Connect Close CRM integrations
Accelerate your pipeline by automating Close CRM to unify your calls, SMS campaigns, and emails in one hub. Connecting this platform to our workflow automation tool lets you instantly trigger outbounds, log Chloe's AI transcripts, and sync re-engaged leads. Sign up for a free account today to configure your first active sales connection.
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Build your Close CRM integrations.
Maximize your sales efficiency by using Make to automate Close CRM. Connect Close CRM with your daily apps to build custom automated workflows. Try Make for free today to integrate Close CRM.
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.
Automate Close CRM with Make. Connect your favorite tools, sync sales data, and build smarter workflows today.
Supercharge your Close CRM workflows with Make automation
Connect Close CRM with Make to automate your daily tasks. Instantly sync your contacts to Google Sheets, create tasks in Airtable, and clean your data automatically to help your sales team close deals faster.
Automatically export your sales activities to Google Sheets to keep your team's performance reports constantly up to date without manual work.
Instantly create tasks in Airtable when a new opportunity is won in Close CRM, ensuring your fulfillment team can get to work right away.
Automatically verify new contact phone numbers and leave warning notes on bad numbers so your sales team doesn't waste time on dead ends.
Automatically sync every new Close CRM contact to a Google Sheet so you always have an independent, shareable list of your database.
FAQ
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
How it works
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