Connect Close and Ezekia to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Close to Ezekia with a Zapier template.
Our most popular template
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Close with Ezekia - no code necessary. See how you can get setup in minutes.






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 Billing Contact" in Ezekia.
You’re connected!
Zapier seamlessly connects Close and Ezekia, 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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Trigger ActionsRequired
- Custom Object TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Limitations
- Lead Smart View
- (deprecated) Search Query
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Note Contains Words Starting With...
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Status ID
- Status Label
- Status Type
- Value Period
- Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead IDRequired
- Address Label
- Address 1
- Address 2
- City
- State
- Zipcode
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Call IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source Lead IDRequired
- Destination Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Send Done EmailRequired
- TypeRequired
- Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Action TypeRequired
- Smart View or (deprecated) Search QueryRequired
- Workflow ID
- Send Done EmailRequired
ActionThis is an event a Zap performs.WriteCreate 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Custom Object TypeRequired
- Custom Object NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Export TypeRequired
- FormatRequired
- Lead Smart View or (deprecated) Search Query
- Fields
- Include Activities
- Include Smart Fields
ActionThis is an event a Zap performs.WriteCreate 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead Smart View or (deprecated) Search QueryRequired
ActionThis is an event a Zap performs.WriteCreate 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User ID
- Start Date
- End Date
- Or Use a Date Range Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- QueryRequired
- Share With Specific Users
- Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Report TypeRequired
- Lead Smart View or (deprecated) Search Query
- Start Date
- End Date
- Or Use a Date Range Label
- User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Group(s) to Select From
- Availability
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Phone NumberRequired
- Call Forwarding Enable/DisableRequired
- Forward to Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Call IDRequired
- Contact
- Text
- Phone Number
- Duration
- Outcome
- Recording URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom Activity IDRequired
- Custom Activity TypeRequired
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Company Name
- Description
- Url
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Opportunity IDRequired
- Assigned to User
- Contact ID
- Status
- Confidence
- Value
- Value Period
- Close Date
- Notes
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Smart View IDRequired
- Name
- Query
- Share With Specific Users
- Or Share With Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy_text
- User ID
- From Email Or Domain
- From Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Activity TypeRequired
- Status
- Lead ID
- Search by Custom Activity ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Group Name
- Group ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Date
- Assigned To
- Status
- Title
- Lead ID
- Search by Meeting ID
ActionThis is an event a Zap performs.SearchFind 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
- Or Search by Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Assigned To
- Due Date
- Description
- Is Complete
- Lead ID
- Or Search by Task ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Lead ID
- User ID
- Direction
- Message Text
- External WhatsApp Message ID
- Local Phone
- Remote Phone
- Search by WhatsApp Message ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Activity TypeRequired
- Status
- LeadRequired
- Search by Custom Activity ID
- Custom Activity TypeRequired
- Created By User
- StatusRequired
ActionThis is an event a Zap performs.Search or writeFind 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
ActionThis is an event a Zap performs.Search or writeFind 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
- Or Search by Opportunity ID
- StatusRequired
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Contact ID
- Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Result LimitRequired
- Lead ID
- User ID
- Direction
- Message Text
- External WhatsApp Message ID
- Local Phone
- Remote Phone
- Search by WhatsApp Message ID
- Lead IDRequired
- Contact IDRequired
- DirectionRequired
- Message TextRequired
- Local PhoneRequired
- Remote PhoneRequired
- External WhatsApp Message IDRequired
- Integration Link
- Response To Activity ID
- Activity At
- Attachments
- Send to Inbox
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Assignment Converted to Opportunity
Triggers when an assignment is converted to an opportunity
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Billing Contact Added
Triggers when a billing contact is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Candidate Added to Assignment
Triggers when a candidate is added to an assignment
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Candidate Status Added
Triggers when a candidate pipeline status is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Candidate Status Deleted
Triggers when a candidate pipeline status is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Off-Limits Created
Triggers when an off-limits for a company is added
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Company Status Changed
Triggers when a company status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Education Added to Person
Triggers when a new qualification/education is added to a person.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Fixed Fee Locked
Triggers when a fixed fee is locked.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Fixed Fee Updated
Triggers when a fixed fee is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Locked
Triggers when an invoice is locked
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Status Changed
Triggers when an invoice status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Updated
Triggers when an invoice is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Converted to Opportunity
Triggers when a list is converted to an opportunity
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Company Created
Triggers when a new company is created on the platform.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice Created
Triggers when a new invoice is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Converted to Assignment
