Close Integrations

Do more with Close

Zapier allows you to instantly connect Close with 2,000+ apps to automate your work and find productivity super powers.

Connect to 2,000+ Apps

Google Sheets

Google +1Google, Spreadsheets

144 Integrations

ActiveCampaign

Marketing Automation

198 Integrations

Calendly

Scheduling & Booking

Connect Close to 2,000+ Apps

  • Get Slack notifications for new Close leads

    Close + Slack

    Try It
  • Add new Facebook Lead Ads leads to Close

    Facebook Lead Ads + Close

  • Create new Close leads from MailChimp subscribers

    Mailchimp + Close

  • Send new Intercom users to Close as leads

    Intercom + Close

  • Create leads in Close from new Unbounce form submissions

    Unbounce + Close

Close Integration Details

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

Triggers

InstantNew Contact

Triggers when a new contact is created.

InstantNew Event

Triggers when a new event is created.

InstantNew Call

Triggers when a new Call is created or completed.

InstantNew Export

Triggers when a new Export is created or completed.

InstantNew Lead

Triggers when a new lead is created.

InstantNew Meeting

Triggers when a Meeting is scheduled, started, completed, or canceled.

New Note

Triggers when a new Note is created.

InstantNew Opportunity

Triggers when a new opportunity is added.

InstantNew SMS

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

New Lead in Search Query / Smart View

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

InstantNew Call Recording

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

InstantNew Email

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

InstantNew Inbox Item

Triggers when a new item appears in your Close inbox.

InstantNew Lead in Status

Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.

InstantNew Membership Added or Removed

Triggers when a new membership is added to or removed from your Close organization.

InstantNew Opportunity in Status

Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.

InstantNew or Updated Email Sequence Subscription

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

InstantNew Task

Triggers when a new task is created or completed.

Actions

Create Contact

Creates a new Contact.

Update Lead

Updates an existing Lead.

Delete Logged Call

Delete logged call.

Delete Email Address From Contact

Deletes a single email address from an existing contact.

Merge Two Leads

Merges one lead into another lead.

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 Sequence Subscription Action

Creates a new bulk sequence subscription action.

Create Email

Creates a new email.

Create Invite

Invites a user to join your Close organization.

Create Opportunity

Creates a new opportunity.

Run Sent Email Report

Runs a sent email report for your organization.

Create Smart View

Creates a new Smart View.

Run Status Change Report

Runs a status change report for your organization.

Select Random User

Select a random user from your organization.

Update Call

Updates an existing Call.

Update Note

Updates an existing Note.

Update Email Sequence Subscription

Updates an existing Email Sequence Subscription.

Update Task

Updates an existing Task.

Create Lead

Creates a new lead (with line items support).

Add Address to Lead

Adds an address to a lead.

Delete Email

Delete an email on a lead.

Export Activity Report to CSV

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

Run Activity Overview Report

Runs an activity overview report for your organization.

Create Bulk Email

Creates a new bulk email.

Create Call

Creates a new call.

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 Note

Creates a new note.

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 SMS

Creates a new SMS.

Create Task

Creates a new Task.

Toggle Forwarding on Phone Number

Turn on and off call forwarding for a specific number.

Update Contact

Updates an existing Contact.

Update Opportunity

Updates an existing Opportunity.

Update Smart View

Updates an existing Smart View.

Searches

Find Contact

Finds an existing contact.

Find Opportunity

Find an existing opportunity.

Find Call

Find an existing call.

Find Email Sequence Subscription

Find an existing email sequence subscription.

Find User

Find an existing Close user.

Find or Create Lead

Find or Create Lead

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 Lead

Find an existing lead.

Find Number of Leads in Query

Find the total number of leads in a given query.

Find Note

Find an existing note.

Find Task

Find an existing task.

Find or Create Contact

Find or Create Contact

Find or Create Lead

Find or Create Lead

Find or Create Lead

Find or Create Lead

Find or Create Opportunity

Find or Create Opportunity

Find or Create Task

Find or Create Task

Connect Close to 2,000+ Apps