Salesflare Salesflare Integrations

Close CRM and Salesflare

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How to connect Close CRM

What you can automate

  • When new Email Sequence Created / Updated in Close CRM, create a contact in Salesflare.
  • When new Lead Status Changed in Close CRM, create a contact in Salesflare.
  • When new Meeting Status Changed in Close CRM, create a meeting, then create a call in Salesflare.
  • When new Membership Activated / Deactivated in Close CRM, create a contact in Salesflare.
  • When new Contact in Close CRM, create a contact in Salesflare.
  • When new Email Activity in Close CRM, create a contact in Salesflare.

Close CRM operations on Make

Triggers (16)

Start a workflow when this happens

  • Watch Email Sequence Created / Updated — Triggers when an email sequence is created or updated.
  • Watch Lead Status Changed — Triggers when an existing lead's status has been changed.
  • Watch Meeting Status Changed — Triggers when a meeting is created, started, completed or canceled.
  • Watch Membership Activated / Deactivated — Triggers when a new membership is activated or deactivated.
  • Watch New Call Activity — Triggers when a new call activity is logged.
Show 11 more triggers
  • Watch New Contact — Triggers when a new contact is created.
  • Watch New Email Activity — Triggers when a new email activity is created.
  • Watch New Export — Triggers when a new export is created.
  • Watch New Inbox Item — Triggers when a new inbox item is created.
  • Watch New Lead — Triggers when a new lead is created.
  • Watch New Note Activity — Triggers when a new note activity is created.
  • Watch New Opportunity — Triggers when a new opportunity is created.
  • Watch New SMS Activity — Triggers when a new SMS activity is created.
  • Watch New Smart View — Triggers when a new smart view is created.
  • Watch New Task — Triggers when a new task is created.
  • Watch Opportunity Status Changed — Triggers when an existing opportunity status has been changed.

Actions (53)

Things Salesflare can make it do

  • Create a Contact — Creates a new contact.
  • Create a Custom Activity — Creates a new custom activity.
  • Create a Lead — Creates a new lead.
  • Create a Note Activity — Creates a new note activity.
  • Create a Smart View — Creates a new smart view.
Show 48 more actions
  • Create a Task — Creates a new task.
  • Create an Email Activity — Creates a new email activity.
  • Create an Email Sequence — Creates a new email sequence.
  • Create an Export — Creates a new export.
  • Create an Opportunity — Creates a new opportunity.
  • Create an SMS Activity — Creates a new SMS activity.
  • Delete a Call Activity — Deletes a call activity.
  • Delete a Contact — Deletes a contact.
  • Delete a Custom Activity — Deletes an existing custom activity.
  • Delete a Lead — Deletes a lead.
  • Delete a Note Acivity — Deletes a note activity.
  • Delete a Smart View — Deletes a smart view.
  • Delete a Task — Deletes a task.
  • Delete an Email Activity — Deletes an email activity.
  • Delete an Opportunity — Deletes an opportunity.
  • Delete an SMS Activity — Deletes an SMS activity.
  • Export an Activity Report to CSV — Exports an activity report to the CSV file.
  • Get a Call Activity — Gets a single call activity.
  • Get a Contact — Gets a single contact.
  • Get a Custom Activity — Retrieves an existing custom activity.
  • Get a Lead — Gets a single lead.
  • Get a Lead Status Change Report — Gets a lead status change report for your organization.
  • Get a Note Activity — Gets a single note activity.
  • Get a Random User — Gets a random user from your organization.
  • Get a Sent Emails Report — Gets a report about sent emails grouped by template for your organization.
  • Get a Smart View — Gets a single smart view.
  • Get a Task — Gets a single task.
  • Get a User — Gets a user by ID.
  • Get an Activity Report — Gets an activity report for your organization.
  • Get an Email Activity — Gets a single email activity.
  • Get an Email Sequence — Gets an existing email sequence.
  • Get an Export — Gets a single export.
  • Get an Opportunity — Gets a single opportunity.
  • Get an Opportunity Status Change Report — Gets an opportunity status change report for your organization.
  • Get an SMS Activity — Gets a single SMS activity.
  • Log a Call Activity — Logs a completed call activity.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Merge Two Leads — Merges one lead into another lead.
  • Subscribe a Contact to Email Sequence — Subscribes a contact to an email sequence.
  • Update a Contact — Updates a contact.
  • Update a Custom Activity — Updates an existing custom activity.
  • Update a Lead — Updates a lead.
  • Update a Note Activity — Updates a note activity.
  • Update a Phone Number — Updates a phone number.
  • Update a Smart View — Updates a smart view.
  • Update a Task — Updates a task.
  • Update an Email Sequence — Updates an existing email sequence.
  • Update an Opportunity — Updates an opportunity.

Searches (14)

Look up existing records

  • List Activities — Gets a list of activities.
  • List Call Activities — Gets a list of call activities.
  • List Contacts — Gets a list of contacts.
  • List Email Activities — Gets a list of email activities.
  • List Email Sequences — Get a list of email sequences.
Show 9 more searches
  • List Exports — Gets a list of exports.
  • List Note Activities — Gets a list of note activities.
  • List Roles — Gets a list of roles.
  • List SMS Activities — Gets a list of SMS activities.
  • List Smart Views — Gets a list of smart views.
  • List Users — Gets a list of users.
  • Search Leads — Searches for leads via advanced filters.
  • Search Opportunities — Searches for opportunities or lists them all.
  • Search Tasks — Searches for tasks or lists them all.

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