Close Integrations & Connections | Connect and Automate
Discover powerful Close integrations to automate your work and streamline processes. Connect with popular tools to build automated workflows, sync data, and boost your team's productivity.
Streamline your recruitment process by connecting Workable with Close. With this workflow, every time a new candidate emerges in Workable, it initiates a process to create a lead in Close. It effectively aligns your HR and sales processes, ensuring all potential talent is promptly recognized and managed within your sales pipeline. Enhance efficiency, eliminate manual data transfer, and discover an easier way of managing new talent.
Stay on top of new opportunities and improve communication with this efficient workflow. When a new opportunity reaches a specific status in Close, a meeting will be scheduled in Google Meet. This automation ensures you're always ready to discuss and capitalize on potential deals in a timely manner.
Streamline your note-taking process with this efficient workflow. Whenever a new transcript is created in Krisp, a corresponding note will be generated in Close. This seamless process ensures important communication details are captured without any extra effort, enhancing your productivity and ensuring nothing slips through the cracks.
Keep your sales records up-to-date with this efficient workflow. Whenever there's a new or updated custom object in your Close app, it immediately updates the corresponding record in your NetSuite app. This makes sure that your team always has the latest information at their disposal, enhancing productivity and reducing manual data entry.
In the competitive world of sales, turning prospect into customer quickly is key. With this workflow, once a new opportunity changes status within the Close app, a customer will be created in QuickBooks Online. This not only enhances efficiency, but also ensures every potential lead is automatically captured without manual intervention needed. Make the most out of every sales opportunity using this seamless solution.
When there's a new published custom activity in your Close app, wouldn't it be perfect if your contacts in Sage Intacct were updated instantly? This handy automation ensures just that. It starts whenever there's an activity in Close, creating a contact in Sage Intacct right away. Say goodbye to manual updates and boost your productivity with this seamless information transfer in real-time.
Streamline your client management process with this automation. When a new client is added in HoneyBook, a corresponding lead is created in Close, keeping your sales pipeline updated. This workflow ensures a seamless transfer of data, reducing manual entry and freeing up time for more important tasks. Stay on top of every new client and never miss an opportunity to grow your business.
Enable efficient communication with potential clients using this workflow. Once new leads are identified in Close, a private message is instantly created in Chanty. This process ensures you stay updated, enhances your response time, and optimizes customer interaction. Enjoy seamless, effective communication, and capture every business opportunity promptly.
Streamline your lead tracking process with this automation that efficiently organizes your Close leads into your Microsoft Excel spreadsheet. As soon as a New Lead is generated in a Smart View in Close, a new row will be created in your Excel sheet. This workflow not only helps you keep better track of your leads, but also saves you the manual effort of inputting data into Excel.
Streamline your sales process with this powerful integration. When you acquire a new opportunity in your Close app, a corresponding task is instantly set up in your Height app. This seamless process helps you stay on top of your sales leads, ensuring no opportunity is missed. This integration considerably decreases manual data entry, providing you with more time to grow your business.
When a new opportunity surfaces in Close, this workflow instantly creates a client in Toggl Track. By connecting your sales and time tracking efforts, you'll ensure no client slips through the cracks. Enjoy seamless productivity and better manage your sales opportunities with this efficient setup.
Track new sales opportunities effortlessly with this workflow. When a new order is placed in your Shopify store, it seamlessly creates a lead in the Close app. Make the most out of every sale, and turn your buyers into repeat customers by keeping them engaged. It's a simple yet effective way to save time and enhance your CRM process.
Save time and improve customer follow-up with this simple workflow. When a customer leaves items in their cart within ThriveCart, a new lead will be promptly created in the Close app. This means no more manually transferring information between systems, and more time for you to recover potential sales. Your customer relationship management just got a lot easier.
Increase your team's efficiency by bridging the gap between Close and Zendesk with this workflow. Whenever a new lead is identified in your Close smart view, a corresponding ticket will be created in Zendesk. This seamless integration helps eliminate manual data entry and ensures that every lead gets immediate attention, thus enhancing your customer service and lead conversion rates.
Ensure that every new call recording in Close is immediately available in the tl;dv app with this handy automation. Upon receiving a new call recording in Close, the workflow instantly uploads the recording to the tl;dv app, making it readily accessible for you. With this setup, you can streamline your processes and save valuable time on manual data transfer.
Effortlessly manage your new opportunities in Close by registering them for a Zoom webinar with this seamless automation. Once a new opportunity arises in Close, this workflow will register them for a designated webinar in Zoom, ensuring that potential clients can easily access and engage with your offerings. Simplify your sales process, save time, and boost engagement with this user-friendly solution.
