For example, want to see all your data from a campaign in a single view? You can pull data from Close every time there’s a new lead with that campaign tag added, alongside data from other sources (such as social media, paid ads, or email).
How you set up this workflow will depend on the sources you pull from and how you want to manipulate the data. Here’s an example of how you might set it up:
Trigger: Schedule by Zapier (you can choose the frequency of how often this workflow runs)
Action: Run Opportunity Report in Close
Action: Create Spreadsheet Row in Google Sheets
Once the data is loaded into your spreadsheet, you can dive in to the nitty-gritty details of your sales campaigns.
6. Log New Events from Outside Close
The further down in the sales pipeline, the more activity indonesia telegram data happens outside Close. Using Zapier, you can make sure all of those touchpoints are still logged in your system.
Change the lead status when a prospect signs a contract through DocuSign
Send the lead an email from Close when their payment fails in Stripe
Update an Opportunity in Close when a new customer adds their payment information in Stripe
Create a Custom Activity in Close when a customer signs a document in PandaDoc
The exact triggers and actions will depend on what you want to track and which tools you’re using. But the result will be a constant flow of information between your late-stage tool stack and Close.