Chatrace + Close Integration

Integrate Chatrace to Close in one click, or tell Integrately AI how you want each subscriber handled. Capture chat interactions, convert them into CRM leads, update your pipeline, alert your sales team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Chatrace
    Order is created in Chatrace Instant
  • Chatrace
    Order is concluded in Chatrace Instant
  • Chatrace
    Order is canceled in Chatrace Instant
  • Chatrace
    Tag is applied in Chatrace Instant
  • Chatrace
    Tag is removed in Chatrace Instant
  • Chatrace
    Subscriber is created in Chatrace Instant
  • Chatrace
    User is unsubscribed from bot in Chatrace Instant
  • Chatrace
    Custom field value is changed in Chatrace Instant
  • Chatrace
    User is subscribed to sequence in Chatrace Instant
  • Chatrace
    User is unsubscribed from sequence in Chatrace Instant
  • Chatrace
    Cart is abandoned in Chatrace 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
Arrow Right
2.
  • Chatrace
    Create SMS contact in Chatrace
  • Chatrace
    Create tag in Chatrace
  • Chatrace
    Seach user in Chatrace
  • Chatrace
    Set contact custom field in Chatrace
  • 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 Chatrace + Close Integration

Capture orders, convert subscribers into leads, keep your CRM updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Chatrace + Close Integration

Create Close contact from new Chatrace contact

If you're an ecommerce business owner who uses Chatrace to power your online store, you'll be happy to know that when a new contact is created in Close, this automation will automatically create a contact in Chatrace.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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Chatrace + Close Integration

Create Close contact from new Chatrace order

As an online store owner, you're likely using Chatrace to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Chatrace with Close? This integration will allow you to automatically create a contact for each new order in Close.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Close + Chatrace Integration

Create Chatrace contact for new Close contact

Creating a new Chatrace contact for every new Close contact is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Close - Chatrace integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your Chatrace and Close systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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  • 1of2
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 Chatrace + Close flow

Send chat data to your store, notify your messaging channels, and keep customer spreadsheets updated after your CRM syncs. Pick a combination and activate it in one click.

Chatrace
Close
+
ShopifyShopify (3)
+
MailchimpMailchimp (3)
+
StripeStripe (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
S
C
C
Create a Close lead from every Shopify order, and create an SMS contact in Chatrace
Shopify store orders immediately create new leads in Close and SMS contacts in Chatrace, eliminating manual entry between your store and CRM.
S
C
C
When a Shopify order is canceled, update the lead status in Close and remove the tag in Chatrace
Canceled Shopify orders automatically update your Close pipeline and remove tags in Chatrace to keep customer records accurate.
S
C
C
When a Shopify customer is created, create a contact in Close and set a custom field in Chatrace
New Shopify customer profiles populate Close contacts and update custom fields in Chatrace instantly.

Supported triggers and actions for Chatrace and Close

Mix and match to build the exact automation you need

Chatrace
Chatrace Triggers & Actions
Instant
Order is created in Chatrace
Triggers the automation when a new order is created
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Instant
Order is concluded in Chatrace
Triggers the automation when an order is concluded
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Instant
Order is canceled in Chatrace
Triggers the automation when an order is canceled
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Instant
Tag is applied in Chatrace
Triggers the automation when a tag is added
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Instant
Tag is removed in Chatrace
Triggers the automation when a tag is added
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Instant
Subscriber is created in Chatrace
Triggers the automation when a new subscriber is added
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Instant
User is unsubscribed from bot in Chatrace
Triggers the automation when user unsubscribes from the bot
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Instant
Custom field value is changed in Chatrace
Triggers the automation when the value of a custom field changes
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Instant
User is subscribed to sequence in Chatrace
Triggers the automation when a user is subscribed to a sequence
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Instant
User is unsubscribed from sequence in Chatrace
Triggers the automation when a user is unsubscribed from a sequence
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Instant
Cart is abandoned in Chatrace
Triggers the automation when a user abandons their cart
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Create SMS contact in Chatrace
Adds a new sms contact
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Create tag in Chatrace
Generates a new tag
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Seach user in Chatrace
Searches for a user
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Set contact custom field in Chatrace
Sets a custom field for a contact
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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 Chatrace + Close?

Streamline your sales pipeline by connecting chat interactions to your CRM automatically.

