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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Call Recording" from Close.

Add your action

An action happens after the trigger—such as "Add Lead" in QuoteRUSH.

You’re connected!

Zapier seamlessly connects Close and QuoteRUSH, 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 Call Recording
Triggers when a new call recording or voicemail is added to Close.
Trigger
Instant
Try It
- Direction
- Completed?
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Trigger Actions
  Required
- Custom Object Type
  Required
Trigger
Instant
Try It
- Completed?
Trigger
Instant
Try It

- Type
- User ID
  Required
Trigger
Instant
Try It
- New Status ID
- Old Status ID
- Trigger on Lead Creation
Trigger
Instant
Try It

- Statuses
- Require these fields to be filled in
Trigger
Instant
Try It
- Object Type
  Required
- Action
  Required
- User ID
- Changed Fields
Trigger
Instant
Try It
- New Status ID
- New Status Type
- Old Status ID
- Old Status Type
- Trigger on Opportunity Creation
Trigger
Instant
Try It
- Workflow
- Action
  Required
Trigger
Instant
Try It
- Completed?
- Assigned to User
Trigger
Instant
Try It
- Direction
- User ID
Trigger
Instant
Try It
- 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
Write
- Email ID
  Required
Action
Write
- Type
  Required
- Metrics
  Required
- Date Range
  Required
- Users
- groups
- Query
Action
Write
- Metrics
  Required
- Date Range
  Required
- Users
- Groups
- Query
Action
Write
- 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
Write
- Lead
  Required
- Contact ID
- Phone Number
- Direction
- Duration
- Outcome
- Text
- Recording URL
- User ID
Action
Write
- 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
Write
- Lead ID
  Required
- Custom Object Type
  Required
- Custom Object Name
  Required
Action
Write
- Export Type
  Required
- Format
  Required
- Lead Smart View or (deprecated) Search Query
- Fields
- Include Activities
- Include Smart Fields
Action
Write
- 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
Write
- Lead Smart View or (deprecated) Search Query
  Required
Action
Write
- 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
Write
- User ID
- Start Date
- End Date
- Or Use a Date Range Label
Action
Write
- Name
  Required
- Query
  Required
- Share With Specific Users
- Or Share With Organization
Action
Write
- Report Type
  Required
- Lead Smart View or (deprecated) Search Query
- Start Date
- End Date
- Or Use a Date Range Label
- User ID
Action
Write
- Group(s) to Select From
- Availability
Action
Write
- Phone Number
  Required
- Call Forwarding Enable/Disable
  Required
- Forward to Number
Action
Write
- Call ID
  Required
- Contact
- Text
- Phone Number
- Duration
- Outcome
- Recording URL
Action
Write
- Custom Activity ID
  Required
- Custom Activity Type
  Required
- Status
- Pinned
Action
Write
- Lead ID
  Required
- Company Name
- Description
- Url
- Status
Action
Write
- Opportunity ID
  Required
- Assigned to User
- Contact ID
- Status
- Confidence
- Value
- Value Period
- Close Date
- Notes
- Attachments
Action
Write
- Smart View ID
  Required
- Name
- Query
- Share With Specific Users
- Or Share With Organization
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Copy_text
- User ID
- From Email Or Domain
- From Name
Action
Search
- Custom Activity Type
  Required
- Status
- Lead ID
- Search by Custom Activity ID
Action
Search
- Group Name
- Group ID
Action
Search
- Result Limit
  Required
- Date
- Assigned To
- Status
- Title
- Lead ID
- Search by Meeting ID
Action
Search
- 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
Search
- Assigned To
- Due Date
- Description
- Is Complete
- Lead ID
- Or Search by Task ID
Action
Search
- Result Limit
  Required
- Lead ID
- User ID
- Direction
- Message Text
- External WhatsApp Message ID
- Local Phone
- Remote Phone
- Search by WhatsApp Message ID
Action
Search
- Custom Activity Type
  Required
- Status
- Lead
  Required
- Search by Custom Activity ID
- Custom Activity Type
  Required
- Created By User
- Status
  Required
- Pinned
Action
Search or write
- 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
Search or write
- 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
Search or write
- 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
Search or write
New Lead Added
Triggers when a new lead is added.
Trigger
Polling
Try It

