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Close CRM
WordPress

Connect Close CRM and WordPress

Explore ready-made Close CRM and WordPress templates and start automating in minutes.

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Create a custom workflow

Integrate Close CRM with WordPress and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Close CRM
Trigger: Watch Email Sequence Created / Updated
WordPress
Action: Select an action
1. Select a trigger

  • 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.

2. Select an action

  • Creates a category.

  • Creates a comment.

  • Creates a media item.

  • Creates a post.

  • Creates a tag.

  • Creates a user.

  • Deletes a category specified by its ID.

  • Deletes a comment specified by its ID.

  • Deletes a media item specified by its ID.

  • Deletes a post specified by its ID.

  • Deletes a tag specified by its ID.

  • Deletes a user specified by its ID.

  • Returns info about a category specified by its ID.

  • Returns info about a comment specified by its ID.

  • Returns info about a media item specified by its ID.

  • Returns info about a post specified by its ID.

  • Returns info about a tag specified by its ID.

  • Returns info about a user specified by its ID.

  • Performs an arbitrary authorized API call.

  • Updates a category specified by its ID.

  • Updates a comment specified by its ID.

  • Updates a media item specified by its ID.

  • Updates a post specified by its ID.

  • Updates a tag specified by its ID.

  • Updates a user specified by its ID.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Close CRM and WordPress.

Create a Category
Creates a category.
Action
Create a Comment
Creates a comment.
Action
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 Media Item
Creates a media item.
Action
Create a Note Activity
Creates a new note activity.
Action
Create a Post
Creates a post.
Action
Create a Smart View
Creates a new smart view.
Action
Load more

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

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.