ManyPI + Close
Connect Close once and ManyPI sends leads to it as contacts: by hand from Leads, or automatically when someone replies positively or books a meeting. You can also import your Close contacts as leads.
Select leads, open Export and choose Send to Close. They arrive as contacts.
When a lead replies positively or books a meeting, it is sent to Close on its own, with the reply or the meeting as a note.
Import your Close contacts into ManyPI as leads.
Each lead becomes a Close lead for the company with the person as its contact, and notes land on that lead.
Sending the same lead again lands on the record it already became, so its notes stay together.
How to set it up
4 steps.
In ManyPI, open Integrations in the sidebar and pick Close.
Questions
We already know your next customer
Describe your ideal customer. ManyPI finds validated leads, reaches out, and turns emails into sales.
