Integration

Connect Algolia with Close CRM

Create Lead, Find Lead, Create Opportunity, and more.

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Triggers and actions

What Algolia and Close CRM
bring to a workflow

Triggers are the events in Algolia that start a workflow. Actions are the steps it runs in Close CRM.

Algolia

Trigger app

List indices, Search an index, Save (add or replace) an object.

How it works

Algolia and Close CRM,
working together.

Three steps run automatically, every time.

Algolia detects a new event
Something happens in Algolia and the workflow is triggered automatically.
Your workflow runs
WorksBuddy instantly connects Algolia to Close CRM no code, no manual steps.

Automate
Algolia and Close CRM today

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Close CRM

Actions

Create Lead, Find Lead, Create Opportunity, and more.

Create Lead
Create a new lead (company/account). Contacts, addresses and custom fields can be nested inline.
Create Opportunity
Create an opportunity (potential deal) on a lead. If lead_id is omitted, a new untitled lead is created.
Create Task
Create a follow-up task on a lead.
Find Lead
Search/find leads. Use the query param with Close search syntax (e.g. name:Acme or email_address:foo@bar.com).

Connect Algolia with Close CRM

What Algolia and Close CRM
bring to a workflow

Algolia

Algolia and Close CRM,
working together.

Algolia detects a new event

Your workflow runs

Automate
Algolia and Close CRM today

More triggers are on the way

Close CRM

Create Lead

Create Opportunity

Create Task

Find Lead

Close CRM performs Create Lead

Connect Algolia with Close CRM

What Algolia and Close CRM bring to a workflow

Algolia

Algolia and Close CRM, working together.

Algolia detects a new event

Your workflow runs

Automate Algolia and Close CRM today

More triggers are on the way

Close CRM

Create Lead

Create Opportunity

Create Task

Find Lead

Close CRM performs Create Lead

What Algolia and Close CRM
bring to a workflow

Algolia and Close CRM,
working together.

Automate
Algolia and Close CRM today