Triggers when an opportunity is converted to an assignment
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Document Uploaded
Triggers when an opportunity document is uploaded
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Person Document Uploaded
Triggers when an person document or resume is uploaded
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Person Education Updated
Triggers when an education/qualification belonging to a person is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Person Off-Limits Updated
Triggers when an off-limits for a person is updated
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Person Position Updated
Triggers when a position belonging to a person is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Person Tag Added
Triggers when a person tag is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Person Updated
Triggers when a person is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Archived
Triggers when a project is archived.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Status Changed
Triggers when a project status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Revenue Deleted
Triggers when a revenue is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Revenue Status Changed
Triggers when a revenue status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Revenue Updated
Triggers when a revenue is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company NameRequired
- ConstraintRequired
- End Date
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Base Salary Amount
- Base Salary Currency
- Interim Rate Amount
- Interim Rate Currency
- NED Rate Amount
- NED Rate Currency
- Bonus Percentage
- Notice Period
- Probono
- Additional Information
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Position TypeRequired
- Careers
- industries
- Locations
- Status
- NED Classification
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Custom FieldRequired
- Label TypeRequired
- ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Degree/QualificationRequired
- University / College / Awarding bodyRequired
- Field of study
- Summary
- Primary/Main Qualification
- Start Date
- End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- Website URLRequired
- TitleRequired
- TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AssignmentRequired
- NoteRequired
- Tag(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- NoteRequired
- Tag(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tag(s)Required
- PeopleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AssignmentRequired
- Candidate(s)Required
- Pipeline Tag(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Old Email AddressRequired
- New Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Link IDRequired
- Website URLRequired
- TitleRequired
- TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Owner
- Division
- Description
- Size
- Email
- Phone
- Specialities
- Industries
- Address Building
- Address Street
- Address City
- Address State
- Address Postcode
- Address Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Reference Number
- Number Pattern Info
- Invoice Number
- AmountRequired
- DescriptionRequired
- TagRequired
- StatusRequired
- Invoice DateRequired
- Due Date
- Paid Date
- Note
- CurrencyRequired
- Percent
- Status
- Recipient Type
- Recipient ID
- Recipient Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Title
- First nameRequired
- Last nameRequired
- Job title
- CompanyRequired
- Owner ID
- Department
- Emails
- Links
- Phones
- Career
- Industry
- Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project NameRequired
- LabelRequired
- Project ID
- Company
- Owner
- Description
- Industries
- List
- Start Date
- End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- AssigneesRequired
- Due DateRequired
- TimezoneRequired
- PrivateRequired
- TagRequired
- ID
- Label
- Recursion Type
- Recursion Frequency
- Recursion Days
- Note
- Priority
- Done
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- Link IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Phone IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fixed FeeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- RevenueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tag(s)Required
- Person/PeopleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- TypeRequired
- NameRequired
- Owner
- Division
- Description
- Size
- Email
- Phone
- Specialities
- Industries
- Address Building
- Address Street
- Address City
- Address State
- Address Postcode
- Address Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Fixed FeeRequired
- AmountRequired
- CurrencyRequired
- TagRequired
- Due Date
- Paid At
- Note
- Recipient IDRequired
- Recipient TypeRequired
- Recipient NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- SubjectRequired
- Note
- Start Date/TimeRequired
- End Date/TimeRequired
- TimezoneRequired
- Location
- Agenda
- TagRequired
- PrivateRequired
- SensitivityRequired
- All DayRequired
- Details
- Include DetailsRequired
- Include NameRequired
- ID
- Label
- ID
- Type
- Full Name
- Email
- Microsoft Graph Integration ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Title
- First NameRequired
- Last nameRequired
- Owner ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- PersonRequired
- End Date
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person IDRequired
- Owner ID
- Resume/CV fileRequired
- Add filename and extension eg "example.png"Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Revenue IdRequired
- AmountRequired
- CurrencyRequired
- ProbabilityRequired
- Revenue Owner
- DateRequired
- TagRequired
- Percent
- Status
- Recipient Type
- Recipient ID
- Recipient Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- DoneRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- PriorityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- Custom Field IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- LinkedIn URLRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Person IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Field(s) Required to Trigger
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Contact Smart View IDRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Custom_activity_v2_instructions
- Custom Activity TypeRequired
- Filled-in fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Direction
- Template ID
- User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Status ID
- Old Status ID
- Trigger on Lead Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Object TypeRequired
- ActionRequired
- User ID
- Changed Fields
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Status ID
- New Status Type
- Old Status ID
- Old Status Type
- Trigger on Opportunity Creation
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Workflow
- ActionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Completed?