- Field(s) Required to Trigger
Trigger
Instant
Try It
- Limitations
- Contact Smart View ID
  Required
Trigger
Polling
Try It
- Custom_activity_v2_instructions
- Custom Activity Type
  Required
- Filled-in fields
Trigger
Instant
Try It
- Direction
- Template ID
- User ID
Trigger
Instant
Try It
- Form
Trigger
Instant
Try It
- Status ID
Trigger
Instant
Try It
- Limitations
- Lead Smart View
- (deprecated) Search Query
Trigger
Polling
Try It
- Added or Removed?
Trigger
Instant
Try It
- Note Contains Words Starting With...
Trigger
Polling
Try It
- Status ID
- Status Label
- Status Type
- Value Period
- Assigned to User
Trigger
Instant
Try It
- Direction
- User ID
Trigger
Instant
Try It
New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Trigger
Instant
Try It
- Lead ID
  Required
- Address Label
- Address 1
- Address 2
- City
- State
- Zipcode
- Country
Action
Write
- Call ID
  Required
Action
Write
- Contact ID
  Required
- Email Address
  Required
Action
Write
- Source Lead ID
  Required
- Destination Lead ID
  Required
Action
Write
- Send Done Email
  Required
- Type
  Required
- Lead Smart View or (deprecated) Search Query
  Required
Action
Write
- Action Type
  Required
- Smart View or (deprecated) Search Query
  Required
- Workflow ID
- Send Done Email
  Required
Action
Write
- Lead
  Required
- Contact
  Required
- Assigned To
  Required
- Text
  Required
- Date
Action
Write
- Lead
  Required
- Custom Activity Type
  Required
- Created By User
- Status
  Required
- Pinned
Action
Write
- 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
Write
- Email Address
  Required
- Role
  Required
Action
Write
- Lead ID
  Required
- Text Type
  Required
- Title
- Pinned
- Attachments
Action
Write
- 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
Write
- Lead
- Status
  Required
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Contact ID
- Attachments
Action
Write
- Contact
  Required
- Workflow
  Required
- Send emails from
- Assign calls to
- Send SMS from
Action
Write
- Lead
  Required
- Contact ID
- Date Created
- Status
  Required
- Date Scheduled
- Local Phone
  Required
- Remote Phone
  Required
- Text
- Template
- Source
  Required
- Attachments
Action
Write
- Assigned To
- Lead
  Required
- Contact
- Date
- Text
  Required
- Is Complete
Action
Write
- Email Address
  Required
Action
Write
- Email Address
  Required
Action
Write
- Contact ID
  Required
- Name
- Title
- Email Addresses
- Phone Numbers
- Urls
- Add to or Replace
Action
Write
- Custom Object ID
  Required
- Custom Object Type
  Required
- Custom Object Name
Action
Write
- Note ID
  Required
- Title
- Pinned
- Text Type
  Required
Action
Write
- Subscription
  Required
- Action
  Required
Action
Write
- Task ID
  Required
- Assigned To
- Contact
- Text
- Date
- Is Complete
Action
Write
- Direction
- Note
- User ID
- Date Range
- Outcome
- Find First Call on Lead
- Lead ID
- Or Search by Call ID
Action
Search
- Result Limit
  Required
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Search by Contact ID
Action
Search
- Result Limit
  Required
- Custom Object Type
  Required
- Lead ID
- Custom Object Name
- Search by Custom Object ID
Action
Search
- Company Name
- Company Name Matching
- Company URL
- Email
- Phone
- Or Search by Lead ID
- Or Use a Custom Search Query
Action
Search
- Note Contains Words Starting With...
- Title Contains Words Starting With...
- Lead ID
- Or Search by Note ID
Action
Search
- Workflow
- Contact ID
- Lead ID
Action
Search
- Full Name
- Email
- Or Search by User ID
Action
Search
- 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
Search or write
- 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
Search or write
- 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
