New integration: Level-up reporting for Close data with Smart Reporting
Looking for a way to visualize your data and automate in-depth reporting with Close? Introducing a new integration with Smart Reporting.
4 min read
Facebook CRM integration: 5 ways to connect your CRM to Facebook
A Facebook CRM integration lets you record and manage business conducted on Facebook. Here’s how to keep your team running fast and lean by connecting your CRM to Facebook.
12 min read
Zoom CRM integration: The best way to connect
If you haven’t already integrated video calling into your sales process, you’re falling behind. Here's how you can integrate Zoom with your CRM to stay on track and close more deals.
8 min read
Calendly CRM integration: Powering high performing sales teams
Calendly makes it easy to schedule meetings with prospects and clients. Pairing it with Close can provide crucial tracking and save your sales reps hours of manual data entry. Here's how to do it.
9 min read
Slack CRM integration: How to use Slack + Close to win more deals
By connecting your CRM with Slack, you’re able to shine a spotlight on the things that matter the most to your business. Learn step-by-step how to connect the two, including practical use cases for creating a communication powerhouse.
10 min read
Instantly Generate Quotes from New Opportunities in Close
This blog post originally appeared on WebMerge.
5 min read
6 advanced ways to automate your workflow with Zapier
Our integration with Zapier just got even better! Today, we are excited to announce that there are seven new and updated Triggers, Actions, and Searches that enable you to automate your workflow and handle tasks with ease.
5 min read
Automate your sales workflows with a dozen updated Zapier Actions & Triggers for Close
We're excited to announce that we've updated a dozen Triggers and Actions in our Close Zapier integration, and we'll cover the cost of a Zapier "For Work" subscription for a full year when you upgrade to an annual Close subscription.
4 min read