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Automation inspiration

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Close

Integrate Close with your team's tech stack and connect it with your most essential (and revenue-building) workflows automatically.

4 Close automation ideas

When a customer or lead books a call with you, that interaction should always be added to your CRM. That way, you'll have an updated record of every meeting and follow-up. This Zap updates leads in your Close account anytime a new invitee is created in Calendly, so you can keep your records up to date—no busywork needed.

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Calendly

Triggers when an invitee cancels a scheduled event.

Invitee Canceled

Triggers when an invitee schedules an event

Invitee Created

Triggers when an invitee is marked as a no-show.

Invitee No Show Created

Find User

Creates a new one-off meeting in Calendly.

Create One-Off Meeting

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.

New Call

Triggers when a new call recording or voicemail is added to Close.

New Call Recording

Triggers when a new call or voicemail transcript is added to Close.

New Call Transcript

Triggers when a new Call is created or completed.

New Contact

Triggers when a new Contact is added to a Contact Smart View.

New Contact in Contact Smart View

Triggers when a Custom Activity is created or updated.

New or Updated Custom Activity

Triggers when a Custom Activity is published (saved).

Published Custom Activity

Triggers when a new Custom Object is created.

New Custom Object (BETA)

Triggers when a Custom Object is created or updated.

New or Updated Custom Object

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Export

Triggers when a new Export is created or completed.

Triggers when a new item appears in your Close.io inbox.

New Inbox Item

Triggers when a new item appears in your Close inbox.

Triggers when a new item is created in your Inbox, Done, or Future folder

New Lead

Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.

New Lead in Status

Triggers when a new Lead Status Change is created.

New Lead Status Change

Triggers when a new lead is added to a Smart View.

New Lead in Smart View

Triggers when a Meeting is scheduled, started, completed, or canceled.

New Meeting

Triggers when a Meeting is scheduled, started, completed, canceled, or declined.

Triggers when a new membership is added to or removed from your Close organization.

New Membership Added or Removed

New Event

New Note

Triggers when a new opportunity is added.

New Opportunity

Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.

New Opportunity in Status

Triggers when a new Opportunity Status Change is created.

New Opportunity Status Change

Triggers when a contact is subscribed to an email sequence.

New Email Sequence Subscription

Triggers when a subscription to an email sequence for a contact goes into finished status.

New Email Sequence Subscription Finished

Triggers when a contact is subscribed to a workflow, when a workflow subscription is paused, resumed, finished, has reached its goal, or has encountered an error.

New or Updated Workflow Subscription

New SMS

Triggers when a new inbound SMS is created or an outbound SMS is sent.

New Task

Triggers when a new task is created or completed.

Triggers when a new email address is unsubscribed from Close.

New Unsubscribed Email

Find the total number of leads in a given query.

Find Number of Leads in Query

Find Call

Find a Connected Account you can use to send emails.

Find Connected Account

Find Contact

Find Contacts

Find Custom Activity

Find Custom Object (BETA)

Find Custom Objects

Find Group

Find Lead

Find Meetings

Find Note

Find Opportunity

Find Workflow Subscription

Find Task

Find or Create Contact

Find or Create Custom Activity

Find or Create Custom Object (BETA)

Find or Create Custom Object

Find or Create Lead

Find or Create Note

Find or Create Opportunity

Find or Create Task

Add Address to Lead

Delete Logged Call

Delete Email

Deletes a single email address from an existing contact.

Delete Email Address From Contact

Exports an activity overview or an activity comparison report to a CSV file.

Export Activity Report to CSV

Merge Two Leads

Runs an activity overview report for your organization.

Run Activity Overview Report

Runs an activity report for your organization.

Run Activity Report

Creates a new bulk action. You can choose from "Update the Lead Status," "Update a Custom Field," and "Clear a Custom Field".

Create Bulk Action

Create Bulk Email

Creates a new bulk workflow subscription action.

Create Bulk Workflow Subscription Action

Create Call

Create Contact

Create Custom Activity

Create Custom Object (BETA)

Create Custom Object

Create Email

Creates a new export of leads, opportunities, or contacts, based on a lead search query, that will be emailed to your email address.

Create Export

Adds a new user to your Close organization.

Add User

Creates a new lead (with line items support).

Create Lead

Create Note

Find the total number of leads in a given Smart View.

Find Number of Leads in Smart View

Create Opportunity

Runs an Opportunity Funnel report for your organization.

Run Opportunity Funnel Report

Runs an opportunity report for your organization. This report will return the data that you see at the top of the "Opportunities" page in Close.

Run Opportunity Report

Runs a sent email report for your organization.

Run Sent Email Report

Subscribe Contact to Workflow

Create Lead Smart View

Create SMS

Runs a status change report for your organization.

Run Status Change Report

Create Task

Select a random user from your organization.

Select Random User

Resubscribe Email

Turn on and off call forwarding for a specific number.

Toggle Forwarding on Phone Number

Unsubscribe Email

Update Call

Update Contact

Update Custom Activity

Update Custom Object

Update Lead

Update Note

Update Opportunity

Updates an existing Workflow Subscription.

Update Workflow Subscription

Update Lead Smart View

Update Task

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Update leads in Close for new Calendly invitations

Why spend the time and effort to keep your lead data up to date by hand? Just set this integration up and, whenever a new invitee is created in your Calendly account, their data will be automatically pushed to Close to create a new lead.

Generate Close leads from new Calendly invitees

Keep your sales process streamlined by automatically updating opportunities in the Close app whenever a new invitee is created in Calendly. This workflow helps you stay on top of every potential deal by ensuring that every new meeting scheduled is efficiently reflected in your Close opportunities. Never miss a connection or lose track of an opportunity again with this simple automation.

Update opportunities in Close when new invitees are created in Calendly

Simplify your sales process with this seamless workflow. When a new invitee is created in Calendly, an opportunity is immediately created in the Close app, ensuring all potential leads are promptly and efficiently managed. This automated process not only saves time but also allows for consistent follow-up, thereby increasing the potential for successful conversions.

Create new opportunities in Close for every new invitee in Calendly

When a customer or lead books a call with you, that interaction should always be added to your CRM. But at the same time, you don't want dozens of double-entries in Close. This Zap searches for a matching customer profile anytime someone books a call with you—and if that person doesn't exist in your records, you can choose to have Zapier create a new lead in Close for you.

Find or create leads in Close for new Calendly invitations

Easily manage new leads from your Facebook Lead Ads by creating corresponding entries in Close. This workflow ensures streamlined lead management so you can spend less time transferring information and more time closing deals. Keep your team updated with an organized and smooth transition of leads from Facebook to Close.

Facebook lead ads make signing up for business information easy for people and more valuable for businesses. The Facebook lead ad app is useful for marketers who want to automate actions on their leads.

Facebook Lead Ads

Create new leads in Close from Facebook Lead Ads submissions

You've expanded your potential audience with your ads; now Zapier can capture them all for you with this Facebook lead ads-Close integration. Set it up to watch your Facebook Lead Ads and we'll catch every new lead that submits their details. A new contact will then be automatically created on Close in response, making sure your CRM always keeps up.

Create Close contacts from new Facebook Lead Ads leads

When you have contacts progressing through your sales funnel, you'll want to track the details in your CRM. This integration helps by automatically creating a lead in Close when there is new contact activity in ClickFunnels. You won't have to copy and paste contact data again.

4 Close automation ideas

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