Locate "Close" within the section labeled "App & Event," and select it

Choose the specific trigger that will initiate the transfer of data to WooSender

Click "Sign in" and select your Close account

Click "Test trigger" then "Continue"

Search for WooSender and choose the latest version

Select the "Event" that will trigger this action

Configure required fields and leave the “Assignee” field as “Choose Value” for Round Robin

Click "Test action"

Verify if the test contact has been added to your WooSender account

Once the test contact has been successfully added to WooSender, click "Publish"

Locate the "tag" field in the action and select the designated tag

choose the appropriate tags that will be assigned to your leads after they are transferred to WooSender

Select "Add/Move Opportunity" within the section labeled "Event"

Select one of the options for each required field

Click "Continue" then "Test action"

Once the test opportunity has been successfully created in Woosender, click "Publish"

Select "New meeting in Close" as the trigger

Click "Action" and search "Woosender"

Configure the required trigger fields

Click "Continue" then "Test action"

Once the test appointment has been successfully created in Woosender, click "Publish"

Select "New Contact in Woosender" as the trigger that will initiate the transfer of data to Close

Select your Close. account to connect

Under "Event", select "Create contact"

Configure the required fields

Click "Continue" and then "Test action"

Select "Tag added in Woosender" as the trigger that will initiate the transfer of data to Close

Select your Close account to connect

Select the desired "Event"

Configure the required fields

Click "Continue" and then "Test action"

Select "Tag deleted in Woosender" as the trigger that will initiate the transfer of data to Close

Select your Close account to connect

Select the desired "Event"

Configure the required fields

Click "Continue" and then "Test action"

Select "Opportunity Added or Moved to Pipeline/Stage" as the trigger that will initiate the transfer of data to Close

Select your Close account to connect

Under "Event", select "Create opportunity"

Configure the required fields

Click "Continue" and then "Test action"

Select "Opportunity Deactivated or Moved to Pipeline/Stage" as the trigger that will initiate the transfer of data to Close

Select your Close account to connect

Select the desired "Event" trigger

Configure the required fields

Click "Continue" and then "Test action"

Select "Appointment created in Woosender" as the trigger that will initiate the transfer of data to Close

Select your Close account to connect

Under "Event", select "Create call"

Configure the required fields

Click "Continue" and then "Test action"

Select "Appointment cancelled in Woosender" as the trigger that will initiate the transfer of data to Close

Select your Close account to connect

Select the desired "Event" trigger

Configure the required fields

Click "Continue" and then "Test action"