Close
Close email integration
An email from a prospect can go into Close without you opening Close. Forward it to ForwardThis and it is logged on the lead, or becomes the opportunity or the task that follows. A reply it writes is saved as a draft.
Setup in 30 seconds.
How it works
Connect Close
Create a free account and connect Close. It takes about 30 seconds, and you only do it once.
Forward an email
Forward any email to your ForwardThis address along with your instructions. One email can ask for several things at once.
Done.
ForwardThis replies when it's done, with a short summary and links to what it made, and an undo button if something doesn't look right.
Just forward it
to do@forwardthis.io
Fwd: Re: Proposal for Meridian Supplies
Put an opportunity on the Meridian Supplies lead for £8,400 and give me a task to chase them on Friday.
---------- Forwarded message ----------
Thanks for the revised proposal. The £8,400 figure works for us. I need to get it past our director, so give me until the end of the week.
Added an opportunity
Meridian Supplies · £8,400 · Qualified
Added a task
Chase Meridian on the proposal · due Fri 28 Aug
Undo available for 24 hours if something does not look right.
Some other examples
- “Log the call I just had with Fernhill Foods and note that they want a wholesale quote.”
- “Add Rachel Doyle at Fernhill Foods as a contact.”
- “Mark Meridian Supplies as Qualified.”
Everything ForwardThis can do in Close
Create contact
Add a contact
Update contact
Update a contact's details
Look up a contact
Look up a contact
Add CRM record
Add an opportunity
Update CRM record
Update an opportunity or a lead
Look up records
Look up leads, opportunities, activity or Smart Views
Add note
Add a note, or log a call or an email
Read a record
Read one lead in full
Create draft
Draft an email to a lead, unsent
Create task
Add a task on a lead
Update task
Update or complete a task
Look up tasks
Look up your tasks
Delete record
Delete a contact, opportunity or lead
Try it with a real email.
Forward any email to the address below to see what ForwardThis can do. No signup required.
Occasional product emails may follow.
Why you need ForwardThis
Email is messy, every message asking for something different. It means constantly leaving your inbox and juggling tabs. ForwardThis skips all of that: forward an email along with some simple instructions, and it’s handled. Compatible with every email provider, and it works across the apps you’re already using.
Questions
- How does the Close email integration work?
- Forward the email to your ForwardThis address with a simple instruction saying what it needs doing in Close, like "add an opportunity for £8,400 on the Meridian Supplies lead". Everything in Close hangs off a lead, so name the company or a contact's email address and it finds the right one. The first time, you'll need a free account with Close connected, which takes about 30 seconds. That's the entire Close email integration. Logging an email in Close has a page of its own.
- Can I log a client email against a lead in Close?
- Yes. Forward it and say "log this on the Meridian Supplies lead". It records the message as an email activity that already happened, which is different from sending one: nothing leaves your account, and nobody receives anything. It can log a call the same way when you have just come off the phone.
- What if the company isn't in Close yet?
- Add the contact anyway and the lead is created around them, so you are not stuck making the company first. If the name you wrote matches more than one lead, it comes back and asks which one you meant rather than guessing.
- Will it send emails or start a sequence from Close?
- No. Sequences and bulk email are left out on purpose, and so is placing calls or sending texts through Close. Logging an email records something that already happened; nothing here delivers a message to anyone.
- How is this different from Close's own email sync or Zapier?
- Close can connect your mailbox and log everything automatically, which is the better choice if you want a complete record without thinking about it. Zapier suits the same thing happening every time. ForwardThis is for the email that needs work done as well as filing: the opportunity, the task, the note, said in one instruction as you forward it.
Workflows using this integration
Create contacts from email
Turn an email's sender into a contact in your CRM.
Create CRM leads from email
Turn an email enquiry into a lead in your CRM.
Log emails in Close
Log emails in Close CRM.