Connect Close CRM integrations
Connect Close CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Close CRM to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
This app is supported and maintained by Make.
Build your Close CRM integrations.
Create custom Close CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Creates a new contact.
Creates a new custom activity.
Creates a new lead.
Creates a new note activity.
Creates a new smart view.
Creates a new task.
Creates a new email activity.
Creates a new email sequence.
Creates a new export.
Connect any app with Close CRM
Popular Close CRM workflows.
Looking to get more out of Close CRM? With Make you can visually integrate Close CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Update leads in CRM using advanced filters and custom webhooks
Automatically update leads in your CRM by applying advanced filters and triggering custom webhooks with Make's integration of gateway and close-crm modules.
TRY IT ->Search and update leads in Close CRM using advanced filters
Easily manage your sales pipeline by searching and updating leads in Close CRM using advanced filters. Automate lead updates for streamlined CRM management.
TRY IT ->Generate an activity overview report in Google Sheets from Close CRM data
Automatically generate an activity overview report in Google Sheets using data from Close CRM, streamlining your data analysis and reporting process.
TRY IT ->Add new Close CRM contacts to a Google Sheets spreadsheet
Every time a new contact is created in Close CRM, Make will automatically add it to a new row in a Google Sheets spreadsheet. The template uses this [example spreadsheet](https://docs.google.com/spreadsheets/d/1kC8za5GIyEi3bjVbr1lJLj-ZoRtancS-5A31O8r6rrU/edit?usp=sharing).
TRY IT ->Create ClickUp tasks from new Close CRM tasks
Every time there is a new Close CRM task, it will be recorded into ClickUp.
TRY IT ->Add new Close CRM contacts to Google Contacts
Every time a new contact is created in Close CRM, Make will automatically add that contact to Google contacts.
TRY IT ->Create Airtable tasks from new Close CRM opportunities
Every time there is a new Close CRM opportunity, it will be recorded into Airtable. [Here](https://airtable.com/shrqpyJuJqRtpNSsv) is the table used in this scenario.
TRY IT ->Verify phone number for new contact in Close CRM
Every time a new contact added in Close CRM, Make will automatically verify the contact phone number and add a note to Lead in Close CRM if the phone number is invalid.
TRY IT ->
FAQ
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