Close Otter Waiver

Convert form responses into CRM contacts

When a prospect submits a new form response in Otter Waiver, automatically create or update their contact profile in Close.

Try:

See all Close + Otter Waiver 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.

Otter Waiver Explore Otter Waiver →

Triggers
New form response

Fires when a form is submitted in Otter Waiver.

Survey completed

Fires when a respondent finishes a survey in Otter Waiver.

Response updated

Fires when an existing response is edited in Otter Waiver.

Actions
Create or update form

Creates or updates a form or survey in Otter Waiver.

Retrieve a response

Looks up a specific form response in Otter Waiver.

Add a respondent

Adds a respondent or contact to a form in Otter Waiver.

Send customer feedback surveys on closed deals When a deal is marked won in Close, automatically add the customer as a respondent in Otter Waiver to gather post-sale feedback. See details
Log survey feedback directly to CRM activity logs When a customer completes a survey in Otter Waiver, automatically log the activity under their profile in Close so reps see customer sentiment. See details

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

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FAQ

Common questions

Can Knit build “Convert form responses into CRM contacts” between Close and Otter Waiver?

Yes — describe it in the box above and Knit's Integrations Agent researches Close and Otter Waiver'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.

Can form submissions automatically create deals in Close?

Yes, inbound responses from Otter Waiver can instantly generate new lead records or deals in Close without manual data entry.

Can I send survey invitations based on deal updates in Close?

Yes, when a deal is won or updated in Close, you can automatically add the contact as a respondent in Otter Waiver to collect feedback.

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