Connect Close CRM and Email integrations
Connect Close CRM and Email 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 and Email 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.
Triggers when an email sequence is created or updated.
Triggers when an existing lead's status has been changed.
Triggers when a meeting is created, started, completed or canceled.
Triggers when a new membership is activated or deactivated.
Triggers when a new call activity is logged.
Triggers when a new contact is created.
Triggers when a new email activity is created.
Triggers when a new export is created.
Triggers when a new inbox item is created.
Triggers when a new lead is created.
Triggers when a new note activity is created.
Triggers when a new opportunity is created.
Triggers when a new smart view is created.
Triggers when a new SMS activity is created.
Triggers when a new task is created.
Triggers when an existing opportunity status has been changed.
Copies an email or a draft into a selected folder.
Creates and adds a new draft to a selected folder.
Removes an email or a draft from a selected folder.
Returns emails that match the specified criteria.
Marks an email or a draft in a selected folder as read by setting the "Read" flag.
Marks an email or a draft in a selected folder as unread by setting the "Unread" flag.
Moves a chosen email or a draft to a selected folder.
Sends a new email.
Sends an email to a specific member of your team.
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Build your Close CRM and Email integrations.
Create custom Close CRM and Email workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Copies an email or a draft into a selected folder.
Creates a new contact.
Creates a new custom activity.
Creates and adds a new draft to a selected folder.
Creates a new lead.
Creates a new note activity.
Creates a new smart view.
Creates a new task.
Creates a new email activity.
Popular Close CRM and Email workflows.
Looking to get more out of Close CRM and Email? With Make you can visually integrate Close CRM and Email into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Add new incoming emails to a Google Sheets spreadsheet as a new row
Every time you receive a new email, Make will automatically add selected data from the email to a new row in a Google Sheets spreadsheet.
TRY IT ->Save email attachments to Google Drive
Every time you receive an email with an attachment, Make will automatically save that attachment to a specified folder in Google Drive. The attachment will be saved in its original format.
TRY IT ->Automate responses to business emails with ChatGPT and Google Sheets (draft emails)
Leverage the power of ChatGPT and Google Sheets to automate responses for business emails, improve workflow, save time, and enhance customer communications for better results.
TRY IT ->Find YouTube videos in a channel, summarize with ChatGPT, and email results
Discover YouTube videos within a specific channel, get concise summaries with ChatGPT, and receive the results via email. This streamlined process ensures you quickly access valuable information in an easy and informative format, enhancing your productivity and decision-making.
TRY IT ->Find YouTube videos by keywords, summarize with ChatGPT, and email results
Discover relevant YouTube videos using keyword search, get concise summaries with ChatGPT, and receive the results via email. This streamlined process ensures you quickly access valuable information in an easy and informative format, enhancing your productivity and decision-making.
TRY IT ->Transcribe audio files from Google Drive using OpenAI Whisper and send an email
Easily transcribe audio files stored on Google Drive with OpenAI Whisper, automate transcription, store on a Google Doc and instantly email the doc for ease of communication. Please note that the Whisper API file limit is 25mb, we have used CloudConvert to convert these files to smaller mp3 files for Whisper to transcribe.
TRY IT ->Send automated emails using ChatGPT for content generation
This template generates and send personalized emails using ChatGPT. Trigger new email creation, generate content, and send via email module.
TRY IT ->Send new emails with a ChatGPT assistant responses using email automation
Automatically send personalized emails by triggering new emails, generating responses with a ChatGPT assistant, and sending them using email automation.
TRY IT ->Send automated emails based on custom webhook triggers and ChatGPT completions
Trigger automated emails using custom webhooks and ChatGPT completions. Connect Custom Webhook, OpenAI and email modules for dynamic communication solutions.
TRY IT ->
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