Close and RowShare

Easily integrate Close and RowShare without any code.

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.

RowShare

Automate data collection with customizable tables and forms. Ensure each team member sees only what they need.

Check out our other integrations

How the Integration Works

RowShare integrates with Close through Zapier, and possibly also Power Automate and Workato. These platforms operate on the concept of Triggers (when this happens) and Actions (do that).

When this happens in RowShare

Automatically do that in Close

Or the other way round:

When this happens in Close

Automatically do that in RowShare

Close Triggers and Actions

Below is a list of triggers and actions available on Close via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.

Triggers

New Call

Triggers when a new Call is created or completed.

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

Published Custom Activity

Triggers when a Custom Activity is published (saved).

New Contact in Contact Smart View

Triggers when a new Contact is added to a Contact Smart View.

New Call Transcript

Triggers when a new call or voicemail transcript is added to Close.

and 5 more triggers

Close doesn't offer (yet) any Trigger on Zapier.

Actions

and more actions

Close doesn't offer (yet) any Action on Zapier.

RowShare Triggers and Actions

Below is a list of triggers and actions available on RowShare via Zapier, Power Automate and Workato.

Triggers

New or Updated Row

Triggers when a row is created or updated in a specific table.

Column Changed

Triggers when a value has changed in a specific column.

New Row

Triggers when a new row is created in a specific table.

Row Status Changed

Triggers when the status of a row changes in a specific table. Row statuses : Active, Deleted, Archived, Locked

Actions

Assign Row

Assigns a row to a new owner.

Edit Row

Modifies an existing row.

Find Row

Finds a row based on an exact match for a given column.

Create Row

Creates a new row in the table.

Find Row by ID

Loads a row based on its ID.

Link Rows [Advanced]

Links a row to a parent row in another table. This is an advanced action: to be used with caution.