Clientjoy + Close Integration

Integrate Clientjoy to Close in one click, or tell Integrately AI how you want each lead handled. Create leads, log opportunities, update statuses, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Clientjoy
    Lead is created in Clientjoy Instant
  • Clientjoy
    Customer is created in Clientjoy Instant
  • Clientjoy
    Invoice is created in Clientjoy
  • Clientjoy
    Invoice is paid in Clientjoy Instant
  • Clientjoy
    Proposal is created in Clientjoy
  • Clientjoy
    Proposal is send in Clientjoy 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.
  • Clientjoy
    Create lead in Clientjoy
  • Clientjoy
    Create customer in Clientjoy
  • Clientjoy
    Create Invoice in Clientjoy
  • Clientjoy
    Create proposal in Clientjoy
  • 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

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Clientjoy + Close Integration

Capture leads, log activities, update statuses, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Clientjoy + Close Integration

Create Close opportunity for new Clientjoy contact

This automation makes it easy to create new opportunitys in Close when a new contact is created in Clientjoy. Just connect your accounts, and every time a new contact is created in Clientjoy, a new opportunity will automatically be created in Close.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
See more
Clientjoy + Close Integration

Create Close task for new Clientjoy contact

Close and Clientjoy are two powerful cloud-based tools that can be used to improve business productivity. Using this Close - Clientjoy integration, you can automatically create task in Close whenever a new contact is created in Clientjoy.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
See more
Close + Clientjoy Integration

Create Clientjoy contact for new Close contact

If you're using Close to manage your sales leads, it's important to also use Clientjoy to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Close, a corresponding contact will automatically be created in Clientjoy.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
Clientjoy + Close Integration

Create Close contact for new Clientjoy contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Close contact and Clientjoy contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
See more
  • 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 Clientjoy + Close flow

Sync your CRM data with finance, scheduling, messaging, and email tools to keep your pipeline moving. Pick a combination and activate it in one click.

Clientjoy
Close
+
Google WorkspaceGoogle Workspace (4)
+
StripeStripe (3)
+
CalendlyCalendly (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
ZoomZoom (3)
C
G
C
Log every new Clientjoy lead in Google Sheets and create a corresponding lead in Close
New Clientjoy leads instantly populate your Google Sheets tracker while creating a matching lead in Close without manual entry.
C
C
G
Send an email via Google Workspace when a new lead is created in Clientjoy and added to Close
Notify your team instantly via Google Workspace whenever Clientjoy captures a lead that is subsequently created in Close.
C
C
G
Create a calendar event in Google Workspace when a new Clientjoy customer creates a Close opportunity
Schedule kickoff meetings in Google Workspace automatically when customer milestones are reached in Clientjoy and Close.
C
C
G
When an invoice is paid in Clientjoy, update the Close opportunity and log the details in Google Sheets
Recorded payments in Clientjoy update your Close opportunities and archive transaction rows in Google Sheets automatically.

