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Quickly connect Close to Email by Zapier with a Zapier template.

Our most popular template

Add Close leads from emails parsed by Zapier
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Email by Zapier + Close
Send outbound emails in Email by Zapier for new inbox items in Close
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Close + Email by Zapier
Send outbound emails for new Close leads using Email by Zapier
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Close + Email by Zapier
Send outbound emails in Email by Zapier when new sms appear in Close
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Close + Email by Zapier
Send outbound emails with Email by Zapier when new leads are added in Close
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Close + Email by Zapier
Publish custom activities in Close and send outbound emails in Email by Zapier
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Close + Email by Zapier

Add Close leads from emails parsed by Zapier

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Email by Zapier + Close

Send outbound emails in Email by Zapier for new inbox items in Close

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Close + Email by Zapier

Send outbound emails for new Close leads using Email by Zapier

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Close + Email by Zapier

Send outbound emails in Email by Zapier when new sms appear in Close

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Close + Email by Zapier

Send outbound emails with Email by Zapier when new leads are added in Close

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Close + Email by Zapier

Publish custom activities in Close and send outbound emails in Email by Zapier

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Close + Email by Zapier

Send outbound emails with Email by Zapier for new events in Close
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Close + Email by Zapier
Send outbound emails in Email by Zapier when new tasks occur in Close
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Close + Email by Zapier

How Zapier works

Zapier makes it easy to integrate Close with Email by Zapier - no code necessary. See how you can get setup in minutes.

100%

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Call Recording" from Close.

Add your action

An action happens after the trigger—such as "Send Outbound Email" in Email by Zapier.

You’re connected!

Zapier seamlessly connects Close and Email by Zapier, automating your workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Close to Email by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Practical ways you can use Close and Email by Zapier

Send leads from Close to email.

When a new lead is created in Close, Zapier automatically sends an email using Email by Zapier to notify your team or confirm with the lead. This ensures faster communication with prospects, supporting higher conversion rates.

Business Owner

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Send email alerts for new Close tasks.

When a new task is created in Close, Zapier triggers an outbound email via Email by Zapier to alert the responsible IT team member. This ensures tasks are addressed promptly, improving team efficiency.

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Notify marketing about new leads.

When a new lead is added to a Close status, Zapier emails your marketing team via Email by Zapier. This helps marketing teams prioritize follow-ups and engage leads more effectively.