- Assigned to User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Lead IDRequired
- Contact IDRequired
- DirectionRequired
- Message TextRequired
- Local PhoneRequired
- Remote PhoneRequired
- External WhatsApp Message IDRequired
- Integration Link
- Response To Activity ID
- Activity At
- Attachments
- Send to Inbox
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TypeRequired
- MetricsRequired
- Date RangeRequired
- Users
- groups
- Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MetricsRequired
- Date RangeRequired
- Users
- Groups
- Query
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Lead Smart View or (deprecated) Search QueryRequired
- Exclude leads that already received this email templateRequired
- Contact PreferenceRequired
- Send Done EmailRequired
- Email Acccount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Contact ID
- Phone Number
- Direction
- Duration
- Outcome
- Text
- Recording URL
- User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Custom Activity TypeRequired
- Created By User
- StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Contact
- StatusRequired
- Date Created
- Date Scheduled
- To
- Cc
- Bcc
- Subject
- Body Text
- Body HTML
- Template
- Follow-Up Date
- Email Account ID
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email AddressRequired
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- Text TypeRequired
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Report breakdownRequired
- PipelineRequired
- Report typeRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead
- StatusRequired
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Contact ID
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- WorkflowRequired
- Send emails from
- Assign calls to
- Send SMS from
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Contact ID
- Date Created
- StatusRequired
- Date Scheduled
- Local PhoneRequired
- Remote PhoneRequired
- Text
- Template
- SourceRequired
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assigned To
- LeadRequired
- Date
- TextRequired
- Is Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Name
- Title
- Email Addresses
- Phone Numbers
- Urls
- Add to or Replace
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom Object IDRequired
- Custom Object TypeRequired
- Custom Object Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note IDRequired
- Text TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubscriptionRequired
- ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Assigned To
- Text
- Date
- Is Complete
ActionThis is an event a Zap performs.WriteCreate 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
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Search by Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- Custom Object TypeRequired
- Lead ID
- Custom Object Name
- Search by Custom Object ID
ActionThis is an event a Zap performs.SearchFind 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
ActionThis is an event a Zap performs.SearchFind existing data in your app- Note Contains Words Starting With...
- Lead ID
- Or Search by Note ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Workflow
- Contact ID
- Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Full Name
- Email
- Or Search by User ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Result LimitRequired
- 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Result LimitRequired
- Custom Object TypeRequired
- Lead ID
- Custom Object Name
- Search by Custom Object ID
- Lead IDRequired
- Custom Object TypeRequired
- Custom Object NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Note Contains Words Starting With...
- Lead IDRequired
- Or Search by Note ID
- Text TypeRequired
- Attachments
ActionThis is an event a Zap performs.Search or writeFind 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
- LeadRequired
- Date
- TextRequired
- Is Complete
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Assignment Converted to List
Triggers when an assignment is converted to a list
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Assignment Document Uploaded
Triggers when an assignment document is uploaded
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Billing Contact Deleted
Triggers when a billing contact is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Candidate Pipeline Status Changed
Triggers when a candidate pipeline status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Document Uploaded
Triggers when a company document is uploaded
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Off-Limits Updated
Triggers when an off-limits for a company is updated
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Company Updated
Triggers when a company is updated on the platform.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Fixed Fee Deleted
Triggers when a fixed fee is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Fixed Fee Unlocked
Trigger when a fixed fee is unlocked.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Retrieve Search Firm Users
Get all the search firm users
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Invoice Deleted
Triggers when an invoice is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Unlocked
Triggers when an invoice is unlocked.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Converted to Assignment
Triggers when a list is converted to an assignment
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Document Uploaded
Triggers when a list document is uploaded
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Fixed Fee Created
Triggers when a new fixed fee is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice Template Created
triggers when a new invoice template is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Person Created
Triggers when a new person is created on the platform.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Revenue Created
Triggers when a new revenue is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Completion Changed
Triggers when a completion percentage is changed in an opportunity
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Converted to List