What you can automate?
🚀
Turn chat subscribers into CRM leads instantly
Whenever a new subscriber is created in Chatrace, automatically generate a corresponding lead in Close. Eliminate manual copying and start your sales outreach immediately.
📋
Capture every submitted field and custom value
Map detailed custom field values and order data from Chatrace directly into Close contact records. Ensure your sales team has full context for every conversation.
🔔
Notify your team the moment a sale happens
Trigger team alerts in Slack or assign follow-up tasks in Close whenever an order is concluded in Chatrace. Keep everyone informed of incoming revenue.
🔀
Route leads based on custom chat tags
Apply conditional logic to handle VIP subscribers differently from standard leads. Update contact custom fields and assign priority tasks based on user behavior.
🔄
Keep lead statuses synchronized across apps
When lead statuses change in Close or orders are canceled in Chatrace, update your records across both platforms automatically to maintain data accuracy.
🔍
Search and update records without duplicates
Automatically search existing leads in Close before creating new entries. Update contact details and custom fields cleanly without generating duplicate profiles.
Handle order cancellations and sequence updates
Manage subscription changes and bot unsubscriptions smoothly by updating lead stages and removing contacts from active sequences when orders are canceled.
🌐
Extend your workflow to spreadsheets and tools
Connect your core Chatrace and Close pipeline to Google Sheets, Stripe, or Shopify to log financial data, track fulfillment, and keep your entire tech stack aligned.
And much more...

Who is Chatrace + Close integration for?

Connecting Chatrace and Close helps sales and marketing teams capture chat interactions, eliminate manual data entry, and close deals faster without missing a beat.

Performance marketers
Performance marketers
Sales reps
Sales reps
Agency account managers
Agency account managers
Operations managers
Operations managers
Customer success leads
Customer success leads
Data analysts
Data analysts
📈
Performance marketers
You're running chat campaigns across multiple ad sets but your reporting spreadsheet only updates when someone manually exports orders, so the row counts you're optimising against are always a few hours behind — with this integration, every new subscriber lands in your CRM instantly and your data stays current.
Sales reps
You need to follow up with inbound chat prospects immediately, but leads sit trapped in Chatrace until someone checks the bot manually, causing response times to slip — with this integration, every subscriber creates a lead in Close the moment they arrive and you can reach out while interest is peak.
🤝
Agency account managers
You manage client campaigns where stakeholders expect real-time pipeline updates from chat bots, but compiling manual status reports takes hours of tedious copy-pasting every week — with this integration, every order and contact syncs straight to your CRM and reporting tools automatically.
🔄
Operations managers
Your team handles high volumes of chat orders and customer inquiries daily, but manual data entry between messaging apps and your CRM causes frequent errors and missing records — with this integration, every transaction flows securely into your database without human intervention.
🎯
Customer success leads
You depend on sales reps to hand over new chat buyers quickly so onboarding sequences can begin, but communication gaps leave new subscribers waiting days for attention — with this integration, every closed order creates immediate follow-up tasks in your pipeline.
📋
Data analysts
You need a reliable, complete history of customer interactions from first chat to closed deal, but fragmented app data leaves frustrating gaps in your reporting sheets — with this integration, every event and status change is logged cleanly in your systems.
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 Chatrace + Close

Build and manage your Chatrace + 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 Chatrace + 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Chatrace to Close?
Frequently Asked Questions
You can connect Chatrace to Close in just one click using ready-made workflows on Integrately or by using Integrately AI to build custom sequences. Integrately also connects with Shopify, Mailchimp, Slack, and 1,500+ other apps.
Can I automatically create Close leads from Chatrace subscribers?
Frequently Asked Questions
Can I connect Chatrace, Close, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chatrace and Close?
Frequently Asked Questions
How does Chatrace handle data synchronization with Close?
Frequently Asked Questions
Can I update lead statuses in Close based on Chatrace events?
Frequently Asked Questions
Do I need coding skills to automate Chatrace and Close?
Frequently Asked Questions
Is the Chatrace and Close integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Chatrace or Close With 1500+ Other Apps

Chatrace
Popular Chatrace Integrations
Connect Chatrace to CRMs, email tools, and messaging platforms to manage and follow up on your leads.
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Close
Popular Close Integrations
Sync Close with accounting, project management, and reporting tools to keep data working across your stack.
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