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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.

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5,000+ supported apps
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Close logo
Or pick an app to pair witharrow pointing down
Integrate Calendly with Close

Calendly

Scheduling & Booking
Integrate Google Sheets with Close

Google Sheets

Google, Spreadsheets
Integrate Webhooks by Zapier with Close

Webhooks by Zapier

Developer Tools, Zapier
Integrate Filter by Zapier with Close

Filter by Zapier

Developer Tools, Zapier
Integrate Paths by Zapier with Close

Paths by Zapier

Developer Tools, Zapier
Integrate Formatter by Zapier with Close

Formatter by Zapier

Documents, Zapier
Integrate Airtable with Close

Airtable

Databases
Integrate Slack with Close

Slack

Team Chat
Integrate OnceHub with Close

OnceHub

Scheduling & Booking
Integrate Calendly with Close

Calendly

Scheduling & Booking
Integrate Google Sheets with Close

Google Sheets

Google, Spreadsheets
Integrate Webhooks by Zapier with Close

Webhooks by Zapier

Developer Tools, Zapier
Integrate Filter by Zapier with Close

Filter by Zapier

Developer Tools, Zapier
Integrate Paths by Zapier with Close

Paths by Zapier

Developer Tools, Zapier
Integrate Formatter by Zapier with Close

Formatter by Zapier

Documents, Zapier
Integrate Calendly with Close

Calendly

Scheduling & Booking
Integrate Google Sheets with Close

Google Sheets

Google, Spreadsheets
Integrate Webhooks by Zapier with Close

Webhooks by Zapier

Developer Tools, Zapier

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Quickly automate Close integrations with Zapier's templates

  • Get Slack notifications for new Close leads

    • Close logo
    • Slack logo
    Close + Slack
    More details
    1. When this happens

      Step 1: New Lead

    2. Then do this

      Step 2: Send Channel Message

    Get Slack notifications for new Close leads

    Get Slack notifications for new Close leads
    • Close logo
    • Slack logo
    Close + Slack
  • Send new Intercom users to Close as leads

    • Intercom logo
    • Close logo
    Intercom + Close
    More details
    1. When this happens

      Step 1: New User

    2. Then do this

      Step 2: Create Lead

  • Create leads in Close from new Unbounce form submissions

    • Unbounce logo
    • Close logo
    Unbounce + Close
    More details
    1. When this happens

      Step 1: New Form Submission

    2. Then do this

      Step 2: Create Lead

  • Send newly-updated Google Sheets rows to Close as leads

    • Google Sheets logo
    • Close logo
    Google Sheets + Close
    More details
    1. When this happens

      Step 1: New or Updated Spreadsheet Row

    2. Then do this

      Step 2: Create Lead

  • Add new Wufoo entries to Close as leads

    • Wufoo logo
    • Close logo
    Wufoo + Close
    More details
    1. When this happens

      Step 1: New Entry

    2. Then do this

      Step 2: Create Lead

  • Add new Close contacts to Google Contacts

    • Close logo
    • Google Contacts logo
    Close + Google Contacts
    More details
    1. When this happens

      Step 1: New Contact

    2. Then do this

      Step 2: Create Contact

  • Post Slack messages for new Close opportunities

    • Close logo
    • Slack logo
    Close + Slack
    More details
    1. When this happens

      Step 1: New Opportunity

    2. Then do this

      Step 2: Send Channel Message

  • Create Close leads for new Gravity Forms submissions

    • Gravity Forms logo
    • Close logo
    Gravity Forms + Close
    More details
    1. When this happens

      Step 1: Form Submission

    2. Then do this

      Step 2: Create Lead

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