Export executive report when a high-value lead is created
When a new lead enters Close, automatically generate and export a detailed analytics report in Pointagram to evaluate marketing campaign performance.
4.9/5 on G2·
Google for Startups Accelerator
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.
Pointagram Explore Pointagram →
TriggersFires when a new report or dashboard is created in Pointagram.
Fires when a tracked metric in Pointagram crosses a set threshold.
Fires when a scheduled report finishes generating in Pointagram.
Creates or refreshes a dashboard in Pointagram.
Exports a report from Pointagram.
Sends an alert when a metric changes in Pointagram.
Close Explore Close →
TriggersFires when a new lead or contact is created in Close.
Fires when a deal moves to a new stage in Close.
Fires when a deal is marked won in Close.
Fires when a field on a contact changes in Close.
Creates or updates a contact in Close.
Creates a new deal in Close.
Moves a deal to a new stage in Close.
Logs a call, email, or note against a record in Close.
More Pointagram + Close workflows
Log sales task when key metric threshold is breached
When performance metrics cross a specified boundary in Pointagram, automatically log an activity in Close so account managers can respond promptly.
See details
Refresh performance dashboards upon winning a deal
Whenever a deal is marked won in Close, prompt Pointagram to instantly refresh financial dashboards for accurate, up-to-the-minute revenue tracking.
See details
See all Pointagram + Close integrations → · Browse the full workflow library →
Common questions
Can Knit build “Export executive report when a high-value lead is created” between Pointagram and Close?
Yes — describe it in the box above and Knit's Integrations Agent researches Pointagram 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 connecting Pointagram to Close help our sales team?
It automatically logs sales milestones into Pointagram for real-time reporting and lets BI alerts update record details or log activities in Close when key thresholds are reached.
Can dashboard updates be automated when deals close in Close?
Yes, whenever key milestones like winning a deal occur in Close, Pointagram can automatically refresh dashboards or export updated reports for leadership.