When this happens...
Close.ioNew SMS
Then do this...
SMS by ZapierSend SMS

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

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Close.io + SMS by Zapier and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Email Sequence Subscription Finished

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

Run Sent Email Report

Runs a sent email report for your organization.

New Email

Triggers when a new Email is created.

Run Status Change Report

Runs a status change report for your organization.

New Opportunity Status Change

Triggers when a new Opportunity Status Change is created.

Create Note

Creates a new note.

New Export

Triggers when a new Export is created.

Create Email

Creates a new email.

New Lead

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

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.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

Close.io is built from the ground up to be more than just a CRM. It makes brings the communication loop directly into your leads management.

Using our built-in number, you can send a limited number of SMS / text messages or even make calls. This is great for reminders!