead.
- Set filters to select whether the workflow should be applied to all prospects or to some specific prospects only.
Find more details on how to add prospects to the workflow here.
Add a Close step to create a lead.
If the lead is already present in your Close account, we won't do anything.