Connect Close and Email by Zapier to power AI-driven automation No-code AI automation Full audit trails and controls SOC 2 and GDPR compliant Easy visual workflow builder 9,000+ apps, 450+ AI tools Free tier available Choose a Trigger
Choose an Action
Launch your first automated workflow Start with a template that brings Close and Email by Zapier together. Build enterprise-grade automation in minutes.
Our most popular template
Add Close leads from emails parsed by Zapier Email by Zapier + Close
Send outbound emails in Email by Zapier for new inbox items in Close Close + Email by Zapier
Send outbound emails for new Close leads using Email by Zapier Close + Email by Zapier
Send outbound emails in Email by Zapier when new sms appear in Close Close + Email by Zapier
Send outbound emails with Email by Zapier when new leads are added in Close Close + Email by Zapier
Publish custom activities in Close and send outbound emails in Email by Zapier Close + Email by Zapier
Load more
Send outbound emails with Email by Zapier for new events in Close Close + Email by Zapier
Send outbound emails in Email by Zapier when new tasks occur in Close Close + Email by Zapier
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works Zapier makes it easy to integrate Close with Email by Zapier - no code necessary. See how you can get setup in minutes.
Close
Close
Email by Zapier
Email by Zapier
1. Select the event
App
Close
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 "Send Outbound Email" in Email by Zapier.
You’re connected! Zapier seamlessly connects Close and Email by Zapier, automating your workflow.
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 Triggers & Actions
New Call Recording Triggers when a new call recording or voicemail is added to Close.
Try It New Call Triggers when a new Call is created or completed.
Try It New Contact Triggers when a new contact is created.
Try It New or Updated Custom Object Triggers when a Custom Object is created or updated.
Custom Object TypeRequired
Try It New Export Triggers when a new Export is created or completed.
Try It New Inbox Item Triggers when a new item is created in your Inbox, Done, or Future folder
Try It New Lead in Status Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.
New Status ID
Old Status ID
Trigger on Lead Creation
Try It New Meeting Triggers when a Meeting is scheduled, started, completed, canceled, or declined.
Try It New Event Triggers when a new event is created.
Try It New Opportunity in Status Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.
Try It New or Updated Workflow Subscription Triggers when a contact is subscribed to a workflow, when a workflow subscription is paused, resumed, finished, has reached its goal, or has encountered an error.
Try It New Task Triggers when a new task is created or completed.
Completed?
Assigned to User
Try It New WhatsApp Message Triggers when a new inbound WhatsApp message is created or an outbound WhatsApp message is sent.
Try It Create WhatsApp Message Creates a new WhatsApp message.
External WhatsApp Message IDRequired
Integration Link
Response To Activity ID
Activity At
Attachments
Send to Inbox
Delete Email Delete an email on a lead.
Export Activity Report to CSV Exports an activity overview or an activity comparison report to a CSV file.
Run Activity Overview Report Runs an activity overview report for your organization.
Create Bulk Email Creates a new bulk email.
Lead Smart View or (deprecated) Search QueryRequired
Exclude leads that already received this email templateRequired
Contact PreferenceRequired
Email Acccount
Create Call Creates a new call.
Contact ID
Phone Number
Direction
Duration
Outcome
Text
Recording URL
User ID
Create Contact Creates a new Contact.
Create Custom Object Creates a new Custom Object.
Custom Object TypeRequired
Custom Object NameRequired
Create Export Creates a new export of leads, opportunities, or contacts, based on a lead search query, that will be emailed to your email address.
Create Lead Creates a New Lead
Company Name
Description
URL
Status
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Contact Direct Phone
Contact Mobile Phone
Contact Home Phone
Contact Fax Phone
Contact Other Phone
Contact URL
Address Label
Address Street 1
Address Street 2
Address City
Address State
Address ZIP Code
Address Country
Note
Text
Note
Task Text
Task Due Date
Task Assignee
Note
Opportunity Status
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Date
Opportunity Note
Opportunity User
Find Number of Leads in Smart View Find the total number of leads in a given Smart View.
Lead Smart View or (deprecated) Search QueryRequired
Run Opportunity Report Runs an opportunity report for your organization. This report will return the data that you see at the top of the "Opportunities" page in Close.
Run Sent Email Report Runs a sent email report for your organization.
Create Lead Smart View Creates a new Lead Smart View.