Search or write
- 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
Search or write
Lead Modified
This trigger polls for modified leads.
Trigger
Polling
Try It
- Applicant/Client Prefix
- Applicant/Client First Name
  Required
- Applicant/Client Middle Name
- Applicant/Client Last Name
  Required
- Applicant/Client Suffix
- Entity Type
- Non-Individual Entity Name
- Date Of Birth
- Applicant/Client Gender
- Applicant/Client Marital Status
- Applicant/Client Education Level
- Applicant/Client Industry
- Applicant/Client Occupation
- Credit Permission
- Assumed Credit Score
- Phone Number
- Phone Number Alt
- Cell Phone Number
- Email Address
- E-Policy
- Mailing Address
- Mailing Address - Line 2
- Mailing City
- Mailing State
- Mailing Zip
- Mailing County
- Mailing Province
- International Mailing Address
- Mailing Country
- CoApplicant Prefix
- CoApplicant First Name
- CoApplicant Middle Name
- CoApplicant Last Name
- CoApplicant Suffix
- CoApplicant Date Of Birth
- CoApplicant Email
- CoApplicant Phone Number
- CoApplicant Gender
- CoApplicant Marital Status
- CoApplicant Education
- CoApplicant Industry
- CoApplicant Occupation
- CoApplicant Relationship to Applicant
- Notes
- Overview Notes
- Assigned To
- Lead Source
- Lead Status
- Lead LOB - Home
- Lead LOB - Auto
- Lead LOB - Flood
- Property FormType
- Property Address
- Property Address - Line2
- Property City
- Property State
- Property Zip
- Property County
- Within City Limits
- New Purchase
- Purchase Date
- Purchase Price
- Usage Type
- Months Occupied
- Distance to Coast
- BCEG
- Territory
- Protection Class
- Flood Zone
- Active Flood Policy
- In Wind Pool
- Year Built
- Structure Type
- Number of Families
- Number of Stories
- Floor Unit Located On
- Square Feet
- Units In Firewall
- Total Units In Building
- Construction Type
- Wall Construction
- Frame Construction
- Masonry Construction
- Foundation Type
- Basement Percent Finished
- Roof Shape
- Portion of Roof Flat
- Roof Hip Percent
- Roof Material
- Pool
- Screened Enclosure Covers Pool
- Pool Fenced
- Pool has Divingboard or Slide
- Screened Enclosure Square Feet
- Screened Enclosure Coverage Amount
- Any Jacuzzi
- Any Hot Tub
- Under Renovation
- Under Construction
- Roof Year
- Roof Update Type
- Plumbing Year
- Plumbing Type
- Electrical Year
- Electrical Type
- Heating Year
- Primary Heat Source
- Water Heater Year
- Coverage A Limit
- Coverage B Limit - Amount
- Coverage B Limit - Percent
- Coverage C Limit - Amount
- Coverage C Limit - Percent
- Coverage D Limit - Amount
- Coverage D Limit - Percent
- Coverage E Limit
- Coverage F Limit
- All Other Perils Deductible
- Hurricane Deductible
- Named Storm Deductible
- Wind Hail Deductible
- Currently Insured
- Any Lapses in Coverage
- Current Carrier
- Current Annual Premium
- Current Policy Number
- Effective Date
- Current Policy Expiration Date
- Mortgage
- Bill To
- Any Claims
- Internal Claims Notes
- Prior Liability Limits
- Luxury Items Discussion Had
- Has Wind Mitigation Form
- Roof Covering
- Roof Deck Attachment
- Roof Wall Connection
- Secondary Water Resistance
- Opening Protection
- A3 Opening Protection Indicator
- Terrain
- Wind Speed Design
- Building Code
- Inspection Company
- Inspector Name
- Inspector License Number
- Inspection Date
- WPI8 Indicator
- Burglar Alarm
- Fire Alarm
- Distance to Fire Hydrant
- Distance to Fire Station
- Gated Community
- Fire Sprinklers
- Business On Premises
- Subdivision
- Protected Subdivision
- Animal Libaility Coverage
- E-Policy
- Equipment Breakdown Coverage
- Flood Endorsement
- ASIProgressive Auto Discount
- Identity Theft Coverage
- Increase Replacement Cost On Dwelling Coverage
- Open Water Exposure Coverage
- Personal Injury Coverage
