

Close and OkoCRM integration
Build smart, no-code workflows with Close and OkoCRM 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 OkoCRM and Close integration
In Close and OkoCRM integration triggers start workflows when something happens, while actions make changes in response.
Triggers 8
New contact
New sms
Actions 31
Create Contact
Update Contact
Delete transaction by ID
The list of tasks in the transaction
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How to Connect Close to OkoCRM
Create powerful Close integration with OkoCRM in just a few simple steps.
Connect Close to OkoCRM
Log in to Albato, select Close and OkoCRM, and follow the quick setup steps—no coding required. Integrate Close with OkoCRM with just a few clicks!
Build a workflow for your Close and OkoCRM 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 OkoCRM. Customize the data flow to match your process.
Synс data
Synс data
Synс data
OkoCRM 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
OkoCRM
Experience seamless integration and automation with OkoCRM on Albato. Effortlessly connect OkoCRM to your favorite apps, streamlining your business processes and data transfer. With available actions like updating deals and contacts, managing tasks, and creating new contacts and deals, OkoCRM enhances your company's productivity and efficiency. Automate tasks with triggers and actions, such as task completion and adding comments, to keep your workflow organized and up-to-date. Unleash the full potential of OkoCRM's integration with Albato and revolutionize your CRM experience.
Categories
- CRM & ERP systems









