Ensure your entire sales team follows a consistent sales process using Process Street. With this integration enabled, each contact added to Close will have a link that points to your checklists in Process Street. Once a checklist is filled for a specific contact, you can bring that checklist data back into Close. Common use cases include sales qualification, client onboarding, and proposal and invoice generation.
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Each time you create a new contact in Close, it will automatically send them to Customer.io as a new subscriber.
Make lets you create customized integrations that connect Close CRM with various task management, social media, or even spreadsheet platforms.