Partnero Close

Enroll new CRM leads in marketing campaigns

When a new lead is created in Close, automatically add them to an onboarding campaign in Partnero so they receive relevant marketing materials instantly.

Try:

See all Partnero + Close 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.

Partnero Explore Partnero →

Triggers
New lead captured

Fires when a new lead or contact is captured in Partnero.

Contact enters a workflow

Fires when a contact enters an automation in Partnero.

Contact updated

Fires when a field on a contact changes in Partnero.

Contact unsubscribed

Fires when a contact unsubscribes in Partnero.

Actions
Create or update a contact

Creates or updates a contact in Partnero.

Add a contact to a campaign

Adds a contact to a workflow or campaign in Partnero.

Send a message

Sends an email or message to a contact via Partnero.

Apply or remove a tag

Changes a contact's tags in Partnero.

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.

Create sales contacts from marketing leads When a new lead is captured in Partnero, automatically create a matching contact record in Close so your sales team can begin outreach. See details
Tag active deals for targeted messaging When a deal stage changes in Close, automatically apply a strategic tag to the contact in Partnero to trigger tailored follow-up messages. See details

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

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FAQ

Common questions

Can Knit build “Enroll new CRM leads in marketing campaigns” between Partnero and Close?

Yes — describe it in the box above and Knit's Integrations Agent researches Partnero 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 Partnero 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 Partnero to maintain compliance.

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