Close Integrations

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Zapier allows you to instantly connect Close with 3,000+ apps to automate your work and find productivity super powers.

Choose an app to connect with Close

Integrate Google Sheets with Close

Google Sheets

Google +1Google, Spreadsheets
Integrate Calendly with Close

Calendly

Scheduling & Booking
Integrate ScheduleOnce with Close

ScheduleOnce

Scheduling & Booking
Integrate Slack with Close

Slack

Team Chat
Integrate ActiveCampaign with Close

ActiveCampaign

Marketing Automation
Integrate Gmail with Close

Gmail

Email +1Email, Google
Integrate Airtable with Close

Airtable

Databases
Integrate Facebook Lead Ads with Close

Facebook Lead Ads

Ads & Conversion +2Ads & Conversion, Facebook, Premium
Integrate ClickFunnels with Close

ClickFunnels

Marketing Automation
Integrate JotForm with Close

JotForm

Forms & Surveys
Integrate HubSpot with Close

HubSpot

Marketing Automation
Integrate Wufoo with Close

Wufoo

Forms & Surveys
Integrate Keap Max Classic with Close

Keap Max Classic

Marketing Automation +1Marketing Automation, Premium
Integrate Unbounce with Close

Unbounce

Forms & Surveys
Integrate Mailchimp with Close

Mailchimp

Email Newsletters
Integrate Intercom with Close

Intercom

Customer Support
Integrate Acuity Scheduling with Close

Acuity Scheduling

Scheduling & Booking
Integrate Stripe with Close

Stripe

Payment Processing
Integrate Google Calendar with Close

Google Calendar

Calendar +1Calendar, Google
Integrate Google Forms with Close

Google Forms

Forms & Surveys +1Forms & Surveys, Google
Integrate WebinarJam / EverWebinar with Close

WebinarJam / EverWebinar

Webinars
Integrate PostgreSQL with Close

PostgreSQL

Databases +1Databases, Premium
Integrate Drip with Close

Drip

Drip Emails
Integrate Instapage with Close

Instapage

Forms & Surveys
Integrate Asana with Close

Asana

Project Management
Integrate Typeform with Close

Typeform

Forms & Surveys
Integrate Klick-Tipp with Close

Klick-Tipp

Marketing Automation
Integrate Webflow with Close

Webflow

Website Builders
Integrate Trello with Close

Trello

Project Management
Integrate Drift with Close

Drift

Customer Support
Integrate Woodpecker.co with Close

Woodpecker.co

Drip Emails
Integrate Landbot with Close

Landbot

Marketing Automation
Integrate Google Drive with Close

Google Drive

File Management & Storage +1File Management & Storage, Google
Integrate Twilio with Close

Twilio

Phone & SMS
Integrate Ontraport with Close

Ontraport

Marketing Automation
Integrate YouCanBook.Me with Close

YouCanBook.Me

Scheduling & Booking
Integrate Verse with Close

Verse

Sales & CRM
Integrate Digistore24 with Close

Digistore24

Marketing Automation
Integrate Zendesk with Close

Zendesk

Customer Support +1Customer Support, Premium
Integrate Podio with Close

Podio

Project Management
Integrate Mailgun with Close

Mailgun

Transactional Email
Integrate Autopilot Journeys with Close

Autopilot Journeys

Marketing Automation
Integrate Squarespace with Close

Squarespace

Forms & Surveys
Integrate Gravity Forms with Close

Gravity Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Plecto with Close

Plecto

Dashboards
Integrate Reply with Close

Reply

Marketing Automation
Integrate Shopify with Close

Shopify

eCommerce +1eCommerce, Premium
Integrate Seamless AI with Close

Seamless AI

Contact Management
Integrate DocuSign with Close

DocuSign

Signatures
Integrate LinkedIn Lead Gen Forms with Close

LinkedIn Lead Gen Forms

Ads & Conversion +2Ads & Conversion, Microsoft, Premium
Integrate Better Proposals with Close

