Close Convertri

Track website content updates in sales records

When a CMS item is updated in Convertri, automatically log the activity under the associated client record in Close.

Try:

See all Close + Convertri integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Close Explore Close →

Triggers
New lead created

Fires when a new lead or contact is created in Close.

Deal stage changed

Fires when a deal moves to a new stage in Close.

Deal won

Fires when a deal is marked won in Close.

Contact updated

Fires when a field on a contact changes in Close.

Actions
Create or update contact

Creates or updates a contact in Close.

Create deal

Creates a new deal in Close.

Update deal stage

Moves a deal to a new stage in Close.

Log activity

Logs a call, email, or note against a record in Close.

Convertri Explore Convertri →

Triggers
Page published

Fires when a new page or post is published on Convertri.

Form submitted

Fires when a form on Convertri is submitted.

CMS item updated

Fires when a CMS item is updated on Convertri.

Actions
Publish page

Publishes or updates a page on Convertri.

Create CMS item

Creates a new CMS item on Convertri.

Update content

Updates existing content on Convertri.

Turn web form submissions into CRM leads When a visitor submits a contact or inquiry form in Convertri, automatically create or update their contact profile in Close. See details
Publish customer case studies upon closing deals When a deal is marked won in Close, automatically create a new showcase story item in Convertri for your team to finalize. See details

See all Close + Convertri integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Track website content updates in sales records” between Close and Convertri?

Yes — describe it in the box above and Knit's Integrations Agent researches Close and Convertri's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Close with Convertri improve sales pipeline efficiency?

It eliminates manual data entry by converting web form submissions directly into qualified contacts and deals in your CRM.

Can updates in Close change content published on Convertri?

Yes, updates to contacts or deals can automatically modify content items or publish new pages on your website.

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