Sync New Close CRM Opportunities to Airtable with Detailed Contact Information
Automatically transfer new opportunities from Close CRM to Airtable, including detailed contact information such as emails, phone numbers, and URLs.
This workflow seamlessly integrates Close CRM with Airtable to ensure that every new opportunity is captured and enriched with comprehensive contact details. It first triggers on new opportunities in Close CRM, retrieves the associated contact, and then creates a new record in Airtable. The workflow further updates the Airtable record with emails, phone numbers, and URLs if available, ensuring that all relevant information is centralized for easy access and management.
New buyers can create an account from the cart to unlock a controlled $10 first-purchase credit on eligible orders of $25+.
Secure checkout powered by Stripe
Support
How to import this workflow into Make
- 1Purchase or download the workflow to get the Make blueprint JSON file.
- 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
- 3Reconnect each module to your own app connections when prompted.
- 4Run the scenario once to verify it, then set your schedule and turn it on.
Related Business Operations & ERPs workflows
- Automate Job Applications and Track Status with LinkedIn, Indeed, and Google Sheets$14.99
- Automated Stock Price Monitoring and Alerts for Indian & US Markets$9.99
- Build Custom Workflows Automatically with GPT-4o, RAG, and Web Search$24.99
- AI Chat Agent Receptionist for Clinics$150
- Automatically Archive Zoom Recordings to Google Drive and Log in Airtable$4.99
- Automate Call Scheduling with Voice AI Receptionist Using Twilio, Google Calendar & Airtable$24.99
More from Jordi Faber
Need this deployed? We'll set it up for you.
Our automation experts deploy this workflow in your stack, connect your accounts, and verify it works — or build a custom solution from scratch.