- Personal Property Replacement Cost
- Refridgerated Contents Coverage
- Any resident smokers?
- Service Line Coverage
- Sinkhole Coverage
- Water Damage Exclusion Ensdorsement
- Wood Burning Stove Indicator
- Accredited Builder Indicator
- Accredited Builder Name
- Ordinance & Law Coverage
- Fungi Mold Coverage
- Loss Assessment Coverage
- Water Backup / Sump Overflow Coverage Indicator
- Water Backup / Sump Overflow Coverage AMount
- Earth Quak Coverage
- IBHS Classification
- Building Code Discount
- Impact Resistant Roof
- Foundation Water Damage Coverage
- Roof Loss Settlement
- Mediation Arbitration
- Kitchen Quality
- Kitch Count
- Full Bathroom Quality
- Full Bathroom Count
- Half Bathroom Quality
- Half Bathroom Count
- Wall Height
- Central Heat And Air
- Fireplaces
- Wood Buring Stoves Count
- Carpet (% of Total Floors)
- Hardwood (% of Total Floors)
- Vinyl (% of Total Floors)
- Tile (% of Total Floors)
- Marble (% of Total Floors)
- Laminate (% of Total Floors)
- Terrazzo (% of Total Floors)
- Quality Grade
- Foundation Shape
- Site Access
- History of any Bankruptcy, Foreclosure, Repossession, or Short Sale?
- Year of most recent Bankruptcy, Foreclosure, Repossession, or Short Sale
- History of any Cancelation, Non-Rewnewal, or Declined Coverage?
- Any Felony Conviction
- Property on More Than 5 Acres?
- Property Not Visible to Neighbors?
- Property With 100 Feet of Industrial Zone?
- Sinkhole Activity?
- Property has Existing Damage?
- Fire Violations?
- Any Ineligible Circuit Breaker Types?
- Electrical Circuit Amps
- Property Converted from Non-Residentual Building?
- Garage Converted to Living Space
- Underground Oil Storage Tank?
- Any Dogs With Bite History
- Any Vicious Dogs
- Any Farm Animals
- Farm Animal Description
- Any Exotic Animals
- Exotic Animal Description
- Dog Breeds
- Any Abandoned Vehicles?
- Any Roommates or Boarders?
- Any Domestic Employees?
- Any Trampolines
- Any Skateboard Ramps?
- Ever Rented or Sublet?
- Unoccupied 8 weeks or more?
- Rental Term Lenght
- Fire Extinguishers?
- Deadbolts?
- Built Over Water?
- Currently For Sale?
- Is Property a Foreclosure, short sale, or previously bank owned?
- Days Vacant
- Water Heater Not Secured to Building Foundation?
- Do any of the porches/patios have a different roof line or roof material from dwelling?
- Run RCE
- Previous Mailing Address
- Previous Mailing Address - Line 2
- Previous Mailing City
- Previous Mailing State
- Previous Mailing Zip
- Previous Mailing County
- Last use of Previous Mailing Address (Month)
- Last use of Previous Mailing Address (Year)
- Mobile Home Manufacturer
- Mobile Home Make
- Mobile Home Model
- Mobile Home Length
- Mobile Home Width
- Mobile Home Park Subdivision
- Mobile Home Location Type
- Mobile Home Serial Number
- ANSI Complaint
- Tie Down Compliant
- Flood Zone
- Flood Community Number
- Flood Community Description
- Flood Zone Map Panel
- Flood Zone Map Panel Suffix
- Flood Deductible
- Flood Policy Type
- Waiting Period
- Prior Flood Loss
- Flood Grandfathering
- Has Flood Elevation Cert
- Flood Elevation Cert Date
- Flood Photograph Date
- Flood Diagram
- Flood Building Coverage Limit
- Flood Contents Coverage Limit
- Flood Elevation Difference
- Non-Participating Flood Community
- CBRA Zone
- Current Carrier
- Current Carrier Type
- Current Flood Expiration Date
- Current Flood Policy Id
- Bodily Injury Coverage
- Current Auto Policy Annual Premium
- Current Auto Policy Carrier
- Current Auto Policy Expiration Date
- Currently Insured
- Current Policy Term Lenght
- Effective Date
- Residence Type
- Prior Liability Limits
- Property Damage Coverage
- Uninsured Motorist Coverage
- Uninsured Motorists Property Damage Coverage
- Years At Current Residence
