The Close.io integration is a native one way integration. You can choose to create a new lead in Close.io based on events happening in Prospect.io.

You can connect your app here:

https://app.prospect.io/integrations/workflowhttps://app.prospect.io/integrations/apps

Once the app is connected, you can create a workflow. The workflow contains 3 steps

1. Choose a trigger: You can choose when you want to create a new deal. For example, you can ask Prospect.io to create new deals when a prospect replies or when you create a prospect.

2. Define a segment: Then you can define if the workflow should be applied to all prospects ot to some prospects.

3. Choose a destination: Using a trigger, workflows automatically complete an action in a destination app. You can choose where you want to create the deal.

If the lead is already present in your Close.io account we don't do anything.

Copy emails

You can choose to copy all emails in your Close.io account. The emails will be visible in the lead page.

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