Effortlessly keep track of new contacts in your Close app by instantly creating a note in OneNote with this seamless workflow. When a new contact is added in Close, a note will be generated in OneNote containing the contact's information. Stay organized and easily find important details about your leads by centralizing your contact data with this powerful automation.
Efficiently manage your new contacts in Close by creating cards in Pipefy. This automation streamlines your process by instantly generating a Pipefy card whenever a new contact is added in Close. Save time, maintain organization, and ensure that every new contact is seamlessly integrated into your workflow.
Stay on top of new opportunities in Close with this efficient workflow that connects Close and SmartSuite. Whenever a new opportunity arises in Close, a record is created in SmartSuite, ensuring that your sales tracking and management stay streamlined and up-to-date. Save time and maintain consistency by automatically linking your sales prospects to your essential management tools.
When a new opportunity arises in the Close app, this workflow immediately establishes a corresponding project in the Motion app. It helps to efficiently capture all potential business prospects, streamlining your workflow for maximum productivity. This not only tracks potential client projects, but also safeguards your valuable time and resources.
When a new message pops up in your Missive app, tap into this workflow to instantly create a lead in the Close app. This efficient automation swiftly transforms incoming communications into potential sales opportunities, saving you time and keeping your pipeline fully stocked. Embrace the power of seamless connection between Missive and Close to optimize your sales process.
Boost your sales process by connecting Close and Harvest with this efficient workflow. When a new lead is added in Close, a contact will be created in Harvest, ensuring all crucial information is seamlessly transferred. Stay organized and save time by streamlining this important part of your lead management process.
Easily stay on top of new opportunities in Close by creating action items in Fellow with this seamless workflow. When a new opportunity arises in Close, an action item will be added to your Fellow account, ensuring you never miss an important task or goal associated with your sales pipeline. Streamline your productivity and improve sales performance by connecting Close and Fellow effortlessly.
Stay on top of your customer database with this efficient workflow. When a custom activity is published in Close, a new customer is instantly created in Zoho Books. This is a seamless way to ensure the information for your business clients is kept accurate and updated across all your platforms. Improve data consistency and save time with this simple, yet powerful process.
Effortlessly manage your new leads from Close by creating tasks in Redbooth with this seamless workflow. Once set up, every time a new lead is added in Close, a corresponding task will be created in Redbooth, ensuring all essential information is easily accessible for your team. Stay organized and focused on making meaningful connections, while centralizing your tasks in one platform.
With this workflow, when there's a new lead in a specific status within the Close app, a user is created in your WordPress site. Make use of this automation to instantly register your potential customers on your website without having to manually transfer their details. This way, you can efficiently and swiftly engage your leads, enhancing your customer conversion rate.
Seize every new opportunity in Close by instantly creating a task list in Zoho Projects. With this automation, whenever a new opportunity is added in Close, a corresponding task list will be generated in Zoho Projects, helping you effectively manage and organize your tasks. Stay on top of your sales game by always being prepared for fresh opportunities.
Improve your business communication efficiency with this powerful workflow. Whenever there's a new lead in your Smart View on Close, a corresponding email is dispatched via Microsoft Outlook instantly. This streamlined process enhances your team's engagement speed, cultivates stronger customer relationships and boosts potential conversion rates.
Seamlessly manage your sales process by connecting Close and Scoro with this efficient workflow. Whenever a new opportunity arises in the Close app, a person will be created or updated in your Scoro app, ensuring that your customer information stays up-to-date across both platforms. Save time and eliminate manual data entry, while keeping your sales pipeline organized and streamlined.
Streamline your lead management process with this workflow. Whenever a new record is added in Quickbase, it immediately creates a lead in Close. This not only removes manual data entry but also ensures accurate and timely information transfer for quicker follow-ups with potential clients. This seamless process could prove to be a game-changer for your business.
Easily manage your contacts across platforms with this seamless workflow. When you add a new contact in Close, this automation creates a person contact in Karbon, ensuring your team is up-to-date and connected with your ever-growing client base. Stay organized, save time, and maintain consistent data across your business tools.
Effortlessly manage your project tasks and stay organized whenever you add a new contact in Close. This workflow instantly creates an action for your corresponding project in Hive, ensuring all important information is updated across both platforms. Save time and increase work efficiency by streamlining your contact management process with this convenient automation.
Effortlessly keep your contact records up to date with this workflow between Close and Stacker. Whenever a new contact is added in Close, this automation will create a new record in your Stacker app. Streamline your data management process and ensure consistency across your platforms with this easy-to-use solution.
