Attio + Close Integration

Integrate Attio to Close in one click, or tell Integrately AI how you want each lead handled. Create leads and contacts, sync task updates, log communications, and keep your pipeline current automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Attio
    Task is deleted in Attio Instant
  • Attio
    List entry is created in Attio Instant
  • Attio
    List entry is deleted in Attio Instant
  • Attio
    Record is created in Attio Instant
  • Attio
    Record is updated in Attio Instant
  • Attio
    Record is deleted in Attio Instant
  • Attio
    Task is created in Attio Instant
  • Attio
    Task is updated in Attio Instant
  • 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
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2.
  • Attio
    Create list in Attio
  • Attio
    Create note in Attio
  • Attio
    Create task in Attio
  • Attio
    Create record in Attio
  • Attio
    Search record in Attio
  • 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 Attio + Close Integration

Create Close leads from new Attio records, sync task updates, log notes, and trigger follow-up activities, all in just one click.

Most popular automationsmost-popular-automations
Close + Attio Integration

Create Attio task for new Close contact

In Close, when you create a contact, it automatically creates a task in Attio for that contact. 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 contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Attio + Close Integration

Create Close contact for new Attio record

Automatically creating Close contact records for new Attio record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Close + Attio Integration

Create Attio record for new Close contact

When a new contact is created in your Close, you can automatically create a record for them in your Attio. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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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 Attio + Close flow

Automate your customer data and sales pipeline with these powerful extensions. Pick a combination and activate it in one click.

Attio
Close
+
GmailGmail (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
TypeformTypeform (3)
+
NotionNotion (3)
A
C
G
Create a Close lead from every new Attio record, and send a welcome email via Gmail.
New Attio records generate a Close lead instantly while Gmail dispatches a welcome email, eliminating manual data entry.
C
A
G
When a Close opportunity status changes, send an update email via Gmail and update the Attio record.
Opportunity updates in Close trigger automatic Gmail notifications and update your Attio records without manual intervention.
C
A
G
Use Claude to summarise new Close lead notes, send the summary via Gmail, and update the Attio record.
Claude summarises Close notes before Gmail emails the brief and Attio records the update automatically.

Supported triggers and actions for Attio and Close

Mix and match to build the exact automation you need

Attio
Attio Triggers & Actions
Instant
Task is deleted in Attio
Triggers the automation when a task is deleted
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Instant
List entry is created in Attio
Triggers the automation when a new list entry is created
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Instant
List entry is deleted in Attio
Triggers the automation when a list entry is deleted
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Instant
Record is created in Attio
Triggers the automation when a new record is created
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Instant
Record is updated in Attio
Triggers the automation when a record is updated
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Instant
Record is deleted in Attio
Triggers the automation when a record is deleted
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Instant
Task is created in Attio
Triggers the automation when a new task is created
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Instant
Task is updated in Attio
Triggers the automation when a task is updated
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Create list in Attio
Creates a new list
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Create note in Attio
Creates a new note
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Create task in Attio
Creates a new task
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Create record in Attio
Creates a new record
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Search record in Attio
Searches for a record
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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 Attio + Close?

Connect your CRM records and sales communication workflows to eliminate manual data entry across your entire sales stack.

What you can automate?
🔄
Sync new records and leads instantly
Create a Close lead automatically whenever a new record is created in Attio, ensuring your sales pipeline is always populated without manual copying.
📝
Capture every custom activity and note
Map detailed notes and custom activities between platforms so your team has complete context on every customer interaction.
🔔
Alert your team on opportunity updates
Notify stakeholders instantly when opportunity status changes occur in Close or when tasks are updated in Attio.
🔀
Route records based on submitted fields
Trigger different actions depending on lead status changes or custom field values submitted during the sales process.
🔄
Keep records updated as deals progress
Automatically update matching records in Attio whenever lead details or opportunity stages change in Close.
🔎
Search and update instead of duplicating
Verify existing records before creating new entries to maintain a clean and deduplicated database.
⏱️
Handle later status changes and closures
Trigger follow-up tasks and update database records when opportunities are won, lost, or marked inactive.
💬
Extend your workflow to Slack
Send instant team notifications and deal updates to Slack channels the moment a core automation finishes executing.
And much more...

Who is Attio + Close integration for?

Revenue teams, sales operations, and account executives use this integration to keep customer data synchronized and eliminate manual pipeline updates.

Sales operations managers
Sales operations managers
Account executives
Account executives
Customer success leads
Customer success leads
Revenue leaders
Revenue leaders
Business development reps
Business development reps
Growth analysts
Growth analysts
📈
Sales operations managers
You're managing pipeline data across multiple platforms but your CRM reports only update when someone manually exports leads, so the conversion metrics you're tracking are always hours behind — with this integration, every new record lands in your sales platform instantly and your data stays current.
Account executives
You need to act fast on inbound prospects, but discovery notes and task updates take too long to copy between your workspace tools, so warm leads grow cold before follow-up begins — automating both apps means every lead and task syncs automatically so you can reach out immediately.
🤝
Customer success leads
You answer to management and clients who want to see active deal progress, but pulling manual status reports creates constant delays and human error — integrating these apps means pipeline updates flow directly into your tracking records without manual spreadsheet work.
📊
Revenue leaders
The volume of inbound leads and customer interactions is too high for anyone to keep up by hand, leading to missed follow-ups and fragmented records — this integration means every interaction is captured and logged across your workspace without manual data entry.
🎯
Business development reps
You own the initial outreach and depend on marketing data to hand over qualified prospects, but disconnected tools cause communication bottlenecks — connecting these apps means new leads appear in your queue the moment they are created.
🔍
Growth analysts
You need a reliable history of customer interactions, but manual entry keeps leaving gaps in your activity logs and revenue reports — automating both apps means every touchpoint is recorded accurately from end to end.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Attio + Close

Build and manage your Attio + 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 Attio + 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
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Attio to Close?
Frequently Asked Questions
You can connect Attio to Close in 1-click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking Gmail, Slack, and 1,500+ other apps.
Can I automatically create Close leads from new Attio records?
Frequently Asked Questions
Can I connect Attio, Close, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Attio and Close?
Frequently Asked Questions
How does Attio data handle custom fields when syncing to Close?
Frequently Asked Questions
Can Close opportunity updates automatically update Attio records?
Frequently Asked Questions
Do I need coding skills to automate Attio and Close?
Frequently Asked Questions
Is the Attio and Close integration free?
Frequently Asked Questions
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You Can Also Connect Attio or Close With 1500+ Other Apps

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Close
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Sync Close with email marketing, customer support, and invoicing platforms to manage prospect communications and accelerate deals.
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