Supported triggers and actions for Clientjoy and Close

Mix and match to build the exact automation you need

Clientjoy
Clientjoy Triggers & Actions
Instant
Lead is created in Clientjoy
Triggers the automation when a new lead is created
Try it →
Instant
Customer is created in Clientjoy
Triggers the automation when a new customer is created
Try it →
Invoice is created in Clientjoy
Triggers the automation when any invoice is added or modified
Try it →
Instant
Invoice is paid in Clientjoy
Triggers the automation when an invoice is marked as paid
Try it →
Proposal is created in Clientjoy
Triggers the automation when a new proposal is created
Try it →
Instant
Proposal is send in Clientjoy
Triggers the automation when a proposal is sent
Try it →
Create lead in Clientjoy
Generates new leads for potential customers
Try it →
Create customer in Clientjoy
Adds a new customer to the database
Try it →
Create Invoice in Clientjoy
Generates invoices for sales transactions
Try it →
Create proposal in Clientjoy
Generates a new proposal
Try it →
Close
Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
Try it →
Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
Try it →
Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
Try it →
Instant
Export is created in Close
Triggers the automation when a new export occurs
Try it →
Instant
Membership is activated in Close
Triggers the automation when a membership is activated
Try it →
Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
Try it →
Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
Try it →
Instant
Lead is created in Close
Triggers the automation when a new lead is created
Try it →
Instant
Contact is created in Close
Triggers the automation when a new contact is created
Try it →
Instant
Contact is updated in Close
Triggers the automation when a contact is updated
Try it →
Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
Try it →
Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
Try it →
Instant
Email is created in Close
Triggers the automation when a new email is created
Try it →
Instant
Call record is updated in Close
Triggers the automation when call details are modified
Try it →
Instant
Call record is created in Close
Triggers the automation when a new call record is created
Try it →
Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
Try it →
Instant
SMS is created in Close
Triggers the automation when a SMS is created
Try it →
Instant
Meeting is created in Close
Triggers the automation when a new meeting is scheduled
Try it →
Note is created in Close
Triggers the automation when a new note is created
Try it →
Search contact in Close
Finds and retrieves contact information
Try it →
Update lead in Close
Updates the lead information
Try it →
Search lead in Close
Retrieves information for a particular lead
Try it →
Create lead in Close
Generates new leads for potential customers
Try it →
Update task in Close
Updates the task
Try it →
Create task in Close
Creates a new task
Try it →
Search task in Close
Searches for a task
Try it →
Search opportunity in Close
Searches for a opportunity
Try it →
Update opportunity in Close
Updates the opportunity
Try it →
Create opportunity in Close
Creates a new instance of the support system
Try it →
Create contact in Close
Adds a new contact to the database
Try it →
Update contact in Close
Updates contact information
Try it →
Create note in Close
Creates a new note in the particular format
Try it →
Update note in Close
Updates a note
Try it →
Search note in Close
Searches for a note
Try it →
Create email in Close
Adds a new contact to the contact list
Try it →
Search user in Close
Searches for a user
Try it →
Create SMS in Close
Creates a new sms
Try it →
Create custom activity in Close
Logs a new custom activity
Try it →
Run activity overview report in Close
Runs an activity overview report
Try it →
Delete logged call in Close
Removes a recorded phone conversation
Try it →
Create export in Close
Generates a new data export
Try it →
Run sent email report in Close
Runs a sent email report
Try it →
Subscribe Contact to Email Sequence in Close
Subscribes a contact to an email sequence
Try it →
Search custom activity in Close
Searches for a custom activity
Try it →
Add address to lead in Close
Updates lead information with address details
Try it →
Delete email in Close
Deletes particular emails from inbox
Try it →
Merge two leads in Close
Merges two leads
Try it →
Create bulk email in Close
Sends multiple emails to a list of recipients using a pre-set template
Try it →
Run opportunity report in Close
Runs an opportunity report
Try it →
Create smart view in Close
Creates a new smart view
Try it →
Run status change report in Close
Runs a status change report
Try it →
Toggle Forwarding on Phone Number in Close
Toggles forwarding on a phone number
Try it →
Update custom activity in Close
Updates a particular custom activity with new information
Try it →
Update smart view in Close
Updates smart view
Try it →
Update email sequence subscription in Close
Updates an email sequence subscription
Try it →
Delete email address from contact in Close
Removes an email address from a contact list
Try it →
Create bulk sequence subscription action in Close
Subscribes multiple leads to an email sequence in bulk
Try it →
Search email sequence subscription in Close
Searches for an email sequence subscription
Try it →
Search number of Leads in Query in Close
Searches for the number of leads in a query
Try it →
Search connected account in Close
Searches for linked accounts to streamline account management
Try it →
Get activity by id in Close
Retrieves a activity details by its id
Try it →
Create call in Close
Initiates a call to the recipient
Try it →
Update call in Close
Updates call information
Try it →
Search call in Close
Searches for a call
Try it →

What can you automate with Clientjoy + Close?

Connect your CRM and sales communication workflows to eliminate repetitive administrative tasks.

