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.

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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.

Create a Contact

Creates a new contact.

Action

Create a Custom Activity

Creates a new custom activity.

Action

Create a Lead

Creates a new lead.

Action

Create a Note Activity

Creates a new note activity.

Action

Create a Smart View

Creates a new smart view.

Action

Create a Task

Creates a new task.

Action

Create an Email Activity

Creates a new email activity.

Action

Create an Email Sequence

Creates a new email sequence.

Action

Create an Export

Creates a new export.

Action

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.

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.

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Create Airtable tasks from new Close CRM opportunities

Every time there is a new Close CRM opportunity, it will be recorded into Airtable. Here is the table used in this scenario.

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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.

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Create ClickUp tasks from new Close CRM tasks

Every time there is a new Close CRM task, it will be recorded into ClickUp.

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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.

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Save a Gmail email from a specific sender to Google Sheets as a new row

Use this template to save a Gmail message from a specific sender to your Google Sheets spreadsheet as a new row.

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Save a Gmail email to Google Sheets as a new row

Use this template to save a Gmail email message to your Google Sheets spreadsheet as a new row.

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Save a Gmail email containing a specific phrase to Google Sheets as a new row

Use this template to save a Gmail message containing a specific phrase to your Google Sheets spreadsheet as a new row.

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Send a Gmail email from a new Google Sheets row

Use this template to send a Gmail message when a new row is added to your Google Sheets spreadsheet.

To work with the template's default settings, your Google Sheets spreadsheet should contain these columns: Email address, Subject of the email and Content of the email.

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Connect Close CRM integrations

Build your Close CRM integrations.

Connect any app with Close CRM

How Make works

Trusted by 500,000+ Makers