Close Integrations

Do more with Close integrations

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Quickly automate Close integrations with Zapier's templates

Generate Close leads from new Calendly invitees
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Calendly + Close
Send new Typeform entries to Close as leads
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Typeform + Close
Get Slack notifications for new Close leads
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Close + Slack
Create leads in Close from new OnceHub bookings
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OnceHub + Close

Add new TikTok Lead Generation leads to Close
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TikTok Lead Generation + Close

Send newly-updated Google Sheets rows to Close as leads
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Google Sheets + Close

Generate Close leads from new Calendly invitees

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Calendly + Close

Send new Typeform entries to Close as leads

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Typeform + Close

Get Slack notifications for new Close leads

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Close + Slack

Create leads in Close from new OnceHub bookings

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OnceHub + Close

Add new TikTok Lead Generation leads to Close

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TikTok Lead Generation + Close

Send newly-updated Google Sheets rows to Close as leads

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Google Sheets + Close

Supported triggers and actions

What does this mean?

New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Trigger
Instant
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- Direction
- Completed?
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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- Trigger ActionsRequired
- Custom Object TypeRequired
Trigger
Instant
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- Completed?
Trigger
Instant
Try It

- Status ID
Trigger
Instant
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- Limitations
- Lead Smart View
- (deprecated) Search Query
Trigger
Scheduled
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- Added or Removed?
Trigger
Instant
Try It
- Note Contains Words Starting With...
Trigger
Scheduled
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- Status ID
- Status Label
- Status Type
- Value Period
- Assigned to User
Trigger
Instant
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- Direction
- User ID
Trigger
Instant
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New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Trigger
Instant
Try It
- Call IDRequired
Action
Write
- Contact IDRequired
- Email AddressRequired
Action
Write
- Source Lead IDRequired
- Destination Lead IDRequired
Action
Write
- Send Done EmailRequired
- TypeRequired
- Lead Smart View or (deprecated) Search QueryRequired
Action
Write
- Action TypeRequired
- Smart View or (deprecated) Search QueryRequired
- Workflow ID
- Send Done EmailRequired
Action
Write
- LeadRequired
- 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 IDRequired
- Custom Object TypeRequired
- Custom Object NameRequired
Action
Write
- Export TypeRequired
- FormatRequired
- 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 QueryRequired
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
- NameRequired
- QueryRequired
- Share With Specific Users
- Or Share With Organization
Action
Write
- Report TypeRequired
- 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 NumberRequired
- Call Forwarding Enable/DisableRequired
- Forward to Number
Action
Write
- Call IDRequired
- Contact
- Text
- Phone Number
- Duration
- Recording URL
Action
Write
- Custom Activity IDRequired
- Custom Activity TypeRequired
- Status
Action
Write
- Lead IDRequired
- Company Name
- Description
- Url
- Status
Action
Write
- Opportunity IDRequired
- Assigned to User
- Contact ID
- Status
- Confidence
- Value
- Value Period
- Close Date
- Notes
Action
Write
- Smart View IDRequired
- Name
- Query
- Share With Specific Users
- Or Share With Organization
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Copy Text
- User ID
- From Email Or Domain
- From Name
Action
Search
- Custom Activity TypeRequired
- Status
- Lead ID
- Search by Custom Activity ID
Action
Search
- Group Name
- Group ID
Action
Search
- Result LimitRequired
- 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
- Or Search by Opportunity ID
Action
Search
- Assigned To
- Due Date
- Description
- Is Complete
- Lead ID
- Or Search by Task ID
Action
Search
- Result LimitRequired
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Search by Contact ID
- LeadRequired
- 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 LimitRequired
- Custom Object TypeRequired
- Lead ID
- Custom Object Name
- Search by Custom Object ID
- Lead IDRequired
- Custom Object TypeRequired
- Custom Object NameRequired
Action
Search or write
- Note Contains Words Starting With...
- Lead IDRequired
- Or Search by Note ID
- Text TypeRequired
- Attachments
Action
Search or write
- Assigned To
- Due Date
- Description
- Is Complete
- Lead ID
- Or Search by Task ID
- Assigned To
- LeadRequired
- Date
- TextRequired
- Is Complete
Action
Search or write

