Close and Salesflare

CRM (Customer Relationship Management) close.com ↗

How to connect Close

Via Zapier — 93 operations available. Set it up ↗
Via Make — 83 modules available. Set it up ↗

What you can automate

When new Contact in Contact Smart View in Close, find or create contact in Salesflare.
When new Contact in Close, find or create contact in Salesflare.
When new Email in Close, find or create contact in Salesflare.
When new Form Submission in Close, find or create contact in Salesflare.
When new Lead in Close, find or create contact in Salesflare.
When new Lead in Status in Close, find or create contact in Salesflare.

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.

Close operations on Zapier

Triggers (25)

Start a workflow when this happens

New Call — Triggers when a new Call is created or completed.
New Call Recording — Triggers when a new call recording or voicemail is added to Close.
New Call Transcript — Triggers when a new call or voicemail transcript is added to Close.
New Contact — Triggers when a new contact is created.
New Contact in Contact Smart View — Triggers when a new Contact is added to a Contact Smart View.

Show 20 more triggers

New Email — Triggers when a new incoming Email is created or an outgoing Email is sent.
New Event — Triggers when a new event is created.
New Export — Triggers when a new Export is created or completed.
New Form Submission — Triggers when a new Form Submission is created.
New Inbox Item — Triggers when a new item is created in your Inbox, Done, or Future folder
New Lead — Triggers when a new lead is created.
New Lead in Smart View — Triggers when a new lead is added to a Smart View.
New Lead in Status — Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.
New Meeting — Triggers when a Meeting is scheduled, started, completed, canceled, or declined.
New Membership Added or Removed — Triggers when a new membership is added to or removed from your Close organization.
New Note — Triggers when a new Note is created.
New Opportunity — Triggers when a new opportunity is added.
New Opportunity in Status — Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.
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.
New Unsubscribed Email — Triggers when a new email address is unsubscribed from Close.
New WhatsApp Message — Triggers when a new inbound WhatsApp message is created or an outbound WhatsApp message is sent.
New or Updated Custom Object — Triggers when a Custom Object is created or updated.
New or Updated Workflow Subscription — 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.
Published Custom Activity — Triggers when a Custom Activity is published (saved).

Actions (54)

Things Salesflare can make it do

API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Add Address to Lead — Adds an address to a lead.
Add User — Adds a new user to your Close organization.
Create Bulk Action — Creates a new bulk action. You can choose from "Update the Lead Status," "Update a Custom Field," and "Clear a Custom Field".
Create Bulk Email — Creates a new bulk email.

Show 49 more actions

Create Bulk Workflow Subscription Action — Creates a new bulk workflow subscription action.
Create Call — Creates a new call.
Create Call Task — Creates a new Call Task.
Create Contact — Creates a new Contact.
Create Custom Activity — Creates a new Custom Activity.
Create Custom Object — Creates a new Custom Object.
Create Email — Creates a new email.
Create Export — Creates a new export of leads, opportunities, or contacts, based on a lead search query, that will be emailed to your email address.
Create Lead — Creates a New Lead
Create Lead Smart View — Creates a new Lead Smart View.
Create Note — Creates a new note.
Create Opportunity — Creates a new opportunity.
Create SMS — Creates a new SMS.
Create Task — Creates a new Task.
Create WhatsApp Message — Creates a new WhatsApp message.
Delete Email — Delete an email on a lead.
Delete Email Address From Contact — Deletes a single email address from an existing contact.
Delete Logged Call — Delete logged call.
Export Activity Report to CSV — Exports an activity overview or an activity comparison report to a CSV file.
Find Number of Leads in Smart View — Find the total number of leads in a given Smart View.
Find or Create Contact — Find or Create Contact
Find or Create Custom Activity — Find or Create Custom Activity
Find or Create Custom Object — Find or Create Custom Object
Find or Create Lead — Find or Create Lead
Find or Create Note — Find or Create Note
Find or Create Opportunity — Find or Create Opportunity
Find or Create Task — Find or Create Task
Find or Create WhatsApp Message — Find or Create WhatsApp Message
Merge Two Leads — Merges one lead into another lead.
Resubscribe Email — Resubscribes an email address.
Run Activity Overview Report — Runs an activity overview report for your organization.
Run Opportunity Funnel Report — Runs an Opportunity Funnel report for your organization.
Run Opportunity 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 Sent Email Report — Runs a sent email report for your organization.
Run Status Change Report — Runs a status change report for your organization.
Select Random User — Select a random user from your organization.
Subscribe Contact to Workflow — Subscribes a contact to a Workflow.
Toggle Forwarding on Phone Number — Turn on and off call forwarding for a specific number.
Unsubscribe Email — Unsubscribes an email address.
Update Call — Updates an existing Call.
Update Contact — Updates an existing Contact.
Update Custom Activity — Updates an exisiting Custom Activity.
Update Custom Object — Updates an existing Custom Object.
Update Lead — Updates an existing Lead.
Update Lead Smart View — Updates an existing Lead Smart View.
Update Note — Updates an existing Note.
Update Opportunity — Updates an existing Opportunity.
Update Task — Updates an existing Task.
Update Workflow Subscription — Updates an existing Workflow Subscription.

Searches (14)

Look up existing records

Find Call — Find an existing call.
Find Connected Account — Find a Connected Account you can use to send emails.
Find Contacts — Find existing Contacts.
Find Custom Activity — Finds an existing Custom Activity.
Find Custom Objects — Find an existing Custom Objects.

Show 9 more searches

Find Group — Find an existing Group.
Find Lead — Find an existing lead.
Find Meetings — Find existing Meetings.
Find Note — Find an existing note.
Find Opportunities — Find existing Opportunities.
Find Task — Find an existing task.
Find User — Find an existing Close user.
Find WhatsApp Messages — Find existing WhatsApp Messages.
Find Workflow Subscription — Find an existing workflow subscription.

Close 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.