Close.io Integrations

  • Get Slack notifications for new Close.io leads

    Want to get notifications in Slack for your new Close.io leads? With this zap, each time a new lead is added to your Close.io account, you'll receive a new message in Slack.

    "We use Zapier to automatically push newly closed deals from Close.io into Slack. Then the high fives, offline and online, start to stream in!"

    - Nick Persico, Smart Host

    How it works

    1. Create a new lead in Close.io
    2. A message based on the new lead will be sent to the Slack channel that you specify

    What you need

    • A Close.io account
    • A Slack account
  • Add new Facebook Lead Ads leads to Close.io

    The time you spend exporting form entries could be better applied to converting leads. Set up this Facebook Lead Ads-Close.io integration and Zapier will do that work for you. From then on, whenever you get a new lead from your Facebook Lead Ads, their information will automatically be copied over to Close.io as new leads for your CRM workflows.

    How It Works

    1. A new lead is captured from your Facebook Lead Ads
    2. Zapier automatically creates a new lead on Close.io

    What You Need

    • Facebook Lead Ads account
    • Close.io account
  • Create new Close.io leads from MailChimp subscribers

    A new subscriber to your newsletter is surely interested in your services or products? So don't miss a trick and use this Close.io and MailChimp integration to automatically capture your latest subscribers and turn them into leads.

    How It Works

    1. Receive a new subscriber to your MailChimp newsletter list
    2. A new lead based on the subscriber is created in Close.io

    What You Need.

    1. MailChimp account with an active list
    2. Close.io account
  • Send new Intercom users to Close.io as leads

    Trying to extract as much value from your new users as possible? Then don't waste time with manual efforts when you can use this Intercom Close.io integration to create a swift sales pipeline. Set it up and every time a new user is added to Intercom, a lead will be added to Close.io, putting you in the best position to follow up with them immediately and ensure those opportunities.

    How It Works

    1. A new Intercom user is created
    2. Zapier automatically adds a Close.io lead

    What You Need

    • Intercom account
    • Close.io account
  • Create leads in Close.io from new Unbounce form submissions

    If you're using Close.io you're probably not a fan of data entry. Remove slowdowns in your workflow by creating leads in Close.io whenever you receive a new submission to your Unbounce form. This triggers for every new submission in Unbounce.

    How It Works

    1. A new submission is added to your Unbounce form
    2. Zapier automatically creates a new lead in Close.io

    What You Need

    • Unbounce account
    • Close.io account
  • Send updated Google Sheets rows to Close.io as leads

    If you're tracking potential leads in a Google Sheets, you'll want to have the best setup to chase them down once they heat up. That's where this Google Spreadsheet Close.io integration comes in: once you activate it, every time a Google Sheets row gets updated a lead will be added to Close.io automatically, giving you the fastest processes and best tools to succeed.

    How It Works

    1. A row is updated on Google Sheets
    2. Zapier automatically adds a Close.io lead

    What You Need

    • Google Sheets account
    • Close.io account
  • Use Wufoo Entries to Create New Close.io Leads

    Creating new leads in your Close.io account from any Wufoo form is as simple as connecting the two apps together with Zapier. Use email addresses, names, and any other information you'd like to collect in a form to create brand new leads within Close.io in just a few clicks.

    How it works

    1. Set up a form with Wufoo to collect an email address and other contact information
    2. Zapier will automatically send new form entries directly to Close.io and create new leads

    What You Need

    • A Wufoo form
    • A Close.io account
  • Add new Close.io contacts to Google Contacts

    If you keep multiple contact lists, you want them both to be up-to-date with the latest information. Rather than spending time exporting and importing contact lists, use this Zap to automatically add new Close.io contacts to Google Contacts. With the manual data entry taken care of for you, you can concentrate on growing and engaging your contact list.

    How this Close.io-Google Contacts integration works

    1. A new Close.io contact is created
    2. Zapier creates a contact in Google Contacts

    Apps involved

    • Close.io
    • Google Contacts
  • Post Slack messages for new Close.io opportunities

    Having a hard time creating transparency for your sales processes? This Close.io Slack integration can help you keep everyone in the know and able keep up with your potentials. Set it up, and a message will be sent on Slack every time a new opportunity is created in Close.io, giving you an easy and automated way to notify everyone without having to break momentum.

    How It Works

    1. A new opportunity is created in Close.io
    2. Zapier automatically sends a message on Slack

    What You Need

    • Close.io account
    • Slack account
  • Add Google Form Entries to Close.io as Leads

    Do you use Google Forms or Spreadsheets to track new leads? Then this Google Form/Spreadsheet integration is for you. Any time theres a new row or form entry in your spreadsheet Zapier will create a new lead with that data in Close.io.

