When new survey lead in Omniconvert Explore, sync it to Close.

When a new survey lead is collected in Omniconvert Explore, create a new contact and lead in Close CRM.

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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.

Omniconvert Explore Explore Omniconvert Explore →

Triggers

New lead captured

Fires when Omniconvert Explore captures a new lead or sign-up.

Engagement recorded

Fires when someone views, clicks or completes something in Omniconvert Explore.

Content published

Fires when a post, page or asset is published from Omniconvert Explore.

Actions

Create or update a contact

Creates or updates a contact or lead in Omniconvert Explore.

Add to a campaign or audience

Adds a contact to a campaign, audience or segment in Omniconvert Explore.

Close Explore Close →

Triggers

New contact or lead

Fires when a new contact or lead is added to Close.

Contact updated

Fires when a field on a contact changes in Close.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Close.

Deal won

Fires when a deal is marked won in Close.

Actions

Create or update contact

Creates or updates a contact in Close.

Create deal

Creates a new deal in Close.

Update record stage

Moves a deal or record to a new stage in Close.

Log activity

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

Enroll new CRM leads into marketing segments When a lead is created in Close, automatically add them to a welcome segment in Omniconvert Explore to start outreach. See details

Log sent campaigns on CRM deal records When a campaign is sent in Omniconvert Explore, automatically log an activity on the corresponding deal in Close for sales tracking. See details

Subscribe contacts after winning deals When a deal is won in Close, automatically add the customer as a subscriber in Omniconvert Explore to send welcoming newsletters. See details

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

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FAQ

Common questions

Can Knit build “When new survey lead in Omniconvert Explore, sync it to Close.” between Omniconvert Explore and Close?

Yes — describe it in the box above and Knit's Integrations Agent researches Omniconvert Explore 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 does integrating Omniconvert Explore with Close help sales representatives?

Marketing emails sent from Omniconvert Explore can automatically log activities on CRM contacts or deals in Close, providing sales reps full visibility.

Can new sales prospects automatically enter marketing campaigns?

Yes, creating a new lead or deal in Close can immediately add the contact as a subscriber in Omniconvert Explore.