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Inside Sales Software CRM with Calling & Emailing

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Schedule

Integrate the Close API with the Schedule API

Setup the Close API trigger to run a workflow which integrates with the Schedule API. Pipedream's integration platform allows you to integrate Close and Schedule remarkably fast. Free for developers.

Popular Ways to Connect Close with Schedule

Create Lead with Close API on Custom Interval from Schedule API
Schedule + Close
 
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Create Lead with Close API on Daily schedule from Schedule API
Schedule + Close
 
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Create Lead with Close API on Monthly Schedule from Schedule API
Schedule + Close
 
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Create Lead with Close API on Weekly schedule from Schedule API
Schedule + Close
 
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Custom Action with Close API on Custom Interval from Schedule API
Schedule + Close
 
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Popular Close and Schedule Triggers

Custom Interval from the Schedule API

Trigger your workflow every N hours, minutes or seconds.

 
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Daily schedule from the Schedule API

Trigger your workflow every day.

 
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New Custom Event from the Close API

Emit new event when configured type of events triggered, See all possibilities

 
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Monthly Schedule from the Schedule API

Trigger your workflow on one or more days each month at a specific time (with timezone support).

 
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New Lead from the Close API

Emit new event when a new Lead is created

 
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Popular Close and Schedule Actions

Create Lead with the Close API

Creates a lead, See the docs

 
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Custom Action with the Close API

Makes an aribitrary call to Close API, See for all options.

 
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Search Leads with the Close API

Searching leads with a given field and word, See the docs

 
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Update Lead with the Close API

Updates a lead, See the docs

 
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Overview of Close

With the Close API, you can build a number of applications and integrations
that can automate your sales process and make your life easier. Here are some
examples:

  • An integration that automatically updates your CRM with information from
    Close
  • A custom sales dashboard that displays your team's sales pipeline and
    performance
  • A lead capture form thatcollects information from potential customers and
    adds them to your Close account
  • An automated email campaign that sends follow-up emails to your customers
    after they purchase a product from you

Connect Close

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    close: {
      type: "app",
      app: "close",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.close.com/api/v1/me/`,
      auth: {
        username: `${this.close.$auth.api_key}`,
        password: ``,
      },
    })
  },
})

Overview of Schedule

With Schedule - A trigger provided by Pipedream - You can easily build
automated workflows that run on regular times or intervals. Some examples of
things that you can build using the Schedule API include:

  • Automated data retrieval from a third-party service, like pulling stats from
    your Salesforce account on a set schedule.
  • Uploading new data sets to a database with a predetermined interval.
  • Automatic emails to customers or leads at a certain time of the day.
  • Automating data analysis based on a set schedule.
  • Automatically optimizing social media postings according to a specified
    timeline.
  • Updating webpages at a certain interval with newly available content.
  • Re-running reports on a periodic basis.
  • Refreshing a cache of data at a given frequency.
Pipedream, Inc. — San Francisco, CA
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