AeroLeads + Close Integration

Integrate AeroLeads to Close in one click, or tell Integrately AI how you want each lead handled. Find targeted prospects, create CRM records, update contact details, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • AeroLeads
    Prospect is created in AeroLeads
  • Close
    Opportunity status change activity is updated in Close Instant
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change activity is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
Arrow Right
2.
  • Close
    Search contact in Close
  • Close
    Update lead in Close
  • Close
    Search lead in Close
  • Close
    Create lead in Close
  • Close
    Update task in Close
  • Close
    Create task in Close
  • Close
    Search task in Close
  • Close
    Search opportunity in Close
  • Close
    Update opportunity in Close
  • Close
    Create opportunity in Close
  • Close
    Create contact in Close
  • Close
    Update contact in Close
  • Close
    Create note in Close
  • Close
    Update note in Close
  • Close
    Search note in Close
  • Close
    Create email in Close
  • Close
    Search user in Close
  • Close
    Create SMS in Close
  • Close
    Create custom activity in Close
  • Close
    Run activity overview report in Close
  • Close
    Delete logged call in Close
  • Close
    Create export in Close
  • Close
    Run sent email report in Close
  • Close
    Subscribe Contact to Email Sequence in Close
  • Close
    Search custom activity in Close
  • Close
    Add address to lead in Close
  • Close
    Delete email in Close
  • Close
    Merge two leads in Close
  • Close
    Create bulk email in Close
  • Close
    Run opportunity report in Close
  • Close
    Create smart view in Close
  • Close
    Run status change report in Close
  • Close
    Toggle Forwarding on Phone Number in Close
  • Close
    Update custom activity in Close
  • Close
    Update smart view in Close
  • Close
    Update email sequence subscription in Close
  • Close
    Delete email address from contact in Close
  • Close
    Create bulk sequence subscription action in Close
  • Close
    Search email sequence subscription in Close
  • Close
    Search number of Leads in Query in Close
  • Close
    Search connected account in Close
  • Close
    Get activity by id in Close
  • Close
    Create call in Close
  • Close
    Update call in Close
  • Close
    Search call in Close

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Ready Workflows Ready Workflows for AeroLeads + Close Integration

Capture prospects, create CRM leads, update contact information, log sales activities, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
AeroLeads + Close Integration

Create Close contact for new AeroLeads prospect

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this AeroLeads - Close integration, anytime a new AeroLeads prospect is created, an Close contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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AeroLeads + Close Integration

Create Close opportunity from new AeroLeads prospect

Anytime a new prospect is created in your AeroLeads, a new opportunity will automatically be created in your Close. This ensures that all of your opportunity are linked to the right prospect, and that you never miss an opportunity to follow up with a new lead.

This AeroLeads - Close integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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AeroLeads + Close Integration

Create Close task for new AeroLeads prospect

In AeroLeads, when you create a prospect, it automatically creates a task in Close for that prospect. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular prospect on their prospect profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your AeroLeads + Close flow

Send prospect data to messaging tools, spreadsheets, and email platforms the moment leads arrive. Pick a combination and activate it in one click.

AeroLeads
Close
+
GmailGmail (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
CalendlyCalendly (4)
+
Google SheetsGoogle Sheets (4)
+
ZoomZoom (4)
A
C
G
Create a Close lead from every new AeroLeads prospect, and send a welcome email in Gmail
New AeroLeads prospects instantly generate a lead in Close while Gmail sends a welcome message, eliminating manual copying.
A
C
G
Send a team notification in Gmail when an AeroLeads prospect is created, and add a contact in Close
Keep your team informed via Gmail and log contact details in Close without manual entry.
C
A
G
When a Close lead status changes, send a follow-up email in Gmail and update the lead
Automate follow-up emails in Gmail when lead statuses shift in Close.
A
C
G
Create a Close task for every new AeroLeads prospect, and email the details using Gmail
Assign tasks in Close and notify team members via Gmail for every new prospect.

