CRM
Use Close stages and activities for handwritten follow-up that revives pipeline
Close stages and workflows can trigger handwritten follow-up across demos, deals, and renewals, while QR scans surface intent faster.
Connect via REST API
Visit Close
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QR scan automation
Turn Close events into follow-up.
Send handwritten mail from Close, then route QR scan engagement back into your stack for analytics, lifecycle updates, and follow-up tasks.
Trigger handwritten mail from Close
Trigger handwritten follow-up from the deal, pipeline, and lifecycle moments already managed inside Close.
- Closed won -> onboarding welcome letter
- Demo completed -> thank-you note next day
- Renewal date -> save account postcard
- Renewal or upsell trigger -> customer success note
Send QR scan events into Close
Write QR scan engagement back into Close so owners can see intent and workflows can trigger the next step.
- QR scan -> create owner task
- QR scan -> update contact intent field
- QR scan -> branch follow-up workflow
- QR scan -> log activity on the record
Trigger handwritten follow-up from Close
Connect Close and Scribeless to trigger handwritten follow-up from the deal, lifecycle, and customer milestones already tracked in your CRM. Start sends when a lead status or opportunity stage changes, then send QR scan engagement back into Close to create a task or custom activity, so owners can prioritize follow-up and workflows can react to offline intent.