- Years Continuously Insured
- Years With Current Carrier
- Medical Payments
- PIP Deductible
- PIP Coverge
- Wage Loss Coverage
- AAA Member
- Notes
- Stacked Coverage
- EFT Payments
- PIP Medical Deductible
- PIP Medical Coverage
- Combat Theft
- Spousal Liability
- OBEL
- PIP Additional Coverage
- Autopolicy Primary Garage State
- Auto Policy Current Policy Id
- Claim Description
- Date of Claim
- Claim Amount
- Reporting Source of Claim
- Act Of God
- Catastrophic Loss
- From Prior Residence
- Claim was Paid
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Gender
- Marital Status
- Education Level
- Date Of Birth
- Industry
- Occupation
- Years of Occupation
- Relationship to Primary Driver (aka the Isnured)
- Rated Driver
- License Status
- Date First Licensed
- Age First Licensed
- License Number
- License State
- License Suspended or Revoked in Last 5 Years
- Driver Training Date
- SR22 / FR44 Requirements
- Driver Violation Points
- Good Student Driver
- Driver Training Completed
- Driver is student living more than 100 Miles from home
- Social Security Number
- Vehicle Year
- Vehicle Make (aka Manufacturer)
- Vehicle Model
- VIN (Vehicle Identification Number)
- Anti Theft Device
- Passive Restraints
- Anti-Lock Brakes
- Ownership Status
- Annual Mileage
- Length Of Ownership
- Primary Driver
- Usage Type
- Miles Driven One Way
- Days Driven Per Week
- WeeksDriven Per Month
- Existing Vehicle Damage
- Comprehensive Deductible
- Collision Deductible
- Uninsured Motorist Property Damage Limit
- Uninsured Motorist Property Damage Deductible
- Towing / Road Assistance Coverage
- EAP Coverage
- Rental Coverage
- Cost of Vehicle at New
- Odometer Reading
- Body Style
- Drive Type
- Engine Information
- Vehicle Fuel Type
- Garage Location
- Use for Ride Share
- Telematics Enrollment
- OEM Parts Endorsement
- Original Vehicle Owner
- Garage Type
- Capacity
- Square Feet
- The Zapier Index of the Driver the Violation is associated with
- Type of Violation / Incident
- Date of Violation
- Claim Amount
- Comprehensive Claim Details
- Comprehensive Bodily Injury Amount
- Comprehensive Property Damage Amount
Action
Write

For AI agents & developers

Use Close and QuoteRUSH with AI agents and code

Beyond Zap workflows. Call Close and QuoteRUSH 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 Close and QuoteRUSH actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Address to Lead
Add Lead

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Close and QuoteRUSH actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* close / quoterush action */ });

Run the SDK docs

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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Connect Close and QuoteRUSH 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 Close to QuoteRUSH integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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.

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About QuoteRUSH

QuoteRUSH is a Personal Lines comparative rating tool used to give Agents accurate rates for their customers, the first time.

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Connect Close and QuoteRUSH to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

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Supported triggers and actions

Use Close and QuoteRUSH with AI agents and code

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Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Close and QuoteRUSH to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Close on the Zapier blog

4 Close automation ideas

Make work flow with AI

Connect Close to QuoteRUSH on the world's largest no-code automation platform