Tag active deals for targeted messaging
When a deal stage changes in Close, automatically apply a strategic tag to the contact in Delivra to trigger tailored follow-up messages.
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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.
Delivra Explore Delivra →
TriggersFires when a new lead or contact is captured in Delivra.
Fires when a contact enters an automation in Delivra.
Fires when a field on a contact changes in Delivra.
Fires when a contact unsubscribes in Delivra.
Creates or updates a contact in Delivra.
Adds a contact to a workflow or campaign in Delivra.
Sends an email or message to a contact via Delivra.
Changes a contact's tags in Delivra.
Close Explore Close →
TriggersFires when a new contact or lead is added to Close.
Fires when a field on a contact changes in Close.
Fires when a deal, case or record moves to a new stage in Close.
Fires when a deal is marked won in Close.
Creates or updates a contact in Close.
Creates a new deal in Close.
Moves a deal or record to a new stage in Close.
Logs a call, email, or note against a record in Close.
More Delivra + Close workflows
Enroll new CRM leads in marketing campaigns
When a new lead is created in Close, automatically add them to an onboarding campaign in Delivra so they receive relevant marketing materials instantly.
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Create sales contacts from marketing leads
When a new lead is captured in Delivra, automatically create a matching contact record in Close so your sales team can begin outreach.
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See all Delivra + Close integrations → · Browse the full workflow library →
Common questions
Can Knit build “Tag active deals for targeted messaging” between Delivra and Close?
Yes — describe it in the box above and Knit's Integrations Agent researches Delivra and Close'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 do Close and Delivra work together to nurture leads?
When a new lead is added in sales or marketing, prospect information is automatically synced between both platforms so your marketing team can launch targeted email sequences immediately.
Will customer unsubscribe status sync across both tools?
Yes, if a contact opts out or updates their preferences, their profile can be automatically updated across both Close and Delivra to maintain compliance.