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Click Connector
Click Connector
1. Choose trigger event
Close
Close
2. Choose action
1. Select the event
Setup
Test
Click Connector
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Contact" from Click Connector.
Add your action
An action happens after the trigger—such as "Add Address to Lead" in Close.
You’re connected!
Zapier seamlessly connects Click Connector 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.
Create a new record or update an existing record in your app.
Email ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type
Required
Metrics
Required
Date Range
Required
Users
groups
Query
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Metrics
Required
Date Range
Required
Users
Groups
Query
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template ID
Required
Lead Smart View or (deprecated) Search Query
Required
Exclude leads that already received this email template
Required
Contact Preference
Required
Send Done Email
Required
Email Acccount
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
Phone Number
Direction
Duration
Outcome
Text
Recording URL
User ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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.
Write
Create a new record or update an existing record in your app.
Lead ID
Required
Custom Object Type
Required
Custom Object Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Export Type
Required
Format
Required
Lead Smart View or (deprecated) Search Query
Fields
Include Activities
Include Smart Fields
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Company Name
Description
URL
Status
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Contact Direct Phone
Contact Mobile Phone
Contact Home Phone
Contact Fax Phone
Contact Other Phone
Contact URL
Address Label
Address Street 1
Address Street 2
Address City
Address State
Address ZIP Code
Address Country
Note
Text
Note
Task Text
Task Due Date
Task Assignee
Note
Opportunity Status
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Date
Opportunity Note
Opportunity User
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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.
Opportunity Query
Lead Smart View or (deprecated) Search Query
Status Types
Statuses
User IDs
Start Date
End Date
Or Use a Date Range Label
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
User ID
Start Date
End Date
Or Use a Date Range Label
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Query
Required
Share With Specific Users
Or Share With Organization
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report Type
Required
Lead Smart View or (deprecated) Search Query
Start Date
End Date
Or Use a Date Range Label
User ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Group(s) to Select From
Availability
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Phone Number
Required
Call Forwarding Enable/Disable
Required
Forward to Number
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Call ID
Required
Contact
Text
Phone Number
Duration
Outcome
Recording URL
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Custom Activity ID
Required
Custom Activity Type
Required
Status
Pinned
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead ID
Required
Company Name
Description
Url
Status
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Opportunity ID
Required
Assigned to User
Contact ID
Status
Confidence
Value
Value Period
Close Date
Notes
Attachments
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Smart View ID
Required
Name
Query
Share With Specific Users
Or Share With Organization
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy_text
User ID
From Email Or Domain
From Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
Custom Activity Type
Required
Status
Lead ID
Search by Custom Activity ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Group Name
Group ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Result Limit
Required
Date
Assigned To
Status
Title
Lead ID
Search by Meeting ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Opportunity Status ID
Opportunity Status Type
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Close Date
Opportunity User
Opportunity Note
Opportunity Lead ID
Opportunity Contact ID
Or Search by Opportunity ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Assigned To
Due Date
Description
Is Complete
Lead ID
Or Search by Task ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Result Limit
Required
Lead ID
User ID
Direction
Message Text
External WhatsApp Message ID
Local Phone
Remote Phone
Search by WhatsApp Message ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Custom Activity Type
Required
Status
Lead
Required
Search by Custom Activity ID
Custom Activity Type
Required
Created By User
Status
Required
Pinned
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
Company Name
Company Name Matching
Company URL
Email
Phone
Or Search by Lead ID
Or Use a Custom Search Query
Company Name
Description
URL
Status
Contact Name
Contact Title
Contact Office Email
Contact Direct Email
Contact Home Email
Contact Other Email
Contact Office Phone
Contact Direct Phone
Contact Mobile Phone
Contact Home Phone
Contact Fax Phone
Contact Other Phone
Contact URL
Address Label
Address Street 1
Address Street 2
Address City
Address State
Address ZIP Code
Address Country
Note
Text
Note
Task Text
Task Due Date
Task Assignee
Note
Opportunity Status
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Date
Opportunity Note
Opportunity User
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
Opportunity Status ID
Opportunity Status Type
Opportunity Value
Opportunity Value Period
Opportunity Confidence
Opportunity Close Date
Opportunity User
Opportunity Note
Lead
Contact ID
Or Search by Opportunity ID
Status
Required
Confidence
Value
Value Period
Close Date
Note
User
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
Result Limit
Required
Lead ID
User ID
Direction
Message Text
External WhatsApp Message ID
Local Phone
Remote Phone
Search by WhatsApp Message ID
Lead ID
Required
Contact ID
Required
Direction
Required
Message Text
Required
Local Phone
Required
Remote Phone
Required
External WhatsApp Message ID
Required
Integration Link
Response To Activity ID
Activity At
Attachments
Send to Inbox
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 Click Connector and Close with AI agents and code
Beyond Zap workflows. Call Click Connector 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 Click Connector and Close actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Contact
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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The average user takes less than 6 minutes to set up a Zap
Connect Click Connector 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 Click Connector to Close integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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.