    How It Works

    1. A new row or form entry comes into your Google Spreadsheet
    2. Zapier automatically creates a lead in Close.io based on that entry

    What You Need

    • A Google Spreadsheet
    • A Close.io account
  • Create Close.io leads for new Gravity Forms submissions

    If you're looking for ways to have sales react as soon as possible to new information, this Gravity Forms Close.io integration will definitely come in handy. Once it's been set up, a new lead will be added to Close.io for every new Gravity Forms submission you receive, saving you time and keeping your opportunities updated with the most accurate information possible.

    How It Works

    1. A new Gravity Forms submission is received
    2. Zapier automatically adds a Close.io lead

    What You Need

    • Gravity Forms account
    • Close.io account
  • Add new CallRail calls to Close.io as leads

    It's all too easy to forget to document phone calls, and then you're left with leaky processes and the potential for missing out on key deals. Make your life easier and switch on this CallRail Close.io integration. After that, every new CallRail call will trigger the creation of a lead in Close.io, inserting an actionable record into your sales pipeline so you can proceed confident that nothing will be lost or forgotten.

    How It Works

    1. A new call is logged in CallRail
    2. Zapier automatically adds a Close.io lead

    What You Need

    • CallRail account
    • Close.io account
  • Send new HubSpot contacts in a list to Close.io as leads

    When it's time to follow up with a customer for an opportunity, you don't want to waste time with manual work. Handle it all by activating this HubSpot Close.io integration, and we'll make sure that for every new HubSpot contact you add to a list, a lead is added to Close.io, keeping your sales pipeline moving as fast as you can handle it and ensuring you don't miss a potential deal.

    How It Works

    1. A new contact is added to a HubSpot list
    2. Zapier automatically adds a Close.io lead

    What You Need

    • HubSpot account
    • Close.io account
  • Add new Prospect.io prospects to Close.io as leads

    Stop wasting your time adding new leads by hand. After you turn on this integration, it will trigger whenever a new prospect is created in Prospect.io, automatically creating a matching lead on Close.io to ensure your lists are accurate across every app you use for your processes.

    How this Prospect.io-Close.io integration works

    1. A new prospect is created in your Prospect.io account
    2. Zapier adds this prospect to Close.io as a lead

    Apps involved

    • Prospect.io
    • Close.io
  • Send new Typeform entries to Close.io as leads

    Need a better way to handle those leads coming in from Typeform? No need to waste time copy pasting if you activate this Typeform Close.io integration instead. From then on, every time a new Typeform entry is detected the information will be sent to Close.io and a new lead will be created for you automatically, helping to keep your focus on your bottom line.

    How It Works

    1. A new Typeform entry is received
    2. Zapier automatically adds a Close.io lead

    What You Need

    • Typeform account
    • Close.io account
  • Send webhook URL payloads to Close.io as leads

    If you're got leads coming in from various different locations, webhooks are excellent option to unify them and this Zap is one end of the connection. Once it's been completely set up, Zapier will watch the provided webhook URL for POSTs and, when caught, send them to Close.io where the data will be used to create a lead. No matter how diverse your sources are, you can be sure to keep your lists updated by funneling them through here.

    How It Works

    1. A new webhook payload is caught
    2. Zapier automatically adds a Close.io lead

    What You Need

    • Close.io account
  • Forward an incoming Close.io SMS message to another phone number

    What happens when a key contact texts you back on Close.io while you're away from your desk? Set up this integration and we'll make sure you never miss a beat: Whenever a specific user messages you, Zapier will forward their text to any number you have so you can reply instantly.

    Note: You'll have to authorize a connection to any number to which you want Zapier to forward the text message

    How this Close.io-Zapier SMS integration works

    1. A new SMS is received in Close.io
    2. Zapier filters the SMS and checks if it's from the user name you want
    3. Zapier forwards the SMS to any other number you need

    Apps involved

    • Close.io
    • Filter by Zapier
    • SMS by Zapier
  • Create new Close.io Leads from Gmail Emails

    Manually copying contact info from your inbox to Close.io is tedious and error-prone. Cut out the extra work by automating it with this Zap. You can have new senders automatically imported to Close.io as leads.

    How it Works

    1. You receive an email into a particular inbox/label in Gmail
    2. Zapier sees the new email and creates a new lead in Close.io based on the sender's details

    What You Need

    • A Gmail account
    • A Close.io account
  • Automatically Send Close.io Leads to Mailchimp

    Close.io is a great way to track leads and other contact information for sales people. Connecting it to Mailchimp allows for seamless integration between creating new Close.io leads and new subscribers in Mailchimp.

