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Zapier makes it easy to integrate Close with ProjectManager - no code necessary. See how you can get setup in minutes.
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Close
Close
1. Choose trigger event
ProjectManager
ProjectManager
2. Choose action
1. Select the event
Setup
Test
Close
Choose a trigger event
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 "Create Project" in ProjectManager.
You’re connected!
Zapier seamlessly connects Close and ProjectManager, 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.
Create a new record or update an existing record in your app.
User
Required
Task ID
Required
Date
Required
Hours
Required
Notes
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Get Project Priorities
Gets a list of all the priorities which can be applied to a project
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Task ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Get User Roles
Get all the roles which can be assigned to a user
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Get User Teams
Get all the teams which a user can be added to
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Task ID
Required
Field ID
Required
Value
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Task ID
Required
Name
Description
Due Date
Progress
Priority
Status ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
User to Update
Required
First Name
Last Name
Phone Number
Notes
Teams
Skills
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
First Name
Last Name
Email
Assignable Users Only
Team
Skill
Role
Action
This is an event a Zap performs.
Search
Find existing data in your app
Date From
Date To
Project
Task
User
Order By
Action
This is an event a Zap performs.
Search
Find existing data in your app
First Name
Required
Last Name
Required
Email
Required
Assignable Users Only
Team
Skill
Role
Phone
Notes
Teams
Skills
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Date From
Date To
Project
Task ID
Required
User
Required
Order By
Date
Required
Hours
Required
Notes
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Close and ProjectManager with AI agents and code
Beyond Zap workflows. Call Close and ProjectManager 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 ProjectManager actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Address to Lead
Create Project
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
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.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect Close and ProjectManager 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.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Close on the Zapier blog
Make work flow with AI
Level up your Close to ProjectManager 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.
ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.