Better Proposals

Proposal & Invoice Management
Integrate Mailparser with Close

Mailparser

Email
Integrate Formsite with Close

Formsite

Forms & Surveys
Integrate Leadpages with Close

Leadpages

Forms & Surveys
Integrate Customer.io with Close

Customer.io

Marketing Automation
Integrate Mailshake with Close

Mailshake

Drip Emails
Integrate Help Scout with Close

Help Scout

Customer Support
Integrate Kajabi with Close

Kajabi

eCommerce
Integrate QuickBooks Online with Close

QuickBooks Online

Accounting +1Accounting, Premium
Integrate GoToWebinar with Close

GoToWebinar

Premium +1Premium, Webinars
Integrate JustCall with Close

JustCall

Phone & SMS
Integrate RingCentral with Close

RingCentral

Phone & SMS
Integrate Salesforce with Close

Salesforce

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate DocSend with Close

DocSend

Ads & Conversion
Integrate lemlist with Close

lemlist

Drip Emails
Integrate Slybroadcast with Close

Slybroadcast

Phone & SMS
Integrate Hunter with Close

Hunter

Contact Management
Integrate FormKeep with Close

FormKeep

Forms & Surveys
Integrate Microsoft Outlook with Close

Microsoft Outlook

Email +1Email, Microsoft
Integrate Paperform with Close

Paperform

Forms & Surveys
Integrate Clearbit with Close

Clearbit

Contact Management
Integrate Outgrow with Close

Outgrow

Forms & Surveys
Integrate monday.com with Close

monday.com

Project Management
Integrate LinkedIn with Close

LinkedIn

Microsoft +1Microsoft, Social Media Accounts
Integrate Netlify with Close

Netlify

Website Builders
Integrate Kartra with Close

Kartra

Marketing Automation
Integrate Dropbox with Close

Dropbox

File Management & Storage
Integrate Ninja Forms with Close

Ninja Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Campaign Monitor with Close

Campaign Monitor

Email Newsletters
Integrate Wix Automations with Close

Wix Automations

CRM (Customer Relationship Management)
Integrate Highrise with Close

Highrise

CRM (Customer Relationship Management)
Integrate ThriveCart with Close

ThriveCart

Beta +1Beta, eCommerce
Integrate Google Contacts with Close

Google Contacts

Contact Management +1Contact Management, Google
Integrate ManyChat with Close

ManyChat

Social Media Marketing
Integrate Pipedrive with Close

Pipedrive

CRM (Customer Relationship Management)
Integrate WPForms with Close

WPForms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Myphoner with Close

Myphoner

Call Tracking
Integrate Zoho CRM with Close

Zoho CRM

CRM (Customer Relationship Management) +2CRM (Customer Relationship Management), Premium, Zoho
Integrate MySQL with Close

MySQL

Databases +1Databases, Premium
Integrate Xero with Close

Xero

Accounting +1Accounting, Premium
Integrate Leadfeeder with Close

Leadfeeder

CRM (Customer Relationship Management)
Integrate Todoist with Close

Todoist

Task Management
Integrate POWR Form Builder with Close

POWR Form Builder

eCommerce
Integrate SignEasy with Close

SignEasy

Signatures
Integrate ClickUp with Close

ClickUp

Project Management
Integrate ConvertKit with Close

ConvertKit

Drip Emails
Integrate SamCart with Close

SamCart

eCommerce
Integrate Cognito Forms with Close

Cognito Forms

Forms & Surveys
Integrate Basecamp 3 with Close

Basecamp 3

Project Management
Integrate Demio with Close

Demio

Webinars
Integrate WhatConverts with Close

WhatConverts

CRM (Customer Relationship Management)
Integrate PandaDoc with Close

PandaDoc

Documents
Integrate ClickSend SMS with Close

ClickSend SMS

Phone & SMS
Integrate Smartsheet with Close

Smartsheet

Spreadsheets
Integrate Formstack with Close

Formstack

Forms & Surveys
Integrate SurveyMonkey with Close

SurveyMonkey

Forms & Surveys
Integrate SmartReach with Close

SmartReach

Email
Integrate Freshdesk with Close

Freshdesk

Customer Support
Integrate Microsoft Excel with Close

Microsoft Excel

Microsoft +1Microsoft, Spreadsheets
Integrate Zoom with Close

Zoom

Video Conferencing
Integrate Mojo with Close

Mojo

CRM (Customer Relationship Management)
Integrate Proposify with Close

Proposify

Proposal & Invoice Management
Integrate Recurly with Close

Recurly

eCommerce +1eCommerce, Payment Processing
Integrate HighLevel with Close

HighLevel

Marketing Automation
Integrate LiveChat with Close

LiveChat

Customer Support
Integrate Apptoto with Close

Apptoto

Beta +1Beta, Calendar
Integrate AWeber with Close

AWeber

Email Newsletters
Integrate Snov.io with Close

Snov.io

CRM (Customer Relationship Management)
Integrate Evernote with Close

Evernote

Notes
Integrate PayPal with Close

PayPal

Payment Processing +1Payment Processing, Premium
Integrate Facebook Messenger with Close