Run Status Change Report Runs a status change report for your organization.
Select Random User Select a random user from your organization.
Group(s) to Select From
Availability
Toggle Forwarding on Phone Number Turn on and off call forwarding for a specific number.
Call Forwarding Enable/DisableRequired
Forward to Number
Update Call Updates an existing Call.
Contact
Text
Phone Number
Duration
Outcome
Recording URL
Update Custom Activity Updates an exisiting Custom Activity.
Custom Activity IDRequired
Custom Activity TypeRequired
Status
Pinned
Update Lead Updates an existing Lead.
Company Name
Description
Url
Status
Update Opportunity Updates an existing Opportunity.
Assigned to User
Contact ID
Status
Confidence
Value
Value Period
Close Date
Notes
Attachments
Update Lead Smart View Updates an existing Lead Smart View.
API Request (Beta) This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Find Connected Account Find a Connected Account you can use to send emails.
Copy_text
User ID
From Email Or Domain
From Name
Find Custom Activity Finds an existing Custom Activity.
Find Group Find an existing Group.
Find Meetings Find existing Meetings.
Date
Assigned To
Status
Title
Lead ID
Search by Meeting ID
Find Opportunities Find existing Opportunities.
Find Task Find an existing task.
Assigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
Find WhatsApp Messages Find existing WhatsApp Messages.
Find or Create Custom Activity Find or Create Custom Activity
Find or Create Lead Find or Create Lead
Find or Create Opportunity Find or Create Opportunity
Find or Create WhatsApp Message Find or Create WhatsApp Message
New Read Receipt Triggers when an email that you've enabled read receipts on via our
Try It New Call Transcript Triggers when a new call or voicemail transcript is added to Close.
Try It New Contact in Contact Smart View Triggers when a new Contact is added to a Contact Smart View.
Try It Published Custom Activity Triggers when a Custom Activity is published (saved).
Try It New Email Triggers when a new incoming Email is created or an outgoing Email is sent.
Direction
Template ID
User ID
Try It New Form Submission Triggers when a new Form Submission is created.
Try It New Lead Triggers when a new lead is created.
Try It New Lead in Smart View Triggers when a new lead is added to a Smart View.
Try It New Membership Added or Removed Triggers when a new membership is added to or removed from your Close organization.
Try It New Note Triggers when a new Note is created.
Try It New Opportunity Triggers when a new opportunity is added.
Status ID
Status Label
Status Type
Value Period
Assigned to User
Try It New SMS Triggers when a new inbound SMS is created or an outbound SMS is sent.
Try It New Unsubscribed Email Triggers when a new email address is unsubscribed from Close.
Try It Add Address to Lead Adds an address to a lead.
Address Label
Address 1
Address 2
City
State
Zipcode
Country
Delete Logged Call Delete logged call.
Delete Email Address From Contact Deletes a single email address from an existing contact.
Merge Two Leads Merges one lead into another lead.
Destination Lead IDRequired
Create Bulk Action Creates a new bulk action. You can choose from "Update the Lead Status," "Update a Custom Field," and "Clear a Custom Field".
Lead Smart View or (deprecated) Search QueryRequired
Create Bulk Workflow Subscription Action Creates a new bulk workflow subscription action.
Smart View or (deprecated) Search QueryRequired
Workflow ID
Create Call Task Creates a new Call Task.
Create Custom Activity Creates a new Custom Activity.
Custom Activity TypeRequired
Created By User
Pinned
Create Email Creates a new email.
Contact
Date Created
Date Scheduled
To
Cc
Bcc
Subject
Body Text
Body HTML
Template
Follow-Up Date
Email Account ID
Email Thread ID
Attachments
Add User Adds a new user to your Close organization.
Create Note Creates a new note.
Run Opportunity Funnel Report Runs an Opportunity Funnel report for your organization.
Report Period (range)
Report Period (dates)
Created Period (range)
Created Period (dates)
Comparison Period (range)
Comparison Period (dates)
Comparison Period (custom dates)
Smart View
Users or Groups
Create Opportunity Creates a new opportunity.
Lead
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
Attachments
Subscribe Contact to Workflow Subscribes a contact to a Workflow.
Create SMS Creates a new SMS.
Contact ID
Date Created
Date Scheduled
Text
Template
Attachments
Create Task Creates a new Task.