What you can automate?
🚀
Create Close leads from Clientjoy leads automatically
Every new lead captured in Clientjoy instantly generates a corresponding lead record in Close without requiring manual copy-pasting.
📋
Capture every submitted field in your CRM
Map all custom form answers and contact details from Clientjoy into separate fields inside Close instead of missing crucial background data.
🔔
Notify your sales team the moment a deal moves
Send instant team alerts in Slack or via email whenever a new Clientjoy proposal or payment updates your Close pipeline.
🔀
Route records based on submitted deal values
Perform different actions in Close depending on the specific proposal amount or tier selected by the customer in Clientjoy.
🔄
Keep your records updated across both apps
Ensure opportunity status changes and contact edits in Close reflect accurately back in Clientjoy in real time.
👥
Add or update contacts without creating duplicates
Search existing database records before creating new entries so your Close and Clientjoy accounts stay clean and organized.
💳
Handle paid invoices and financial milestones
Trigger opportunity updates and revenue notifications in Close the moment an invoice is marked paid in Clientjoy.
💬
Extend your workflow to messaging and team tools
Connect your core Clientjoy and Close setup with Slack or Google Workspace to keep all stakeholders aligned on pipeline activity.
And much more...

Who is Clientjoy + Close integration for?

Sales managers, account executives, and agency operators streamline pipeline management and eliminate manual data entry between Clientjoy and Close.

Sales directors
Sales directors
Account executives
Account executives
Agency account managers
Agency account managers
Operations leads
Operations leads
Handoff coordinators
Handoff coordinators
Finance administrators
Finance administrators
📈
Sales directors
You're tracking pipeline metrics across multiple dashboards but your CRM only updates when someone manually exports leads, so the conversion counts you're reviewing are always outdated — this integration means every new lead lands in Close instantly and your pipeline numbers stay current.
Account executives
You need to reach out to inbound prospects immediately, but lead handoffs between Clientjoy and Close take hours, so hot leads go cold before you make contact — automating both apps means every prospect appears in your sales queue the second they sign up.
🤝
Agency account managers
You answer to clients who want immediate visibility into proposal and contract progress, but manual logging creates reporting gaps — connecting these apps means proposal statuses update across platforms automatically without manual double-entry.
📊
Operations leads
The volume of new client onboarding and invoicing is too high for your team to keep up by hand, leading to missed customer records — with this integration, every customer and invoice syncs across your tech stack without administrative errors.
🔄
Handoff coordinators
You own the onboarding stage and depend on sales reps to manually transfer lead details from Clientjoy into your active CRM, so handoff delays constantly stall project kickoff — this integration means customer creation triggers immediate downstream task creation.
📋
Finance administrators
You need a reliable history of paid invoices and revenue events, but manual ledger updates leave recurring gaps in your financial audit trail — automating these apps means every paid invoice in Clientjoy updates your revenue records instantly.
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 Clientjoy + Close

Build and manage your Clientjoy + 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 Clientjoy + 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
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Clientjoy to Close?
Frequently Asked Questions
You can connect Clientjoy to Close in just 1 click using ready templates or ask Integrately AI to build your workflow. Link your accounts, select your triggers, and start automating your sales pipeline instantly alongside 1,500+ other apps like Slack and Google Workspace.
Can I automatically create a Close lead when a new lead is added in Clientjoy?
Frequently Asked Questions
Can I connect Clientjoy, Close, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clientjoy and Close?
Frequently Asked Questions
How does Clientjoy sync new customer and invoice data with Close?
Frequently Asked Questions
How are opportunity updates handled between Close and Clientjoy?
Frequently Asked Questions
Do I need coding skills to automate Clientjoy and Close?
Frequently Asked Questions
Is the Clientjoy and Close integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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

Clientjoy
Popular Clientjoy Integrations
Connect Clientjoy to CRMs, email tools, and invoicing platforms to manage and follow up on your client lifecycle.
See All
Clientjoy Integrations arrow right
No popular apps found
Close
Popular Close Integrations
Sync Close with communication, scheduling, and reporting tools to keep your sales pipeline moving forward.
See All
Close Integrations arrow right
No popular apps found