Loading

Close Integrations

CRM (Customer Relationship Management)

Do more with Close integrations

Zapier lets you connect Close with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Connect to 5,000+ apps
  • Free forever for core features
  • 14 day trial for premium features & apps
Close logo
Close logo
Or pick an app to pair witharrow pointing down
Integrate Calendly with CloseIntegrate Calendly with Close

Calendly

Scheduling & Booking
Integrate Google Sheets with CloseIntegrate Google Sheets with Close

Google Sheets

Google, Spreadsheets
Integrate Webhooks by Zapier with CloseIntegrate Webhooks by Zapier with Close

Webhooks by Zapier

Developer Tools, Zapier
Integrate Filter by Zapier with CloseIntegrate Filter by Zapier with Close

Filter by Zapier

Developer Tools, Zapier
Integrate Paths by Zapier with CloseIntegrate Paths by Zapier with Close

Paths by Zapier

Developer Tools, Zapier
Integrate Formatter by Zapier with CloseIntegrate Formatter by Zapier with Close

Formatter by Zapier

Documents, Zapier
Integrate Slack with CloseIntegrate Slack with Close

Slack

Team Chat
Integrate OnceHub with CloseIntegrate OnceHub with Close

OnceHub

Scheduling & Booking
Integrate Typeform with CloseIntegrate Typeform with Close

Typeform

Forms & Surveys
Integrate Calendly with CloseIntegrate Calendly with Close

Calendly

Scheduling & Booking
Integrate Google Sheets with CloseIntegrate Google Sheets with Close

Google Sheets

Google, Spreadsheets
Integrate Webhooks by Zapier with CloseIntegrate Webhooks by Zapier with Close

Webhooks by Zapier

Developer Tools, Zapier
Integrate Filter by Zapier with CloseIntegrate Filter by Zapier with Close

Filter by Zapier

Developer Tools, Zapier
Integrate Paths by Zapier with CloseIntegrate Paths by Zapier with Close

Paths by Zapier

Developer Tools, Zapier
Integrate Formatter by Zapier with CloseIntegrate Formatter by Zapier with Close

Formatter by Zapier

Documents, Zapier
Integrate Calendly with CloseIntegrate Calendly with Close

Calendly

Scheduling & Booking
Integrate Google Sheets with CloseIntegrate Google Sheets with Close

Google Sheets

Google, Spreadsheets
Integrate Webhooks by Zapier with CloseIntegrate Webhooks by Zapier with Close

Webhooks by Zapier

Developer Tools, Zapier
Integrate Filter by Zapier with CloseIntegrate Filter by Zapier with Close

Filter by Zapier

Developer Tools, Zapier
Integrate Paths by Zapier with CloseIntegrate Paths by Zapier with Close

Paths by Zapier

Developer Tools, Zapier
Integrate Formatter by Zapier with CloseIntegrate Formatter by Zapier with Close

Formatter by Zapier

Documents, Zapier
Integrate Slack with CloseIntegrate Slack with Close

Slack

Team Chat
Integrate OnceHub with CloseIntegrate OnceHub with Close

OnceHub

Scheduling & Booking
Integrate Typeform with CloseIntegrate Typeform with Close

Typeform

Forms & Surveys

Top companies trust Zapier to automate work and free up time

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.


OR

By signing up, you agree to Zapier's terms of service and privacy policy.


OR

By signing up, you agree to Zapier's terms of service and privacy policy.

Quickly automate Close integrations with Zapier's templates

  • Send new Intercom users to Close as leads

    Details
    • Intercom logo
    • Close logo
    Intercom + Close
  • Create Close leads for new Gravity Forms submissions

    • Gravity Forms logo
    • Close logo
    Gravity Forms + Close
  • Get Slack notifications for new Close leads

    • Close logo
    • Slack logo
    Close + Slack
  • Create leads in Close from new OnceHub bookings

    • OnceHub logo
    • Close logo
    OnceHub + Close
  • Update new Close leads with personal and company data from Clearbit

    • Close logo
    • Close logo
    Close
  • Create leads in Close from new Unbounce form submissions

    • Unbounce logo
    • Close logo
    Unbounce + Close
  • Add new Leadfeeder leads to Close as leads

    • Dealfront logo
    • Close logo
    Dealfront + Close
  • Add new Wufoo entries to Close as leads

    • Wufoo logo
    • Close logo
    Wufoo + Close

Send new Intercom users to Close as leads

Try it
  • Intercom logo
  • Close logo
Intercom + Close

Create Close leads for new Gravity Forms submissions

  • Gravity Forms logo
  • Close logo
Gravity Forms + Close

Get Slack notifications for new Close leads

  • Close logo
  • Slack logo
Close + Slack

Create leads in Close from new OnceHub bookings

  • OnceHub logo
  • Close logo
OnceHub + Close

Update new Close leads with personal and company data from Clearbit

  • Close logo
  • Close logo
Close

Create leads in Close from new Unbounce form submissions

  • Unbounce logo
  • Close logo
Unbounce + Close

Add new Leadfeeder leads to Close as leads

  • Dealfront logo
  • Close logo
Dealfront + Close

Add new Wufoo entries to Close as leads

  • Wufoo logo
  • Close logo
Wufoo + Close

Supported triggers and actions

What does this mean?
  • Close triggers, actions, and search

    New Call Recording

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

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

      The ID of the Contact Smart View you want to use. Contacts in the Smart View will automatically be sorted by date_created descending for Zapier deduplication purposes.

    Trigger
    Scheduled
    Try It
    • Testing Instructions

      Note About Finding Test Data: This trigger uses the Close Event Log to find testing data. Since Custom Activities generate a lot of events, you may have trouble finding testing data that exactly matches your selected filters. If that's the case, go into Close, create or update a Custom Activity in a way that matches your filters, and then come back to Zapier and test again.

    • Custom Activity TypeRequired

      Select the Custom Activity Type you want to trigger on. You can go to the Custom Activities settings page in Close to create a new type.

    • Trigger ActionsRequired

      Select the Custom Activity actions you want to trigger on. Created will trigger when a Custom Activity of the selected type is created and Updated will trigger when a Custom Activity of the selected type is updated.

    • Status

      Use this field to only trigger on Custom Activities that are in the selected status. Leave this field blank to trigger on both draft and published activities.

    Trigger
    Instant
    Try It
    • Completed?

      Use this field to only trigger when an export is completed. If left blank, the Zap will trigger when an export is first created.

    Trigger
    Instant
    Try It
    • Direction

      Use this field to only trigger your Zap on inbound or outbound calls.

    • Completed?

      Use this filter to only trigger on completed calls. If left blank, this Zap will only trigger when a new call is created.

    Trigger
    Instant
    Try It
    • Direction

      Use this field to only trigger your Zap on incoming or outgoing emails.

    • Template ID

      Use this field to only trigger on emails where a specific template was sent.

    • User ID

      Use this field to only trigger on emails to/from a specific user.

    Trigger
    Instant
    Try It
    • Type

      Filter inbox items by item type. Click here for more information about item types.

      You can select more than one.

    • User IDRequired

      Select your User from the dropdown.

    Trigger
    Instant
    Try It