Marketing & Marketing Ops

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Trigger
Instant
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- Direction
- Completed?
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Trigger Actions
  Required
- Custom Object Type
  Required
Trigger
Instant
Try It
- Completed?
Trigger
Instant
Try It
- Status ID
Trigger
Instant
Try It
- Limitations
- Lead Smart View
- Query
Trigger
Polling
Try It
- Added or Removed?
Trigger
Instant
Try It
- Note Text
Trigger
Polling
Try It
- Status ID
- Status (Label)
- Status Type
- Value Period
- User ID
Trigger
Instant
Try It
- Direction
- User ID
Trigger
Instant
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New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Trigger
Instant
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- Call ID
  Required
Action
Write
- Call ID
  Required
- Email Address
  Required
Action
Write
- Source Lead ID
  Required
- Destination Lead ID
  Required
Action
Write
- Send Done Email
  Required
- Type
- Lead Smart View or (deprecated) Search Query
  Required
Action
Write
- Action Type
  Required
- Lead Smart View or (deprecated) Search Query
  Required
- Sequence
- Send Done Email
  Required
Action
Write
- Lead ID
  Required
- Name
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
Action
Write
- Lead ID
  Required
- Custom Object Type
  Required
- Name
Action
Write
- Type
- Format
  Required
- Query
- Fields
- Include Activities
- Include Smart Fields
Action
Write
- Name
- Description
- Url
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Note Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
Action
Write
- Query
Action
Write
- Query
- Lead Smart View or (deprecated) Search Query
- Status Types
- Statuses
- User ID
- Start Date
- End Date
- Or Use a Date Range Label
Action
Write
- User ID
- Start Date
- End Date
- Or Use a Date Range Label
Action
Write
- Name
- Query
- Share With Specific Users
- Or Share With Organization
Action
Write
- Report Type
  Required
- Query
- Start Date
- End Date
- Or Use a Date Range Label
- User ID
Action
Write
- Group(s) to Select From
- Availability
Action
Write
- Call ID
  Required
- Call Forwarding Enable/Disable
  Required
- Forward to Number
Action
Write
- Call ID
  Required
- Contact ID
- Note Text
- Phone Number
- Duration
- Recording URL
Action
Write
- Custom Activity ID
  Required
- Custom Activity Type
  Required
- Status
Action
Write
- Lead ID
  Required
- Name
- Description
- Url
- Status
Action
Write
- Opportunity ID
  Required
- User ID
- Contact ID
- Status ID
- Confidence
- Value
- Value Period
- Close Date
- Note Text
- Attachments
Action
Write
- Call ID
  Required
- Name
- Query
- Share With Specific Users
- Or Share With Organization
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- Url
- Query string parameters
- Additional request headers
- Body
Action
Write
- Copy_text
- User ID
- From Email Or Domain
- From Name
Action
Search
- Custom Activity Type
  Required
- Status
- Lead ID
  Required
- Custom Activity ID
  Required
Action
Search
- Contact Name
- Group ID
Action
Search
- Result Limit
  Required
- Date
- Assigned To
- Status
- Contact Title
- Lead ID
- Search by Meeting ID
Action
Search
- Status
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Assigned To
- Note Contains Words Starting With...
- Lead ID
  Required
- Opportunity ID
  Required
Action
Search
- Task Assignee
- Task Due Date
- Task Text
- Is Complete
- Lead ID
- Task ID
  Required
Action
Search
- Result Limit
  Required
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Contact ID
- Lead ID
  Required
- Name
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
Action
Search or write
- Result Limit
  Required
- Custom Object Type
  Required
- Lead ID
- Contact Name
- Custom Object ID
  Required
- Lead ID
  Required
- Custom Object Type
  Required
- Name
Action
Search or write
- Note Contains Words Starting With...
- Lead ID
  Required
- Note ID
  Required
- Text Type
  Required
- Attachments
Action
Search or write
- Task Assignee
- Task Due Date
- Task Text
- Is Complete
- Lead ID
- Task ID
  Required
- User ID
- Lead ID
  Required
- Date
- Text
- Complete
Action
Search or write
- Setup Directions
Trigger
Instant
Try It

