Close integration
Connect Close so lead status changes and new opportunities can start the next step for your brokerage team, while agents keep working their leads in Close.
What Joymore does
Brokerages and teams use Close to call, email, and track leads through each status. When a lead becomes a deal, the transaction file and its compliance review live in Joymore. Connecting Close lets lead activity start the steps your team sets up.
Once Close is connected, Joymore automations can react to Close events, like a lead changing status or a new opportunity, and run Close actions, like creating or updating a lead. Joy can also work in Close when someone on your team asks her to.
What you can do
- Act on status changes. When a lead's status changes in Close, an automation can alert the person who owns the next step.
- Spot new opportunities. When a new opportunity is created in Close, an automation can let your team know so a likely deal is on their radar early.
- Keep leads current. An automation or Joy can search for a lead in Close and update it, so the record reflects what your team knows.
Available once connected
What automations can use in Close.
Events Joymore can react to
- New Custom Event
- New Lead
- New Lead Status Change
- New Opportunity
Actions Joymore can run
- Create Lead
- Custom Action
- List Lead ID Options
- List Status ID Options
- Search Leads
- Update Lead
Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.
Close and Joymore questions
How do I connect Close to Joymore?
Sign in to Joymore, open Settings, and connect your Close account. You can connect it for your whole brokerage or for a single user.
Do agents have to change how they use Close?
No. Agents keep working their leads in Close as they do today, with no extra steps.
Does Joymore replace Close?
No. Close stays where your team works leads. Joymore handles transaction files and compliance review.
