Connect Close and Notion to unlock the power of automation
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Set up your first integration
Quickly connect Close to Notion with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Close with Notion - 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 "Add Block to Page" in Notion.
You’re connected!
Zapier seamlessly connects Close and Notion, 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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Connect Close and Notion 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
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Close on the Zapier blog
Learn how to automate Notion on the Zapier blog
Frequently Asked Questions about Close + Notion integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Close and Notion
What is needed to integrate Close with Notion?
To integrate Close with Notion, you'll need active accounts on both platforms and access to a tool like Zapier that facilitates automation between them. Additionally, you'll require familiarity with triggers and actions that you want to set up for the integration.
How can I create a trigger from Close to Notion?
You can create a trigger by selecting an event in Close, such as 'New Lead' or 'Lead Updated.' When this event occurs, it will initiate an action in Notion, like creating a new database item or updating an existing note.
What types of actions can be performed in Notion when using triggers from Close?
Once a trigger from Close is activated, actions such as creating new pages, updating database items, or adding comments to existing notes in Notion can be performed automatically.
Can I update information in a Notion database when I change something in Close?
Yes, you can set up an action so that whenever specific data fields are updated in Close—like lead statuses—the corresponding entries in your Notion database are automatically updated.
Is it possible to incorporate multi-step automation between Close and Notion?
Absolutely. You can create multi-step Zaps where one event leads to multiple actions. For instance, after logging a new call on Close, you might update your project tracker and set up reminders on Notion all at once.
How do we handle error notifications while integrating these two platforms?
We ensure that if there are issues during the automation process between Close and Notion—such as authentication failures or data mismatches—you'll receive detailed error notifications via email or within our platform interface.
Can custom fields from Close be mapped into special properties in Notion?
Yes, custom fields created within Close can be mapped directly into corresponding properties within your databases or pages in Notion through the setup of tailored actions.
