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Close Integration Details

Launched on Zapier November 1, 2012

Zapier combines Triggers (like "New Email") and Actions (like "Run Sent Email Report") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

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

Run Sent Email Report

Runs a sent email report for your organization.

Run Status Change Report

Runs a status change report for your organization.

Create Note

Creates a new note.

Create Email

Creates a new email.

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.

Subscribe Contact to Email Sequence

Subscribes a contact to an email sequence.

Create Lead

Creates a new lead (with line items support).

Run Activity Report

Runs an activity report for your organization.

Update Email Sequence Subscription

Updates an existing Email Sequence Subscription.

Create Opportunity

Creates a new opportunity.

Create Task

Creates a new Task.

Create SMS

Creates a new SMS.

Create Call

Creates a new call.

Update Lead

Updates an existing Lead.

Create Contact

Creates a new Contact.

Update Call

Updates an existing Call.

Create Smart View

Creates a new Smart View.

Update Task

Updates an existing Task.

Update Smart View

Updates an existing Smart View.

Delete Email Address From Contact

Deletes a single email address from an existing contact.

Select Random User

Select a random user from your organization.

Update Contact

Updates an existing Contact.

Delete Email

Delete an email on a lead.

Update Opportunity

Updates an existing Opportunity.

Update Note

Updates an existing Note.

Delete Logged Call

Delete logged call.

Add Address to Lead

Adds an address to a lead.

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 Bulk Email

Creates a new bulk email.

Toggle Forwarding on Phone Number

Turn on and off call forwarding for a specific number.

Merge Two Leads

Merges one lead into another lead.

Create Bulk Sequence Subscription Action

Creates a new bulk sequence subscription action.

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".

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Task

Triggers when a new task is created or completed.

New or Updated Email Sequence Subscription

Triggers when a contact is subscribed to an email sequence, when an email sequence subscription is paused, or when an email sequence subscription is finished.

New Lead in Search Query / Smart View

Triggers when a new lead is added to a search query or Smart View.

New Event

Triggers when a new event is created.

New Note

Triggers when a new Note is created.

New Lead

Triggers when a new lead is created.

New Contact

Triggers when a new contact is created.

New Opportunity Status Change

Triggers when a new Opportunity Status Change is created.

New SMS

Triggers when a new inbound SMS is created or an outbound SMS is sent.

New Call

Triggers when a new Call is created or completed.

New Lead Status Change

Triggers when a new Lead Status Change is created.

New Opportunity

Triggers when a new opportunity is added.

New Call Recording

Triggers when a new call recording or voicemail is added to Close.io.

New Inbox Item

Triggers when a new item appears in your Close.io inbox.

New Export

Triggers when a new Export is created or completed.

Find Opportunity

Find an existing opportunity.

Find Call

Find an existing call.

Find Note

Find an existing note.

Find Task

Find an existing task.

Find Lead

Find an existing lead.

Find User

Find an existing Close.io user.

Find Contact

Finds an existing contact.

Find Number of Leads in Query

Find the total number of leads in a given query.

Find Email Sequence Subscription

Find an existing email sequence subscription.

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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.