Integration

Connect Ashby with Close CRM

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

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Triggers and actions

What Ashby and Close CRM
bring to a workflow

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

Ashby

Trigger app

Read Ashby candidates and jobs (RPC-style API).

How it works

Ashby and Close CRM,
working together.

Three steps run automatically, every time.

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

Automate
Ashby 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 Ashby with Close CRM

What Ashby and Close CRM
bring to a workflow

Ashby

Ashby and Close CRM,
working together.

Ashby detects a new event

Your workflow runs

Automate
Ashby 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 Ashby with Close CRM

What Ashby and Close CRM bring to a workflow

Ashby

Ashby and Close CRM, working together.

Ashby detects a new event

Your workflow runs

Automate Ashby 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 Ashby and Close CRM
bring to a workflow

Ashby and Close CRM,
working together.

Automate
Ashby and Close CRM today