Effortlessly manage your marketing strategies when you create a new contact in Close with this efficient automation. Whenever you add a new contact in Close, it instantly generates an overview report from SEMrush, providing you valuable insights to streamline your marketing efforts. Stay informed and proactively adapt your strategies by leveraging this seamless integration between Close and SEMrush.
Stay on top of your sales pipeline by automating the task creation process with this Close and Remember The Milk integration. Whenever a new lead is added in Close, this workflow will create a new task in Remember The Milk, helping you manage follow-ups and ensuring that no opportunity slips through the cracks. Enhance your productivity and streamline your sales process with this seamless automation.
Keep your records updated seamlessly with this solution. Whenever there's a new or updated workflow subscription in Close, a corresponding record will be instantly created in Tables by Zapier. This not only saves time but ensures all changes in your Close subscriptions are accurately reflected in your Tables dataset. Stay organized and efficient with this effortless integration.
With the integration of Close and Wrike, new leads are immediately transformed into tasks. When a lead reaches a certain status in Close, a task is instantly created in Wrike, which results in quicker response times and efficient lead management. This seamless workflow increases productivity, reduces manual entry, and ultimately accelerates your sales process. Stay on top of your leads and ensure no opportunity slips through the cracks with this easy-to-set-up automation.
When you publish a custom activity on Close, this workflow instantly creates a note in Productboard. This seamless automation saves time, removes the potential for human error, and allows for more efficient communication between your Close and Productboard apps. Streamline your workflow to keep your projects organized and up-to-date.
Enhance your sales efficiency with this streamlined workflow. Whenever a new order comes in through your WooCommerce store, it instantly generates a new lead in your Close account. This seamless process helps to keep your sales funnel organized, track potential customers efficiently, and ensures no sales opportunity goes unnoticed. Leverage your WooCommerce orders into viable sales leads within Close for maximum business productivity.
Kickstart your project management process in TimeCamp whenever a new opportunity arises in Close. This workflow begins as soon as a fresh opportunity is detected in Close and swiftly results in the creation of a fresh project within TimeCamp. Embrace this process to streamline your project initiation, saving valuable time and ensuring you never miss a new business chance.
Stay on top of your sales leads with this seamless workflow between Close and OmniFocus. When a new lead is added in Close, a task is created in OmniFocus, ensuring you never miss a follow-up opportunity. Improve your sales process by automating your lead management and increasing productivity.
Stay informed on new opportunities and foster seamless team communication with this efficient automation. When a new opportunity arises in Close, this workflow automatically posts a comment in Twist, ensuring your team stays updated and aligned without any manual updates. Enhance productivity and never miss a chance to capitalize on new business opportunities.
Streamline your lead generation process with this workflow. When a new row is added in Smartsheet, this automation instantly creates a lead in Close. Save time, eliminate manual data entry and ensure all valuable leads from Smartsheet are promptly captured in your Close pipeline.
Stay updated with new contacts in your CRM by posting a message in Mattermost every time there's a new contact added in Close. This integration will create a message in your desired Mattermost channel, providing you with essential contact information directly from Close. Keep your team informed and streamline communication with this simple automation.
Maintain harmony between your Help Scout and Close applications with this efficient workflow. Upon every tag update in Help Scout, the same alteration is instantly reflected in Close, streamlining your customer care and sales strategies. This swift solution transforms customer inquiries into potential business deals, making your customer service a valuable revenue asset.
Streamline your project management process with this workflow. When a new opportunity in status arises in Close, it prompts the creation of an issue in Linear, ensuring all important tasks are captured and acted upon promptly. This automation enhances efficiency and reduces manual data entry. Let this workflow ensure your Linear tasks always align seamlessly with your opportunities in Close.
Effortlessly stay on top of new leads in your Close CRM by using this automation workflow. Whenever a new lead is added in Close, the workflow will reformat the lead information using Formatter by Zapier, allowing you to instantly receive clear and organized lead details. Enhance your lead management process and save valuable time with this efficient solution.
Easily engage with new contacts from Close by connecting it with ChatGPT. With this workflow, every time a new contact is added in Close, a conversation in ChatGPT is initiated, allowing you to seamlessly interact and build stronger relationships with your leads. Enhance your communication process and save time with this efficient automation.
Effortlessly keep your Close app up to date with new company information from the Kommo app. With this intuitive workflow, anytime a new company is added in Kommo, the custom activity will be updated in Close, ensuring your data stays accurate and consistent. Streamline your processes and maintain an organized database by connecting Kommo and Close through this simple automation.
Hone in on your potential customer base as soon as a New Lead in Status emerges in your Close app. With this quick and efficient workflow, you can readily create a record in your Clay app's table. This easy automation simplifies lead management, allowing you to track prospects and focus on converting them into valuable customers, boosting your business productivity.
