Log sent campaigns on CRM deal records
When a campaign is sent in YCloud, automatically log an activity on the corresponding deal in Close for sales tracking.
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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.
YCloud Explore YCloud →
TriggersFires when YCloud captures a new lead or sign-up.
Fires when someone views, clicks or completes something in YCloud.
Fires when a post, page or asset is published from YCloud.
Creates or updates a contact or lead in YCloud.
Adds a contact to a campaign, audience or segment in YCloud.
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 YCloud + Close workflows
Enroll new CRM leads into marketing segments
When a lead is created in Close, automatically add them to a welcome segment in YCloud to start outreach.
See details
Subscribe contacts after winning deals
When a deal is won in Close, automatically add the customer as a subscriber in YCloud to send welcoming newsletters.
See details
See all YCloud + Close integrations → · Browse the full workflow library →
Common questions
Can Knit build “Log sent campaigns on CRM deal records” between YCloud and Close?
Yes — describe it in the box above and Knit's Integrations Agent researches YCloud 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 YCloud with Close help sales representatives?
Marketing emails sent from YCloud 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 YCloud.