Facebook Messenger

Facebook +1Facebook, Social Media Marketing
Integrate Amazon SNS with Close

Amazon SNS

Amazon +2Amazon, Notifications, Premium
Integrate Eventbrite with Close

Eventbrite

Event Management
Integrate Klaviyo with Close

Klaviyo

Marketing Automation

Connect Close to 3,000+ Apps

  • Close logoSlack logo

    Get Slack notifications for new Close leads

    Close + Slack

  • Facebook Lead Ads logoClose logo

    Add new Facebook Lead Ads leads to Close

    Facebook Lead Ads + Close

  • Mailchimp logoClose logo

    Create new Close leads from Mailchimp subscribers

    Mailchimp + Close

  • Intercom logoClose logo

    Send new Intercom users to Close as leads

    Intercom + Close

  • Unbounce logoClose logo

    Create leads in Close from new Unbounce form submissions

    Unbounce + Close

  • Google Sheets logoClose logo

    Send newly-updated Google Sheets rows to Close as leads

    Google Sheets + Close

Close Integration Details

The following Close Triggers, Searches, Filters, and Actions are supported by Zapier:

Triggers

Actions

  • Create Contact

    Creates a new Contact.

  • Create Lead

    Creates a New Lead

  • Update Lead

    Updates an existing Lead.

  • Add Address to Lead

    Adds an address to a lead.

  • Delete Logged Call

    Delete logged call.

  • Delete Email

    Delete an email on a lead.

  • Delete Email Address From Contact

    Deletes a single email address from an existing contact.

  • Export Activity Report to CSV

    Exports an activity overview or an activity comparison report to a CSV file.

  • Merge Two Leads

    Merges one lead into another lead.

  • Run Activity Overview Report

    Runs an activity overview report for your organization.

  • 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".

  • Create Bulk Email

    Creates a new bulk email.

  • Create Bulk Sequence Subscription Action

    Creates a new bulk sequence subscription action.

  • Create Call

    Creates a new call.

  • Create Custom Activity

    Creates a new Custom Activity.

  • Create Email

    Creates a new email.

  • 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 Invite

    Invites a user to join your Close organization.

  • Create Note

    Creates a new note.

  • Find Number of Leads in Query

    Find the total number of leads in a given query.

  • 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.io.

  • Create Opportunity

    Creates a new opportunity.

  • Run Sent Email Report

    Runs a sent email report for your organization.

  • Subscribe Contact to Email Sequence

    Subscribes a contact to an email sequence.

  • Create Smart View

    Creates a new Smart View.

  • Create SMS

    Creates a new SMS.

  • Run Status Change Report

    Runs a status change report for your organization.

  • Create Task

    Creates a new Task.

  • Select Random User

    Select a random user from your organization.

  • Toggle Forwarding on Phone Number

    Turn on and off call forwarding for a specific number.

  • Update Call

    Updates an existing Call.

  • Update Contact

    Updates an existing Contact.

  • Update Custom Activity

    Updates an exisiting Custom Activity.

  • Update Note

    Updates an existing Note.

  • Update Opportunity

    Updates an existing Opportunity.

  • Update Email Sequence Subscription

    Updates an existing Email Sequence Subscription.

  • Update Smart View

    Updates an existing Smart View.

  • Update Task

    Updates an existing Task.

Searches

  • Find Contact

    Finds an existing contact.

  • Find Lead

    Find an existing lead.

  • Find Opportunity

    Find an existing Opportunity.

  • Find Call

    Find an existing call.

  • Find Connected Account

    Find a Connected Account you can use to send emails.

  • Find Custom Activity

    Finds an existing Custom Activity.

  • Find Note

    Find an existing note.

  • Find Email Sequence Subscription

    Find an existing email sequence subscription.

  • Find Task

    Find an existing task.

  • Find User

    Find an existing Close user.

  • Find or Create Contact

    Find or Create Contact

  • Find or Create Custom Activity

    Find or Create Custom Activity

  • Find or Create Lead

    Find or Create Lead

  • Find or Create Note

    Find or Create Note

  • Find or Create Opportunity

    Find or Create Opportunity

  • Find or Create Task

    Find or Create Task

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