Supported triggers and actions for AeroLeads and Close

Mix and match to build the exact automation you need

AeroLeads
AeroLeads Triggers & Actions
Prospect is created in AeroLeads
Triggers the automation when a new prospect is added
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No action is available
Close
Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
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Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
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Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
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Instant
Export is created in Close
Triggers the automation when a new export occurs
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Instant
Membership is activated in Close
Triggers the automation when a membership is activated
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Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
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Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
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Instant
Lead is created in Close
Triggers the automation when a new lead is created
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Instant
Contact is created in Close
Triggers the automation when a new contact is created
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Instant
Contact is updated in Close
Triggers the automation when a contact is updated
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Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
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Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
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Instant
Email is created in Close
Triggers the automation when a new email is created
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Instant
Call record is updated in Close
Triggers the automation when call details are modified
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Instant
Call record is created in Close
Triggers the automation when a new call record is created
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Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
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Instant
SMS is created in Close
Triggers the automation when a SMS is created
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Instant
Meeting is created in Close
Triggers the automation when a new meeting is scheduled
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Note is created in Close
Triggers the automation when a new note is created
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Search contact in Close
Finds and retrieves contact information
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Update lead in Close
Updates the lead information
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Search lead in Close
Retrieves information for a particular lead
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Create lead in Close
Generates new leads for potential customers
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Update task in Close
Updates the task
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Create task in Close
Creates a new task
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Search task in Close
Searches for a task
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Search opportunity in Close
Searches for a opportunity
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Update opportunity in Close
Updates the opportunity
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Create opportunity in Close
Creates a new instance of the support system
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Create contact in Close
Adds a new contact to the database
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Update contact in Close
Updates contact information
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Create note in Close
Creates a new note in the particular format
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Update note in Close
Updates a note
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Search note in Close
Searches for a note
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Create email in Close
Adds a new contact to the contact list
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Search user in Close
Searches for a user
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Create SMS in Close
Creates a new sms
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Create custom activity in Close
Logs a new custom activity
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Run activity overview report in Close
Runs an activity overview report
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Delete logged call in Close
Removes a recorded phone conversation
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Create export in Close
Generates a new data export
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Run sent email report in Close
Runs a sent email report
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Subscribe Contact to Email Sequence in Close
Subscribes a contact to an email sequence
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Search custom activity in Close
Searches for a custom activity
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Add address to lead in Close
Updates lead information with address details
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Delete email in Close
Deletes particular emails from inbox
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Merge two leads in Close
Merges two leads
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Create bulk email in Close
Sends multiple emails to a list of recipients using a pre-set template
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Run opportunity report in Close
Runs an opportunity report
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Create smart view in Close
Creates a new smart view
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Run status change report in Close
Runs a status change report
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Toggle Forwarding on Phone Number in Close
Toggles forwarding on a phone number
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Update custom activity in Close
Updates a particular custom activity with new information
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Update smart view in Close
Updates smart view
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Update email sequence subscription in Close
Updates an email sequence subscription
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Delete email address from contact in Close
Removes an email address from a contact list
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Create bulk sequence subscription action in Close
Subscribes multiple leads to an email sequence in bulk
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Search email sequence subscription in Close
Searches for an email sequence subscription
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Search number of Leads in Query in Close
Searches for the number of leads in a query
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Search connected account in Close
Searches for linked accounts to streamline account management
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Get activity by id in Close
Retrieves a activity details by its id
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Create call in Close
Initiates a call to the recipient
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Update call in Close
Updates call information
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Search call in Close
Searches for a call
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What can you automate with AeroLeads + Close?

Streamline your outbound sales pipeline by connecting prospect generation directly to your CRM workflows.

What you can automate?
🚀
Create CRM leads from new prospects instantly
Automatically generate a new lead in Close the second a prospect is found in AeroLeads, eliminating manual data entry.
📋
Capture complete contact and company details
Map phone numbers, email addresses, and company names directly into your CRM fields without missing valuable data points.
🔔
Notify sales teams on messaging channels
Send instant team alerts in Slack or Gmail whenever a high-value prospect is discovered and added to your CRM.
🔀
Route leads based on company attributes
Evaluate prospect attributes and assign leads to specific sales representatives or pipeline stages automatically.
🔄
Keep CRM records updated as data evolves
Propagate changes across your databases automatically whenever prospect or lead information is modified.
🛡️
Prevent duplicate records across systems
Search existing database entries before creating new leads to maintain a clean and organized CRM environment.
📅
Schedule follow-up tasks upon prospect creation
Automatically generate follow-up tasks and schedule meetings in Calendly or Zoom for newly imported prospects.
📊
Sync prospect records to reporting spreadsheets
Extend your workflow by appending new prospect details directly into Google Sheets for team review and analysis.
And much more...

Who is AeroLeads + Close integration for?

Revenue teams, sales leaders, and growth marketers use this integration to eliminate manual data entry, accelerate lead routing, and maintain clean CRM records.

Sales Operations Managers
Sales Operations Managers
Account Executives
Account Executives
Agency Growth Directors
Agency Growth Directors
Outbound Sales Reps
Outbound Sales Reps
Business Development Leads
Business Development Leads
Data Compliance Officers
Data Compliance Officers
📈
Sales Operations Managers
You're building outbound prospect lists in AeroLeads but your CRM tracking reports only update when someone manually exports data, so your pipeline metrics are always hours behind — with this integration, every new prospect populates your CRM instantly and your pipeline numbers stay current.
Account Executives
You need to initiate outreach the moment a target prospect is found, but manual CRM entry slows down your response time — automating both apps means new prospects appear in your CRM instantly so you can engage buyers before competitors do.
📋
Agency Growth Directors
You report on client prospecting progress weekly, but keeping client databases aligned with search tool outputs creates constant administrative overhead — connecting these apps means every prospect flows directly into the client database without manual copying.
🔄
Outbound Sales Reps
You handle hundreds of email and phone leads daily, but copying contact details into your CRM by hand leads to missed follow-ups — integrating these apps means contact creation happens automatically so you can focus entirely on conversation and closing.
🎯
Business Development Leads
You depend on research tools to populate target accounts, but handover delays between research and sales cause missed opportunities — automating both apps means target accounts transfer instantly into your sales pipeline for immediate assignment.
🗂️
Data Compliance Officers
You require clean and auditable prospect history records, but manual record creation leads to missing fields and data gaps — this integration means every record is created uniformly with complete details and zero manual omissions.
Our team

Ready Workflows Did you know?

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Why choose Integrately to automate AeroLeads + Close

Build and manage your AeroLeads + Close automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect AeroLeads + Close with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect AeroLeads to Close?
Frequently Asked Questions
You can connect AeroLeads to Close in one click using ready templates on Integrately, or use Integrately AI to build custom workflows linking your CRM with Gmail, Slack, and Google Sheets.
Can I automatically create Close leads from new AeroLeads prospects?
Frequently Asked Questions
Can I connect AeroLeads, Close, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for AeroLeads and Close?
Frequently Asked Questions
How does AeroLeads handle prospect data transfer here?
Frequently Asked Questions
Can Close update records when data changes in other apps?
Frequently Asked Questions
Do I need coding skills to automate AeroLeads and Close?
Frequently Asked Questions
Is the AeroLeads and Close integration free?
Frequently Asked Questions
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You Can Also Connect AeroLeads or Close With 1500+ Other Apps

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Close
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Sync Close with billing, support, and marketing platforms to keep customer data connected across your stack.
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