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Set up your first integration
Quickly connect Close to Instantly with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Close with Instantly - no code necessary. See how you can get setup in minutes.
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 "Add Tags to Accounts" in Instantly.
You’re connected!
Zapier seamlessly connects Close and Instantly, automating your workflow.
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Frequently Asked Questions about Close + Instantly integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Close and Instantly
How does the integration between Close and Instantly work?
The integration allows you to automate workflows by connecting Close with Instantly. You can set specific triggers in Close, such as a new lead being added, which can then prompt an action in Instantly, like sending a follow-up email.
Practical ways you can use Close and Instantly
Add leads from outreach campaigns to CRM.
When a lead is added to a campaign in Instantly, Zapier automatically creates a new lead record in Close. This ensures all leads are centralized in one platform, reducing manual data entry and improving lead tracking efficiency.
Business OwnerTag engaged leads for retargeting.
When a lead replies to an email in Instantly, Zapier updates their lead status in Close. This helps the marketing team identify engaged prospects instantly, enabling more efficient retargeting efforts and improving conversion rates.
Marketing & Marketing OpsTrack lead email activity in CRM.
When a new activity occurs for a lead in Instantly, Zapier updates the corresponding lead record in Close with the relevant details. This ensures sales teams have up-to-date insights and can prioritize follow-ups effectively, shortening response times and improving the chances of conversion.
Sales OpsSupported 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.
- New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItTriggerInstant - Direction
- Completed?
Try ItTriggerInstant- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - Trigger ActionsRequired
- Custom Object TypeRequired
Try ItTriggerInstant
- Field(s) Required to Trigger
Try ItTriggerInstant- Contact Smart View IDRequired
Try ItTriggerPolling- Custom_activity_v2_instructions
- Custom Activity TypeRequired
- Filled-in fields
Try ItTriggerInstant- Direction
- Template ID
- User ID
Try ItTriggerInstant