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

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Close
Close logo
Close
1. Choose trigger event
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Instantly
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Instantly
2. Choose action
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1. Select the event
Setup
Test
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Close
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 "Add Tags to Accounts" in Instantly.

You’re connected!

Zapier seamlessly connects Close and Instantly, automating your workflow.

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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

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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 Owner
Tag 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 Ops
Track 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 Ops

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
  • Close triggers, actions, and search
    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
    Try It
    • Direction
    • Completed?
    Trigger
    Instant
    Try It
    • Trigger Actions
      Required
    • Custom Object Type
      Required
    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

Learn how to automate Close on the Zapier blog

Learn how to automate Instantly on the Zapier blog

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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.
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instantly logo
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About Instantly
Instantly is an email automation platform that helps scale outreach campaigns.
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