

Close and Moxie integration
Build smart, no-code workflows with Close and Moxie using triggers, actions, and AI logic—automate any process in minutes.
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Move your historical data in just a few clicks
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Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.
Triggers and actions for Moxie and Close integration
In Close and Moxie integration triggers start workflows when something happens, while actions make changes in response.
Triggers 24
New contact
New sms
New Client
Client Deleted
Actions 28
Create Contact
Update Contact
Create Client
Create Opportunity
What users say about Albato
How to Connect Close to Moxie
Create powerful Close integration with Moxie in just a few simple steps.
Connect Close to Moxie
Log in to Albato, select Close and Moxie, and follow the quick setup steps—no coding required. Integrate Close with Moxie with just a few clicks!
Build a workflow for your Close and Moxie integration
Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.
Trigger
Actions
Map your data
Pick the fields you want to transfer between Close and Moxie. Customize the data flow to match your process.
Synс data
Synс data
Synс data
Moxie integration with Close
Close
Elevate your sales and productivity by integrating Close with over 1,000+ applications via Albato. This powerful integration, fortified by Close's extensive API, allows you to connect, integrate, and automate your CRM activities seamlessly. With Albato, Close becomes even more potent, enabling integrations with vital tools such as Google Sheets for advanced data management and reporting, Google Calendar for scheduling and reminders, Slack and Microsoft Teams for team collaboration, Salesforce and HubSpot for an encompassing CRM strategy, QuickBooks Online for financial tracking, Typeform for survey and lead generation, Shopify for e-commerce activities, and Squarespace for web content management. Utilize the versatile triggers and actions provided by these integrations to tailor your workflow, automate repetitive tasks, and ensure your sales team focuses on what they do best – closing deals.
Categories
- CRM & ERP systems
Moxie
Moxie stands as an innovative digital workspace integration within the Albato platform, offering a comprehensive suite of tools designed to centralize and streamline your digital operations. This single digital workspace brings together all the necessary tools for communication, collaboration, and project management, facilitating a more cohesive and efficient work environment. With Moxie's integration through Albato, users can leverage actions like finding a client or creating and optionally linking tasks to specific projects based on predefined triggers. This functionality enhances the management and organization of your projects, ensuring that every aspect of your workflow is seamlessly connected and easily manageable.
Categories
- Project & Task Management