Triggers when an opportunity is converted to a list
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Person Education Deleted
Triggers when an education/qualification belonging to a person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Person Off-Limits Created
Triggers when an off-limits for a person is added
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Person Position Deleted
Triggers when a position belonging to a person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Person Tag Removed
Triggers when a person tag is removed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Position Added to Person
Triggers when a new position is added to a person.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Deleted
Triggers when a project is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Revenue Locked
Triggers when a revenue is locked.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Revenue Unlocked
Triggers when a revenue is unlocked.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project IDRequired
- Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OpportunityRequired
- Completion PercentageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- Custom FieldRequired
- LabelTypeRequired
- ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Custom FieldRequired
- ValueRequired
- LabelTypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Email AddressRequired
- Label
- Is Default?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Website URLRequired
- TitleRequired
- TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- NoteRequired
- Tag(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- End Date
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AssignmentRequired
- Person/PeopleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Phone NumberRequired
- LabelRequired
- Is Default?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Primary
- Title
- Position Type
- Career
- Industry
- Location
- Summary
- Department
- Team Size ID
- Company Name
- Company
- Start date
- End date
- Skills
- Achievements
- Company Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TagRequired
- ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- Link IDRequired
- Website URLRequired
- TitleRequired
- TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Phone IDRequired
- Phone NumberRequired
- LabelRequired
- Is Default?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- AmountRequired
- CurrencyRequired
- TagRequired
- Due Date
- Paid At
- Note
- Recipient IDRequired
- Recipient TypeRequired
- Recipient NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Note
- Start Date/TimeRequired
- End Date/TimeRequired
- TimezoneRequired
- Location
- Agenda
- TagRequired
- PrivateRequired
- SensitivityRequired
- All DayRequired
- Details
- Include DetailsRequired
- Include NameRequired
- ID
- Label
- ID
- Type
- Full Name
- Email
- Microsoft Graph Integration ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Owner ID
- Project ID
- Project Type
- Resume/CV fileRequired
- Add filename and extension eg "example.png"Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- AmountRequired
- CurrencyRequired
- ProbabilityRequired
- Revenue Owner
- DateRequired
- TagRequired
- Percent
- Status
- Recipient Type
- Recipient ID
- Recipient Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Link IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- FromRequired
- ToRequired
- Cc
- Bcc
- SubjectRequired
- BodyRequired
- Microsoft Graph ID
- Microsoft Graph Message ID
- Created At
- Attachments
- Attachments Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- InvoiceRequired
- TemplateRequired
- Due DateRequired
- Number Pattern Info
- Invoice NumberRequired
- LocaleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AssignmentRequired
- Candidate(s)Required
- Pipeline Tag(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Fixed FeeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- RevenueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- Company NameRequired
- ConstraintRequired
- End Date
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- InvoiceRequired
- Reference Number
- Number Pattern Info
- Invoice Number
- CurrencyRequired
- AmountRequired
- TagRequired
- DescriptionRequired
- StatusRequired
- Invoice DateRequired
- Due Date
- Paid Date
- Note
- Percent
- Status
- Recipient Type
- Recipient ID
- Recipient Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- PinnedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- PersonRequired
- Degree/QualificationRequired
- University / College / Awarding bodyRequired
- Field of study
- Summary
- Primary/Main Qualification
- Start Date
- End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IdRequired
- PersonRequired
- PrimaryRequired
- Title
- Position Type
- Career
- Industry
- Location
- Summary
- Department
- Team Size ID
- Company Name
- Company
- Start date
- End date
- Skills
- Achievements
- Company Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- LabelRequired
- Project NameRequired
- Project ID
- Owner
- Company
- Description
- Industries
- List ID
- Start Date
- End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- TitleRequired
- AssigneesRequired
- Due DateRequired
- TimezoneRequired
- PrivateRequired
- TagRequired
- ID
- Label
- Recursion Type
- Recursion Frequency
- Recursion Days
- Note
- PriorityRequired
- DoneRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- PinnedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project, company or person IDRequired
- TypeRequired
- FileRequired
- Add filename and extension eg "example.png"Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IDRequired
- Type
ActionThis is an event a Zap performs.SearchFind existing data in your app- LocationRequired
- Level
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Person IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Phone numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023




93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Close and Ezekia 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

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
