Close.io
Integration with Close.io
AdminDenis Chubrik
(Admin, PandaDoc)
shared this idea
đź‘‹ Hey everyone! We're currently revisiting the Close.io integration and considering if it's the right time to prioritize it.
This has been one of the top-voted requests, and we’d love to hear more about your specific use cases. If you're still interested or have teammates who’d benefit from this, feel free to:
- 👍 Upvote this post (if you haven’t already)
- đź’¬ Leave a comment to share your needs
- đź“… Schedule a quick call with me so we can understand your workflow better
No promises yet, but your input will help us evaluate next steps. Thanks for pushing us forward! 🙌
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Bastiaan Bijl
commented
Yes please!
I was able to recreate the workflow using integration links and Zapier almost 1-to-1 with Editor 2.0:
In brief:
-Create a workflow in Zapier with a Webhook as a trigger. Copy the webhook URL.
-Create an opportunity integration link in Close to push opportunity data to the webhook URL from the previous step (see below for the integration link).
-Go back to Zapier and add an action to your step to create a document in Pandadoc. Use the data from the webhook to fill the document fields.
-Create a subsequent action in the zap to copy the Pandadoc document ID to a custom opportunity field in Close. When you create another integration link, you'll be able to open the document from Close directly.
-Complete the document and send it.I have other workflows in Zapier that update the opportunity when the document status changes.
Integration links:
View Document: https://app.pandadoc.com/a/#/documents/{{opportunity.custom.[PandaDoc ID]}}/
I hope this helps. If you have any further questions, please let me know.
Here is a link to the Zap: https://zapier.com/shared/43fbc9761e7ecbfe8c362e419d8d1fad5a76be9d
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AdminRaena Aniban
(Admin, PandaDoc)
commented
Looking forward to see close.io to be compatible with editor 2.0 very soon please.
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It would be great to add the integration with Close.io CRM
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Please add the integration
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JLN Accounts Team
commented
Bump
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Kevin Wathey
commented
Bump
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Kevin Wathey
commented
This would be AWESOME!
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Kevin Wathey
commented
Pleaseeee!
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Kash Irons commented
This would be awesome
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Denise Livingston
commented
yes, please!
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Dick Driver commented
Bump
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AdminYuliya Valko (Admin, PandaDoc) commented
yes, please!
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Let's get it done
