Connect Close CRM and Refiner integrations
Connect Close CRM and Refiner 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 Refiner 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.
Creates a new user in Refiner or updates an already existing user.
Performs an arbitrary authorized API call.
Tracks event performed by users.
Lists all contacts.
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Build your Close CRM and Refiner integrations.
Create custom Close CRM and Refiner 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.
Popular Close CRM and Refiner workflows.
Looking to get more out of Close CRM and Refiner? With Make you can visually integrate Close CRM and Refiner into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Generate an activity overview report in Google Sheets from Close CRM data
Automatically generate an activity overview report from Close CRM and add it to Google Sheets for streamlined data analysis and tracking.
TRY IT ->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 ->Create new rows in Google BigQuery from new Refiner survey submissions
This template creates new rows in a Google BigQuery table based on new Refiner survey submissions. The template expects your Refiner survey to have these questions: 1) How likely are you to recommend our service a friend or colleague? (as an NPS score question) 2) What do you value you most about our service? (as an open question) 3) How many starts would you give us? (as a star rating question) The template also expects your destination BigQuery table to have these columns: 1) `received_at` as datetime 2) `nps` as integer 3) `starts` as integer 4) `what_do_you_value` as string Note that email values from Refiner will only be passed to BigQuery if they are available for the particular survey submission.
TRY IT ->Create new records in Airtable from new Refiner survey responses
This template creates new records in an Airtable table based on new Refiner survey submissions. The template expects your Refiner survey to have these questions: 1) How likely are you to recommend our service a friend or colleague? (as an NPS score question) 2) What do you value you most about our service? (as an open question) 3) How many starts would you give us? (as a star rating question) The template also expects your Airtable table to have these columns: 1) Email 2) NPS 3) Stars 4) What do you value you most about our service? Note that email values from Refiner will only be passed to Airtable if they are available for the particular survey submission.
TRY IT ->Add Refiner survey responses as new rows into Google Sheets
This template adds a new row into a Google Sheets spreadsheet as soon as a new survey response is collected by Refiner. While setting up the template, you need to take a generated webhook URL from Make and use it in Integrations>Webhooks in the Refiner UI. The template expects your Refiner survey to have these questions: 1) How disappointed would you be if you could no longer use our service? 2) NPS score The template saves the responses to [this sample](https://docs.google.com/spreadsheets/d/16C9YIPVkWiqvRpSInR43xWEDExZgvMNymBPv9Jemu7o/edit?usp=sharing) Google Sheets spreadsheet. You can make a copy of it for testing purposes. Note that email values from Refiner will only be passed to Google Sheets if they are available for the particular survey submission.
TRY IT ->Create low star Refiner surveys as new tickets in Zendesk
This template adds a new ticket into Zendesk as soon as a new low star response is collected by Refiner. While setting up the template, you need to take a generated webhook URL from Make and use it in Integrations>Webhooks in the Refiner UI. The template expects your Refiner survey to have these questions: 1) How likely are you to recommend our service a friend or colleague? (as an NPS score question) 2) What do you value you most about our service? (as an open question) 3) How many starts would you give us? (as a star rating question) Note that email values from Refiner will only be passed to Zendesk if they are available for the particular survey submission.
TRY IT ->Add tags to contacts in MailChimp based on Refiner surveys
This template adds tags to contacts in Mailchimp based on responses collected in Refiner surveys. The template expect your Refiner survey to have an NPS score question. The template also expects your Mailchimp audience to have these tags available for use: NPS: 1 NPS: 2 NPS: ... NPS: 10 For more information about Mailchimp tags, [visit this link.](https://mailchimp.com/help/getting-started-tags/) Note this template will only work if the "email" variable comes as a non-blank value in the Refiner submissions.
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