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Close Integration Details

Launched on Zapier October 31, 2012

Zapier combines Triggers (like "New Call") and Actions (like "Run Activity Overview 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 Activity Overview Report

Runs an activity overview report for your organization.

Create Call

Creates a new call.

Create Contact

Creates a new Contact.

Create Email

Creates a new email.

Create Lead

Creates a new lead (with line items support).

Create Note

Creates a new note.

Create Opportunity

Creates a new opportunity.

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.

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 SMS

Creates a new SMS.

Run Status Change Report

Runs a status change report for your organization.

Create Task

Creates a new Task.

Update Lead

Updates an existing Lead.

Update Email Sequence Subscription

Updates an existing Email Sequence Subscription.

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.

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 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 Smart View

Creates a new Smart View.

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 Note

Updates an existing Note.

Update Opportunity

Updates an existing Opportunity.

Update Smart View

Updates an existing Smart View.

Update Task

Updates an existing Task.

New Call

Triggers when a new Call is created or completed.

New Contact

Triggers when a new contact is created.

New Email

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

New Lead

Triggers when a new lead is created.

New Lead in Status

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

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 Opportunity in Status

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

New Opportunity

Triggers when a new opportunity is added.

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 SMS

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

New Task

Triggers when a new task is created or completed.

New Call Recording

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

New Export

Triggers when a new Export is created or completed.

New Inbox Item

Triggers when a new item appears in your Close inbox.

New Membership Added or Removed

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

Find Call

Find an existing call.

Find User

Find an existing Close user.

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.

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