- Field(s) Required to Trigger
Trigger
Instant
Try It
- Contact Smart View ID
  Required
Trigger
Polling
Try It
- Custom_activity_v2_instructions
- Custom Activity Type
  Required
- Filled-in fields
Trigger
Instant
Try It
- Direction
- Template ID
- User ID
Trigger
Instant
Try It
- Type
- User ID
Trigger
Instant
Try It
- New Status ID
- Old Status ID
- Trigger on Lead Creation
Trigger
Instant
Try It
- Statuses
Trigger
Instant
Try It
- Object Type
  Required
- Action
  Required
- User ID
- Changed Fields
Trigger
Instant
Try It
- New Status ID
- New Status Type
- Old Status ID
- Old Status Type
- Trigger on Opportunity Creation
Trigger
Instant
Try It
- Sequence
- Action
  Required
Trigger
Instant
Try It
- Complete
- Assigned to User
Trigger
Instant
Try It
- Lead ID
  Required
- Address Label
- Address 1
- Address 2
- City
- State
- Zipcode
- Country
Action
Write
- Call ID
  Required
Action
Write
- Type
- Metrics
  Required
- Date Range
  Required
- Users
- groups
- Query
Action
Write
- Metrics
  Required
- Date Range
  Required
- Users
- groups
- Query
Action
Write
- Template ID
- Lead Smart View or (deprecated) Search Query
  Required
- Exclude leads that already received this email template
  Required
- Contact Preference
  Required
- Send Done Email
  Required
- Email Acccount
Action
Write
- Lead ID
  Required
- Contact ID
- Phone Number
- Direction
- Duration
- Note Text
- Recording URL
- User ID
Action
Write
- Lead ID
  Required
- Custom Activity Type
  Required
- User ID
- Status
Action
Write
- Lead ID
  Required
- Contact ID
- Status
- Date Created
- Date Scheduled
- To
- Cc
- Bcc
- Subject
- Body Text
- Body HTML
- Template ID
- Follow-Up Date
- Email Acccount
- Attachments
Action
Write
- Email Address
  Required
- Role
  Required
Action
Write
- Lead ID
  Required
- Text Type
  Required
- Attachments
Action
Write
- Report breakdown
  Required
- Pipeline
  Required
- Type
- Report Period (range)
- Report Period (dates)
- Created Period (range)
- Created Period (dates)
- Comparison Period (range)
- Comparison Period (dates)
- Comparison Period (custom dates)
- Smart View
- Users or Groups
Action
Write
- Lead ID
  Required
- Status ID
- Confidence
- Value
- Value Period
- Close Date
- Note Text
- User ID
- Contact ID
- Attachments
Action
Write
- Contact ID
- Sequence
- Send emails from
- Assign calls to
- Send SMS from
Action
Write
- Lead ID
  Required
- Contact ID
- Date Created
- Status
- Date Scheduled
- Local Phone
  Required
- Remote Phone
  Required
- Text
- Template ID
- Source Lead ID
  Required
- Attachments
Action
Write
- User ID
- Lead ID
  Required
- Date
- Text
- Complete
Action
Write
- Email Address
  Required
Action
Write
- Email Address
  Required
Action
Write
- Contact ID
- Name
- Title
- Email Addresses
- Phone Numbers
- Urls
- Add to or Replace
Action
Write
- Custom Object ID
  Required
- Custom Object Type
  Required
- Name
Action
Write
- Note ID
  Required
- Text Type
  Required
Action
Write
- Call ID
  Required
- Status
Action
Write
- Task ID
  Required
- Assigned to User
- Text
- Date
- Complete
Action
Write
- Direction
- Note Text
- User ID
- Or Use a Date Range Label
- Find First Call on Lead
- Lead ID
  Required
- Call ID
  Required
Action
Search
- Result Limit
  Required
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Contact ID
Action
Search
- Result Limit
  Required
- Custom Object Type
  Required
- Lead ID
- Contact Name
- Custom Object ID
  Required
Action
Search
- Company Name
- Exact or Partial Match?
- Company URL
- Email Address
  Required
- Phone Number
- Lead ID
  Required
- Query
Action
Search
- Note Contains Words Starting With...
- Lead ID
  Required
- Note ID
  Required
Action
Search
- Sequence
- Contact ID
- Lead ID
  Required
Action
Search
- Full Name
- Email
- User ID
Action
Search
- Custom Activity Type
  Required
- Status
- Lead ID
  Required
- Custom Activity ID
  Required
- Custom Activity Type
  Required
- User ID
- Status
Action
Search or write
- Company Name
- Exact or Partial Match?
- Company URL
- Email Address
  Required
- Phone Number
- Lead ID
  Required
- Query
- Name
- Description
- Url
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Note Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
Action
Search or write
- Status
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Assigned To
- Note Contains Words Starting With...
- Lead ID
  Required
- Opportunity ID
  Required
- Status ID
- Confidence
- Value
- Value Period
- Close Date
- Note Text
- User ID
- Contact ID
- Attachments
Action
Search or write
New Inbound Email
Triggers when an email is forwarded to your own custom
Trigger
Instant
Try It
- Zap_id
- Free_test_limitation
- To
- Subject
- Body
- Attachment
- From Name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write

Learn how to automate Close on the Zapier blog

Learn how to automate Email by Zapier on the Zapier blog

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Learn moreLearn moreHelpHelp

Related categories

Email Zapier

Connect Close and Email by Zapier to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Add Close leads from emails parsed by Zapier

Send outbound emails in Email by Zapier for new inbox items in Close

Send outbound emails for new Close leads using Email by Zapier

Send outbound emails in Email by Zapier when new sms appear in Close

Send outbound emails with Email by Zapier when new leads are added in Close

Publish custom activities in Close and send outbound emails in Email by Zapier

Add Close leads from emails parsed by Zapier

Send outbound emails in Email by Zapier for new inbox items in Close

Send outbound emails for new Close leads using Email by Zapier

Send outbound emails in Email by Zapier when new sms appear in Close

Send outbound emails with Email by Zapier when new leads are added in Close

Publish custom activities in Close and send outbound emails in Email by Zapier

Send outbound emails with Email by Zapier for new events in Close

Send outbound emails in Email by Zapier when new tasks occur in Close

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Practical ways you can use Close and Email by Zapier

Send leads from Close to email.

Send email alerts for new Close tasks.

Notify marketing about new leads.

Supported triggers and actions

Learn how to automate Close on the Zapier blog

4 Close automation ideas

Learn how to automate Email by Zapier on the Zapier blog

How to automatically email files to Google Drive

How to automatically save email attachments in Dropbox

How to send an email from a webhook

Connect Close to Email by Zapier on the world's largest no-code automation platform