Connect Close to Close and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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How Zapier works

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

Select a trigger from Close

A trigger is an event that starts your Zap and runs the workflow. For example, with Close, a trigger could be "New Call Recording."
A trigger is the event that kicks off your automated workflow.

Setup an action from Close

An action is what takes place after the automation is triggered. For example, with Close, the action could be "Add Address to Lead."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Close to Close

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Triggers and actions are the main components of every automated workflow.

Connect Close and Close to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect Close and Close to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

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.

  • Close triggers, actions, and search
    New Call Recording

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

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    • Contact Smart View ID
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    • Custom_activity_v2_instructions
    • Custom Activity Type
    • Filled-in fields
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    • Direction
    • Template ID
    • User ID
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