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Close + Cognito Forms Integrations

How to connect Close + Cognito Forms

Zapier lets you send info between Close and Cognito Forms automatically—no code required.

When this happens...
CloseClose
New Call

Triggers when a new Call is created or completed.

automatically do this!
Cognito FormsCognito Forms
Create Entry

Creates a new entry.

Supported triggers and actions

What does this mean?

How Close + Cognito Forms Integrations Work

  1. Step 1: Authenticate Close + Cognito Forms.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

Cognito Forms Tutorials

About Close

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.
Learn More

Related categories

  • CRM (Customer Relationship Management)

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cognito-forms logo
cognito-forms logo
cognito-forms logo

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
Learn More

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