    How It Works

    1. Create a new lead in Close.io
    2. Zapier automatically creates that lead as a subscriber in MailChimp

    What You Need

    • A Close.io account
    • A Mailchimp account
  • Add sales representatives to ChartMogul customers from won Close.io opportunities

    Integrating Close.io and ChartMogul allows you to analyze your subscription metrics, segmented based on your CRM data. When an opportunity is won in Close.io, you can add the name of the sales representative who closed the deal to the customer record in ChartMogul. This would allow you to answer questions like "Which sales rep brought in the most revenue last month?", "Customers of which sales rep had highest churn last month?", "Which sales rep gave out the most discounts?", etc.

    How It Works

    1. A new opportunity is marked as won in Close.io
    2. Zapier adds sales representative information to the customer in ChartMogul

    What You Need

    • Close.io account
    • ChartMogul account
  • Add Close.io leads from new LiveChat chats

    Do you want to get more quality leads in the pipeline faster? Of course! We all do! Use this Zapier integration to automatically turn LiveChat chats into leads in Close.io and shorten your sales cycle.

    How It Works

    1. A new chat begins in LiveChat
    2. Zapier adds this lead to Close.io

    What You Need

    • LiveChat account
    • Close.io account
  • Add new Close.io contacts to MailChimp as subscribers

    Keep your new contacts engaged with a welcoming email marketing campaign. This Zap makes it easy by automatically adding your new Close.io contacts to your MailChimp subscriber list. That way, your subscriber list is up-to-date and all you need to do is push send!

    How this Close.io-MailChimp integration works

    1. A new contact is created in Close.io
    2. Zapier creates a subscriber in MailChimp

    Apps involved

    • Close.io
    • MailChimp
  • Send new Close.io leads to Google Contacts

    If you want to be able to reach out to your key customers personally, you might be looking to access them outside of Close.io. Whatever the reason, this Zap will ensure your Google Contacts hold all your leads by watching Close.io and creating new Google Contacts for any new leads it finds. Once you set it up this automatic behavior will ensure you always have them within reach without doing anything further.

    How It Works

    1. A new lead is created in Close.io
    2. Zapier automatically adds a Google Contact

    What You Need

    • Close.io account
    • Google Contacts account
  • Send new Formsite results to Close.io as new leads

    Feeling like you could do a better job of following up on those potentials sooner? Zapier can help keep you on track with this Formsite Close.io integration. Once activated, it will trigger with every new Formsite result and add a new lead to Close.io each time.

    How This Formsite-Close.io Integration Works

    1. A new form result is received on Formsite
    2. Zapier automatically creates a lead on Close.io

    What You Need

    • Formsite account
    • Close.io account
  • Create new Close.io contacts from new Facebook Lead Ads leads

    You've expanded your potential audience with your ads; now Zapier can capture them all for you with this Facebook lead ads-Close.io integration. Set it up to watch your Facebook Lead Ads and we'll catch every new lead that submits their details. A new contact will then be created on Close.io in response, making sure your CRM always keeps up.

    How It Works

    1. A new lead is captured from your Facebook Lead Ads
    2. Zapier automatically creates a new contact on Close.io

    What You Need

    • Facebook Lead Ads account
    • Close.io account

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Close.io Integration Details

Launched on Zapier November 1, 2012

Zapier combines Triggers (like "New Email Sequence Subscription Finished") 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.io 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.

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.

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".

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.

New Email Sequence Subscription Finished

Triggers when a subscription to an email sequence for a contact goes into finished status.

New Email

Triggers when a new Email is created.

New Opportunity Status Change

Triggers when a new Opportunity Status Change is created.

New Export

Triggers when a new Export is created.

New Lead

Triggers when a new lead is added (with line items support).

New Email Sequence Subscription

Triggers when a contact is subscribed to an email sequence.

New Event

Triggers when a new event is created.

New SMS

Triggers when a new SMS is created.

New Task

Triggers when a new task is created.

New Note

Triggers when a new Note is created.

New Call

Triggers when a new Call is created.

New Lead Status Change

Triggers when a new Lead Status Change is created.

New Opportunity

Triggers when a new opportunity is added.

New Inbox Item

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

New Contact

Triggers when a new contact is created.

Find Opportunity

Find an existing opportunity.

Find Call

Find an existing call.

Find Note

Find an existing note.

Find Lead

Find an existing lead.

Find Task

Find an existing task.

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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