Assigned To
Contact
Date
Is Complete
Resubscribe Email Resubscribes an email address.
Unsubscribe Email Unsubscribes an email address.
Update Contact Updates an existing Contact.
Update Custom Object Updates an existing Custom Object.
Custom Object TypeRequired
Custom Object Name
Update Note Updates an existing Note.
Update Workflow Subscription Updates an existing Workflow Subscription.
Update Task Updates an existing Task.
Assigned To
Contact
Text
Date
Is Complete
Find Call Find an existing call.
Direction
Note
User ID
Date Range
Outcome
Find First Call on Lead
Lead ID
Or Search by Call ID
Find Contacts Find existing Contacts.
Find Custom Objects Find an existing Custom Objects.
Find Lead Find an existing lead.
Find Note Find an existing note.
Find Workflow Subscription Find an existing workflow subscription.
Workflow
Contact ID
Lead ID
Find User Find an existing Close user.
Full Name
Email
Or Search by User ID
Find or Create Contact Find or Create Contact
Find or Create Custom Object Find or Create Custom Object
Find or Create Note Find or Create Note
Find or Create Task Find or Create Task
Assigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
Assigned To
Contact
Date
Is Complete
New Inbound Email Triggers when an email is forwarded to your own custom
Account_wide_copy
Email address type
Try It Send Outbound Email Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom
Zap_id
Free_test_limitation
Body (HTML or Plain)Required
Attachment
From_name
Reply_to
Cc
Bcc
Force Linebreaks?
Enable read receipts?
Load more
For AI agents & developers
Use Close and Email by Zapier with AI agents and code Beyond Zap workflows. Call Close and Email by Zapier actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code Connect via Zapier MCP Expose Close and Email by Zapier actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
Connect Zapier MCP Typescript Call from code with the Zapier SDK Trigger Close and Email by Zapier actions from backend services, scripts, or agent code.
Install
# TypeScript / Node
npm install @zapier/zapier-sdk Run an action
import { createZapierSdk } from '@zapier/zapier-sdk';
const zapier = createZapierSdk();
await zapier.runAction({ /* close / email action */ }); Run the SDK docs There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023 93%
Customers who say using Zapier has made them better at their job
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
Practical ways you can use Close and Email by Zapier Send leads from Close to email. When a new lead is created in Close, Zapier automatically sends an email using Email by Zapier to notify your team or confirm with the lead. This ensures faster communication with prospects, supporting higher conversion rates.
Business Owner Send email alerts for new Close tasks. When a new task is created in Close, Zapier triggers an outbound email via Email by Zapier to alert the responsible IT team member. This ensures tasks are addressed promptly, improving team efficiency.
IT Notify marketing about new leads. When a new lead is added to a Close status, Zapier emails your marketing team via Email by Zapier. This helps marketing teams prioritize follow-ups and engage leads more effectively.
Marketing & Marketing Ops Learn how to automate Close on the Zapier blog
4 Close automation ideas To get the most out of Close, you need to integrate it with the rest of your tech stack and connect it automatically with your most essential revenue-building workflows. Here are five of the most popular ways to automate Close.
Learn how to automate Email by Zapier on the Zapier blog
How to automatically email files to Google Drive When you're on the go or using a shared computer, one of the easiest ways to save files is to email them to yourself. When you're back in front of your own computer, you probably upload them to Google Drive. But what if there was a better way?
With...
How to automatically save email attachments in Dropbox Want an easy way to send files to Dropbox? How about just sending an email to Dropbox with the file attached?
With Email by Zapier—Zapier's built-in email tool—and a Zap, Zapier's automated workflows, you can easily save only the attachments you want so you can quickly find them later....
How to send an email from a webhook Imagine this: let's say you've been sending one-off emails based on activity from a business-critical app. You're tired of it. So you look to see if you can automate it somehow. You check your app's built-in integrations and search for any Zapier integrations. No luck. But you notice there's a...
Load more
Make work flow with AI Level up your Close to Email by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like
OpenAI ,
Anthropic , and more.
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.
Similar apps Zendesk Sell
CRM (Customer Relationship Management)
Follow Up Boss
CRM (Customer Relationship Management)
Load more
Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.)
Have direct access to your own email servers? Check out our IMAP and SMTP services!
Connect Close to Email by Zapier on the world's largest no-code automation platform 
