Close.io Email Verification Integration

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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.

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