New Call Transcript
Triggers when a new call or voicemail transcript is added to Close.
Trigger
Instant
Try It
- Contact Smart View IDRequired
Trigger
Scheduled
Try It
- Custom Activity V 2 Instructions
- Custom Activity TypeRequired
- Filled-in fields
Trigger
Instant
Try It
- Direction
- Template ID
- User ID
Trigger
Instant
Try It
- Type
- User IDRequired
Trigger
Instant
Try It
- New Status ID
- Old Status ID
- Trigger on Lead Creation
Trigger
Instant
Try It
- Statuses
Trigger
Instant
Try It
- Object TypeRequired
- ActionRequired
- 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
- ActionRequired
Trigger
Instant
Try It
- Completed?
- Assigned to User
Trigger
Instant
Try It
- Lead IDRequired
- Address Label
- Address 1
- Address 2
- City
- State
- Zipcode
- Country
Action
Write
- Email IDRequired
Action
Write
- TypeRequired
- MetricsRequired
- Date RangeRequired
- Users
- groups
- Query
Action
Write
- MetricsRequired
- Date RangeRequired
- Users
- Groups
- Query
Action
Write
- Template IDRequired
- Lead Smart View or (deprecated) Search QueryRequired
- Exclude leads that already received this email templateRequired
- Contact PreferenceRequired
- Send Done EmailRequired
- Email Acccount
Action
Write
- LeadRequired
- Contact ID
- Phone Number
- Direction
- Duration
- Text
- Recording URL
- User ID
Action
Write
- LeadRequired
- Custom Activity TypeRequired
- Created By User
- StatusRequired
Action
Write
- LeadRequired
- Contact
- StatusRequired
- Date Created
- Date Scheduled
- To
- Cc
- Bcc
- Subject
- Body Text
- Body HTML
- Template
- Follow-Up Date
- Email Account ID
Action
Write
- Email AddressRequired
- RoleRequired
Action
Write
- Lead IDRequired
- Text TypeRequired
- Attachments
Action
Write
- 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
Action
Write
- LeadRequired
- StatusRequired
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Contact ID
Action
Write
- ContactRequired
- WorkflowRequired
- Send emails from
- Assign calls to
- Send SMS from
Action
Write
- LeadRequired
- Contact ID
- Date Created
- StatusRequired
- Date Scheduled
- Local PhoneRequired
- Remote PhoneRequired
- Text
- Template
- SourceRequired
Action
Write
- Assigned To
- LeadRequired
- Date
- TextRequired
- Is Complete
Action
Write
- Email AddressRequired
Action
Write
- Email AddressRequired
Action
Write
- Contact IDRequired
- Name
- Title
- Email Addresses
- Phone Numbers
- Urls
- Add to or Replace
Action
Write
- Custom Object IDRequired
- Custom Object TypeRequired
- Custom Object Name
Action
Write
- Note IDRequired
- Text TypeRequired
Action
Write
- SubscriptionRequired
- ActionRequired
Action
Write
- Task IDRequired
- Assigned To
- Text
- Date
- Is Complete
Action
Write
- Direction
- Note
- User ID
- Date Range
- Find First Call on Lead
- Lead ID
- Or Search by Call ID
Action
Search
- Result LimitRequired
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Search by Contact ID
Action
Search
- Result LimitRequired
- Custom Object TypeRequired
- 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...
- 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
- Custom Activity TypeRequired
- Status
- LeadRequired
- Search by Custom Activity ID
- Custom Activity TypeRequired
- Created By User
- StatusRequired
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
- LeadRequired
- Or Search by Opportunity ID
- StatusRequired
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Contact ID
Action
Search or write

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.

Learn more

Related categories

CRM (Customer Relationship Management)

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Generate Close leads from new Calendly invitees

Send new Typeform entries to Close as leads

Get Slack notifications for new Close leads

Create leads in Close from new OnceHub bookings

Add new TikTok Lead Generation leads to Close

Send newly-updated Google Sheets rows to Close as leads

Generate Close leads from new Calendly invitees

Send new Typeform entries to Close as leads

Get Slack notifications for new Close leads

Create leads in Close from new OnceHub bookings

Add new TikTok Lead Generation leads to Close

Send newly-updated Google Sheets rows to Close as leads

New Call Recording

New Call

Direction

Completed?

New Contact

New or Updated Custom Object

New Export

Completed?

New Lead

Status ID

New Lead in Smart View

Limitations

Lead Smart View

(deprecated) Search Query

New Membership Added or Removed

Added or Removed?

New Note

Note Contains Words Starting With...

New Opportunity

Status ID

Status Label

Status Type

Value Period

Assigned to User

New SMS

Direction

User ID

New Unsubscribed Email

Delete Logged Call

Delete Email Address From Contact

Merge Two Leads

Create Bulk Action

Create Bulk Workflow Subscription Action

Workflow ID

Create Contact

Name

Title

Url

Office Phone

Mobile Phone

Home Phone

Direct Phone