Close.io is built from the ground up to be more than just a CRM. It makes brings the communication loop directly into your leads management.

You can find more information here.

How this Close.io + TrueMail integration works

• 1. Add new record to a Close.io account
• 2. Zapier sends the email to be verified with TrueMail
• 3. Zapier updates the existing Close.io record with TrueMail result code in a custom field

Apps involved

• • Close.io
• • TrueMail

Close.io Triggers

• Lead Status.

  Dynamic Dropdown for org lead statuses.

• New Opportunity Status Change.

  Triggers when a new Opportunity Status Change is created.

• All Templates.

  For dynamic dropdown.

• New Export.

  Triggers when a new Export is created.

• All Phone Numbers.

  Used for dynamic dropdowns.

• Saved Searches.

  For dynamic dropdown.

• All Users.

  For dynamic dropdown.

• New Lead.

  Triggers when a new lead is added (with line items support).

• New Lead (Legacy).

  Triggers when a new lead is added.

• New SMS.

  Triggers when a new SMS is created.

• New Task.

  Triggers when a new task is created.

• All Custom Fields.

  For dynamic dropdown.

• New Note.

  Triggers when a new Note is created.

• New Call.

  Triggers when a new Call is created.

• New Lead Status Change.

  Triggers when a new Lead Status Change is created.

• New Email.

  Triggers when a new Email is created.

• New Event.

  Triggers when a new event is created (requires a Business Plan to use).

• New SMS Phone Number.

  Triggers when there is a new SMS enabled Phone Number.

• New Opportunity.

  Triggers when a new opportunity is added.

• New Task (Legacy).

  Triggers when a new task is created.

• Opportunity Status.

  Dyn dropdown.

• New Contact.

  Triggers when a new contact is created.

• New User.

  Test trigger for accounts.

• Update Call.

  Updates an existing Call.

• Run Status Change Report.

  Runs a status change report for your organization.

• Update Task.

  Updates an existing Task.

• New Lead (Legacy).

  Creates a new lead.

• Create Note.

  Creates a new note.

• Update Contact.

  Updates an existing Contact.

• Create Lead.

  Creates a new lead (with line items support).

• Delete Email.

  Delete an email on a lead.

• Update Opportunity.

  Updates an existing Opportunity.

• Run Activity Report.

  Runs an activity report for your organization.

• Create Email.

  Creates a new email.

• Create Opportunity.

  Creates a new opportunity.

• Update Note.

  Updates an existing Note.

• Create Task.

  Creates a new Task.

• Delete Logged Call.

  Delete logged call.

• Create SMS.

  Creates a new SMS.

• Create Export.

  Creates a new export of leads, opportunities, or contacts, based on a lead search query, that will be emailed to your email address.

• Create Bulk Email.

  Creates a new bulk email.

• Create Call.

  Creates a new call.

• Create Contact.

  Creates a new Contact.

• Create Bulk Action.

  Creates a new bulk action. You can choose from "Update the Lead Status," "Update a Custom Field," and "Clear a Custom Field".

• Toggle Forwarding on Phone Number.

  Turn on and off call forwarding for a specific number.

• Merge Two Leads.

  Merges one lead into another lead.

• Update Lead.

  Updates an existing Lead.