Create Close leads from new Outlook contacts
New contacts become organized sales records when they are actually worth pursuing.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Create Lead
This tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, website url, lead status, contacts, and addresses. it operates by sending a request to the api endpoint /lead/ on the close crm platform.
Why this helps
New relationship data sits in Outlook contacts without a consistent CRM decision.
- Capture relevant new relationships
- Avoid cluttering Close
- Standardize qualification
Setup
Build it in a few focused steps.
- 1Connect Outlook and Close in Notis once.
- 2Create a new automation and name it.
- 3Tell Notis to review each new contact and create a Close lead only when the contact fits your qualification criteria.
- 4Pick New Contact Added as the trigger.
- 5Choose a report channel, then test with one new contact.
Questions about this workflow
Can Notis skip personal contacts?
Yes. State the company, role, domain, or other signals that indicate a business relationship.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Close. A trigger fires from one place; an action lands in another.
Outlook triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
This tool creates a new sms message in close. the tool allows sending immediate sms messages or logging received sms messages using the provided phone numbers and message content. it includes parameters such as local phone, remote phone, text, status, and source.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a new call record in close.com. this tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead id, direction, and optional support for contact id, phone, duration, note, recording url, and user id.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Create Lead
This tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, website url, lead status, contacts, and addresses. it operates by sending a request to the api endpoint /lead/ on the close crm platform.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Create Task
This tool creates a new task in close.com. tasks are used to track to-do items and can be associated with leads. the tool will create a task with the specified parameters using the provided text, due date, and is complete flags.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Delete Call
This tool allows you to delete a specific call activity in close.com. it is useful for removing incorrectly logged calls or cleaning up call records. the action deletes a call activity using its unique call id and cannot be undone.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Get Notes
This tool retrieves a list of note activities from close. it allows users to fetch notes with optional filtering parameters, including filtering by lead id, user id, and date ranges. the tool returns details such as note content, creation and update dates, and any associated attachments.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Connect any two apps with Notis in the middle.
Outlook and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Close.