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.
Close CRM
This app is supported and maintained by Make.
Triggers and actions
Developed, supported and maintained by community users.
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Close CRM
Popular Close CRM workflows
Automate Close CRM with Make. Connect your favorite tools, sync sales data, and build smarter workflows today.
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.
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.
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.
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.
Real-time sales reporting
Automatically export your sales activities to Google Sheets to keep your team's performance reports constantly up to date without manual work.
Cleaner contact data
Automatically verify new contact phone numbers and leave warning notes on bad numbers so your sales team doesn't waste time on dead ends.
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Seamless handoffs to delivery teams
Instantly create tasks in Airtable when a new opportunity is won in Close CRM, ensuring your fulfillment team can get to work right away.
Effortless contact backups
Automatically sync every new Close CRM contact to a Google Sheet so you always have an independent, shareable list of your database.
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FAQs
How do I get started with Make?
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.
What is a scenario?
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.
What is a module?
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.
What is mapping?
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.