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QuoteCloud
QuoteCloud
1. Choose trigger event
Close
Close
2. Choose action
1. Select the event
Setup
Test
QuoteCloud
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Contact Created" from QuoteCloud.
Add your action
An action happens after the trigger—such as "Add Address to Lead" in Close.
You’re connected!
Zapier seamlessly connects QuoteCloud and Close, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Contact Created
Triggers when a new contact is added to the address book.
Create a new record or update an existing record in your app.
Call ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact ID
Required
Email Address
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Source Lead ID
Required
Destination Lead ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Send Done Email
Required
Type
Required
Lead Smart View or (deprecated) Search Query
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Action Type
Required
Smart View or (deprecated) Search Query
Required
Workflow ID
Send Done Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Contact
Required
Assigned To
Required
Text
Required
Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Custom Activity Type
Required
Created By User
Status
Required
Pinned
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Contact
Status
Required
Date Created
Date Scheduled
To
Cc
Bcc
Subject
Body Text
Body HTML
Template
Follow-Up Date
Email Account ID
Email Thread ID
Attachments
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email Address
Required
Role
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead ID
Required
Text Type
Required
Title
Pinned
Attachments
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report breakdown
Required
Pipeline
Required
Report type
Required
Report Period (range)
Report Period (dates)
Created Period (range)
Created Period (dates)
Comparison Period (range)
Comparison Period (dates)
Comparison Period (custom dates)
Smart View
Users or Groups
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Status
Required
Confidence
Value
Value Period
Close Date
Note
User
Contact ID
Attachments
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact
Required
Workflow
Required
Send emails from
Assign calls to
Send SMS from
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Contact ID
Date Created
Status
Required
Date Scheduled
Local Phone
Required
Remote Phone
Required
Text
Template
Source
Required
Attachments
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Assigned To
Lead
Required
Contact
Date
Text
Required
Is Complete
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email Address
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email Address
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact ID
Required
Name
Title
Email Addresses
Phone Numbers
Urls
Add to or Replace
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Custom Object ID
Required
Custom Object Type
Required
Custom Object Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note ID
Required
Title
Pinned
Text Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Subscription
Required
Action
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Task ID
Required
Assigned To
Contact
Text
Date
Is Complete
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Direction
Note
User ID
Date Range
Outcome
Find First Call on Lead
Lead ID
Or Search by Call ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Result Limit
Required
Contact Name
Contact Title
Contact Email
Contact Phone
Lead ID
Search by Contact ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Result Limit
Required
Custom Object Type
Required
Lead ID
Custom Object Name
Search by Custom Object ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Company Name
Company Name Matching
Company URL
Email
Phone
Or Search by Lead ID
Or Use a Custom Search Query
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note Contains Words Starting With...
Title Contains Words Starting With...
Lead ID
Or Search by Note ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Workflow
Contact ID
Lead ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Full Name
Email
Or Search by User ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Result Limit
Required
Contact Name
Contact Title
Contact Email
Contact Phone
Lead ID
Search by Contact ID
Lead
Name
Title
Url
Office Phone
Mobile Phone
Home Phone
Direct Phone
Fax Phone
Other Phone
Office Email
Home Email
Direct Email
Other Email
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Result Limit
Required
Custom Object Type
Required
Lead ID
Custom Object Name
Search by Custom Object ID
Lead ID
Required
Custom Object Type
Required
Custom Object Name
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note Contains Words Starting With...
Title Contains Words Starting With...
Lead ID
Required
Or Search by Note ID
Text Type
Required
Title
Pinned
Attachments
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Assigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
Assigned To
Lead
Required
Contact
Date
Text
Required
Is Complete
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use QuoteCloud and Close with AI agents and code
Beyond Zap workflows. Call QuoteCloud and Close actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose QuoteCloud and Close actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Document Recipient
Add Address to Lead
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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Connect QuoteCloud and Close to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Close on the Zapier blog
Make work flow with AI
Level up your QuoteCloud to Close integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
QuoteCloud is a proposal building platform that guarantees your sales team are communicating in a: consistent, compliant, accurate and efficient way, ensuring respectively that marketing, legal, product and sales departments are happy !
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.
