Close CRM Integration

Piece or Feature Name

Please add close.io CRM. It’s very popular and flexible, has a great API and a lot of advanced users who will find your app via there official integrations. Also a great backlink for you!

Triggers

  1. New Call Recording
  • Starts instantly
  • Triggers when a new call recording or voicemail is added.
  1. New Contact in Contact Smart View
  • Scheduled (checks every 15 min on Free plan)
  • Triggers when a new Contact is added to a Contact Smart View.
  1. Published Custom Activity
  • Starts instantly
  • Triggers when a Custom Activity is published (saved).
  1. New Email
  • Starts instantly
  • Triggers when a new incoming Email is created or an outgoing Email is sent.
  1. New Inbox Item
  • Starts instantly
  • Triggers when a new item appears in your Close inbox.
  1. New Lead in Status
  • Starts instantly
  • Triggers when a lead enters a new status.
  1. New Meeting
  • Starts instantly
  • Triggers when a Meeting is scheduled, started, completed, or canceled.
  1. New Event
  • Starts instantly
  • Triggers when a new event is created.
  1. New Opportunity in Status
  • Starts instantly
  • Triggers when an opportunity enters a new status.
  1. New or Updated Workflow Subscription
  • Starts instantly
  • Triggers when a contact is subscribed to a workflow or its status changes.
  1. New Task
  • Starts instantly
  • Triggers when a new task is created or completed.
  1. New Call
  • Starts instantly
  • Triggers when a new Call is created or completed.
  1. New Contact
  • Starts instantly
  • Triggers when a new contact is created.
  1. New Custom Object (BETA)
  • Starts instantly
  • Triggers when a new Custom Object is created.
  1. New Export
  • Starts instantly
  • Triggers when a new Export is created or completed.
  1. New Lead
  • Starts instantly
  • Triggers when a new lead is created.
  1. New Lead in Search Query / Smart View
  • Scheduled (checks every 15 min on Free plan)
  • Triggers when a new lead is added to a search query or Smart View.
  1. New Membership Added or Removed
  • Starts instantly
  • Triggers when a new membership is added or removed.
  1. New Note
  • Scheduled (checks every 15 min on Free plan)
  • Triggers when a new Note is created.
  1. New Opportunity
  • Starts instantly
  • Triggers when a new opportunity is added.
  1. New SMS
  • Starts instantly
  • Triggers when a new SMS is created or sent.

Actions

  1. Delete Logged Call
  • Deletes a logged call.
  1. Delete Email Address From Contact
  • Deletes an email address from an existing contact.
  1. Merge Two Leads
  • Merges one lead into another.
  1. Create Bulk Action
  • Creates a new bulk action, such as updating lead status or custom fields.
  1. Create Bulk Workflow Subscription Action
  • Creates a new bulk workflow subscription action.
  1. Create Contact
  • Creates a new Contact.
  1. Create Custom Object (BETA)
  • Creates a new Custom Object.
  1. Create Export
  • Creates a new export based on a lead search query.
  1. Create Lead
  • Creates a new Lead.
  1. Find Number of Leads in Query
  • Finds the total number of leads in a given query.
  1. Run Opportunity Report
  • Runs an opportunity report.
  1. Run Sent Email Report
  • Runs a sent email report.
  1. Create Lead Smart View
  • Creates a new Lead Smart View.
  1. Run Status Change Report
  • Runs a status change report.
  1. Select Random User
  • Selects a random user from your organization.
  1. Update Call
  • Updates an existing Call.
  1. Update Custom Activity
  • Updates an existing Custom Activity.
  1. Update Lead
  • Updates an existing Lead.
  1. Update Opportunity
  • Updates an existing Opportunity.
  1. Update Lead Smart View
  • Updates an existing Lead Smart View.
  1. App Extensions (Beta)
  • Performs an API call using an App Extension.
  1. Find Call
  • Finds an existing call.
  1. Find Contact
  • Finds an existing contact.
  1. Find Custom Object (BETA)
  • Finds an existing Custom Object.
  1. Find Note
  • Finds an existing note.
  1. Find Workflow Subscription
  • Finds an existing workflow subscription.
  1. Find User
  • Finds an existing Close user.
  1. Find or Create Custom Activity
  • Finds or creates a Custom Activity.
  1. Find or Create Lead
  • Finds or creates a Lead.
  1. Find or Create Opportunity
  • Finds or creates an Opportunity.
  1. Add Address to Lead
  • Adds an address to a lead.
  1. Delete Email
  • Deletes an email on a lead.
  1. Export Activity Report to CSV
  • Exports an activity report to a CSV file.
  1. Run Activity Overview Report
  • Runs an activity overview report.
  1. Create Bulk Email
  • Creates a new bulk email.
  1. Create Call
  • Creates a new call.
  1. Create Custom Activity
  • Creates a new Custom Activity.
  1. Create Email
  • Creates a new email.
  1. Create Invite
  • Invites a user to join your organization.
  1. Create Note
  • Creates a new note.
  1. Run Opportunity Funnel Report
  • Runs an Opportunity Funnel report.
  1. Create Opportunity
  • Creates a new opportunity.
  1. Subscribe Contact to Workflow
  • Subscribes a contact to a Workflow.
  1. Create SMS
  • Creates a new SMS.
  1. Create Task
  • Creates a new Task.
  1. Toggle Forwarding on Phone Number
  • Toggles call forwarding for a specific number.
  1. Update Contact
  • Updates an existing Contact.
  1. Update Custom Object (BETA)
  • Updates an existing Custom Object.
  1. Update Note
  • Updates an existing Note.
  1. Update Workflow Subscription
  • Updates an existing Workflow Subscription.
  1. Update Task
  • Updates an existing Task.
  1. API Request (Beta)
  • Makes a raw HTTP request that includes integration’s authentication.
  1. Find Connected Account
  • Finds a Connected Account for sending emails.
  1. Find Custom Activity
  • Finds an existing Custom Activity.
  1. Find Lead
  • Finds an existing lead.
  1. Find Opportunity
  • Finds an existing Opportunity.
  1. Find Task
  • Finds an existing task

If you’re requesting a feature, post as much detail about it, attach screenshots / illustration for inspiration

You can see how Zapier handles this specific integration to see many use cases. Close is very powerful, and is used by advanced marketing teams for very complex CRM flows as a result. Your tool would take that concept to a new level, allowing AI modeling to cross into the CRM’s intensive functions.

I’d love to see this as well!

Basically all available triggers/actions that Zapier has would be great!

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