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Set up your first integration
Quickly connect Close to lemlist with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Close with lemlist - no code necessary. See how you can get setup in minutes.
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 "Enrich Lead" in lemlist.
You’re connected!
Zapier seamlessly connects Close and lemlist, 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.
- New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItTriggerInstant - Direction
- Completed?
Try ItTriggerInstant- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - Trigger ActionsRequired
- Custom Object TypeRequired
Try ItTriggerInstant
- Field(s) Required to Trigger
Try ItTriggerInstant- Contact Smart View IDRequired
Try ItTriggerPolling- Custom_activity_v2_instructions
- Custom Activity TypeRequired
- Filled-in fields
Try ItTriggerInstant- Direction
- Template ID
- User ID
Try ItTriggerInstant
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Learn how to automate Close on the Zapier blog
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Frequently Asked Questions about Close + lemlist integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Close and lemlist
How do I set up an integration between Close and lemlist?
To set up an integration between Close and lemlist, you can use our automation platform to connect the two apps. First, create a new Zap and select Close as the trigger app. Choose a specific event in Close that will initiate the workflow, such as 'New Lead' or 'Updated Opportunity.' Then, set lemlist as your action app and select what you'd like it to do in response, like sending a personalized email campaign or adding a lead to an existing flow.
What triggers can I use in Close for my integration with lemlist?
Within your integration setup, you can use several triggers from Close such as 'New Lead,' 'Lead Stage Changed,' or 'New Email Opened.' These triggers will initiate actions in lemlist, allowing for seamless workflows between lead management and email marketing.
What actions can be performed in lemlist once triggered by Close?
When a trigger from Close is fired, you can perform various actions in lemlist like sending automated email sequences, adding leads to specific campaigns, or updating lead information based on interactions tracked within Close.
Can I update contact information in lemlist automatically when there are changes in Close?
Yes, by setting up an appropriate workflow where updates in contact fields like name or email address in Close trigger updates of corresponding fields in lemlist. This ensures that your contact data remains consistent across both platforms.
Is it possible to tailor email campaigns in lemlist based on lead stages from Close?
Certainly! By using the 'Lead Stage Changed' trigger from Close, you can configure tailored actions within lemlist. For instance, when a lead progresses to the 'Interested' stage, they could be automatically enrolled into a personalized follow-up sequence.
How do we handle errors during the automation process between these integrations?
We've implemented robust error handling processes that include detailed logs and notifications whenever an error occurs. Within our platform's dashboard settings for your integration between Close and lemlist, you can check any reported issues and take corrective actions accordingly.
Are there any pre-built templates available for integrating Close with lemlist?
Yes, we offer several pre-built templates designed to quickly integrate common scenarios between Close and lemlist. These templates cover typical workflows like lead nurturing campaigns and follow-up reminders that save time during initial setup.