Close + CLOSEM Integration

Q: Can I automatically create a CLOSEM contact when a new lead is added in Close?

You can automatically create a CLOSEM contact whenever a new lead is created in Close. Pick a ready automation or customize your workflow in seconds.

Q: Can I connect Close, CLOSEM, and Slack?

You can connect Close, CLOSEM, and Slack together in a single multi-step workflow. Trigger outreach in CLOSEM while alerting your team on Slack, along with Google Calendar, Gmail, and 1,500+ other apps.

Q: What is a good Zapier alternative for Close and CLOSEM?

Most alternatives charge more and lack built-in AI workflow builders, whereas Integrately offers 20 million+ templates, 24/5 live chat, and 1-click setup for Close and CLOSEM.

Q: How does Close handle lead data synchronization?

Close synchronizes lead creation events in real time to trigger downstream actions. There's a ready template — start from the Close and CLOSEM integration.

Q: How does CLOSEM manage incoming contact creation?

CLOSEM receives contact data instantly from your CRM triggers to automate sales outreach. There's a ready template — start from the Close and CLOSEM integration.

Q: Can I set up this automation without writing code?

You can connect Close and CLOSEM without any coding knowledge by using ready templates or Integrately AI.

Q: Is the Close and CLOSEM integration free?

The Close and CLOSEM integration is available on the Integrately free forever plan, allowing you to run automated workflows at no cost.

Integrate Close to CLOSEM in one click, or tell Integrately AI how you want each lead handled. Create contacts, schedule appointments, update records, and trigger automated follow-ups instantly.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Opportunity status change activity is updated in Close Instant
Custom activity is created or updated in Close Instant
Lead Status change is created in Close Instant
Export is created in Close Instant
Membership is activated in Close Instant
Email Sequence Subscription created or updated in Close Instant
Lead is created using search query in Close
Lead is created in Close Instant
Contact is created in Close Instant
Contact is updated in Close Instant
Opportunity status change activity is created in Close Instant
Opportunity is created in Close Instant
Email is created in Close Instant
Call record is updated in Close Instant
Call record is created in Close Instant
Task is created in lead in Close Instant
SMS is created in Close Instant
Meeting is created in Close Instant
Note is created in Close

Search contact in Close
Update lead in Close
Search lead in Close
Create lead in Close
Update task in Close
Create task in Close
Search task in Close
Search opportunity in Close
Update opportunity in Close
Create opportunity in Close
Create contact in Close
Update contact in Close
Create note in Close
Update note in Close
Search note in Close
Create email in Close
Search user in Close
Create SMS in Close
Create custom activity in Close
Run activity overview report in Close
Delete logged call in Close
Create export in Close
Run sent email report in Close
Subscribe Contact to Email Sequence in Close
Search custom activity in Close
Add address to lead in Close
Delete email in Close
Merge two leads in Close
Create bulk email in Close
Run opportunity report in Close
Create smart view in Close
Run status change report in Close
Toggle Forwarding on Phone Number in Close
Update custom activity in Close
Update smart view in Close
Update email sequence subscription in Close
Delete email address from contact in Close
Create bulk sequence subscription action in Close
Search email sequence subscription in Close
Search number of Leads in Query in Close
Search connected account in Close
Get activity by id in Close
Create call in Close
Update call in Close
Search call in Close
Create contact in CLOSEM
Schedule appointment in CLOSEM

Trusted by experts at...

Ready Workflows for Close + CLOSEM Integration

Capture leads, schedule appointments, update records, alert your team, and send follow-ups, all in just one click.

Create CLOSEM appointment for new Close contact

Close + CLOSEM Integration

Activate

Create CLOSEM contact for new Close contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.

Activate

When Contact is created in Close > Check condition > Create contact in CLOSEM

Close + CLOSEM Integration

Activate

When Contact is updated in Close > Check condition > Create contact in CLOSEM

Close + CLOSEM Integration

Activate

When Lead is created in Close > Check condition > Create contact in CLOSEM

Close + CLOSEM Integration

Activate

When Opportunity is created in Close > Schedule appointment in CLOSEM

Close + CLOSEM Integration

Activate

1of1

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

Connect more apps to your Close + CLOSEM flow

Connect your CRM and outreach data with calendar scheduling, email marketing, team alerts, and payment platforms. Pick a combination and activate it in one click.

Google Calendar (4)

Calendly (4)

Mailchimp (4)

Slack (4)

Gmail (4)

Stripe (4)

Create a CLOSEM contact and schedule a Google Calendar event whenever a new lead is created in Close.

New Close leads automatically generate a contact in CLOSEM and schedule a corresponding event in Google Calendar without manual entry.

Schedule a CLOSEM appointment and a Google Calendar meeting when a new opportunity is created in Close.

New opportunities in Close instantly trigger an appointment in CLOSEM and add a meeting to your Google Calendar.

Use Claude to qualify new Close leads, create a CLOSEM contact, and schedule a Google Calendar event.

Claude evaluates incoming Close leads, creates a contact in CLOSEM for qualified prospects, and schedules a Google Calendar meeting.

Update your Google Calendar event and create a CLOSEM contact when a Close lead status changes.

Lead status updates in Close automatically sync with Google Calendar and create new contact records in CLOSEM.

Create a CLOSEM contact and add an invitee in Calendly whenever a new lead is created in Close.

New leads in Close are instantly registered as contacts in CLOSEM and added to your Calendly scheduling workflow.

Schedule a CLOSEM appointment and cancel a Calendly event when an opportunity is created in Close.

New opportunities in Close trigger a CLOSEM appointment while updating your Calendly schedule accordingly.

Use ChatGPT to review Close lead details, create a CLOSEM contact, and manage Calendly bookings.

ChatGPT assesses Close lead notes before creating a CLOSEM contact and updating Calendly schedules.

Reschedule a Calendly booking and create a CLOSEM contact when a Close lead status updates.

Lead status changes in Close trigger automated Calendly rescheduling and CLOSEM contact creation.

Add every new Close lead as a Mailchimp subscriber and create a corresponding contact in CLOSEM.

New Close leads flow instantly into Mailchimp lists and CLOSEM contact databases for immediate email marketing and outreach.

Schedule a CLOSEM appointment and update subscriber details in Mailchimp when an opportunity is created in Close.

New Close opportunities schedule outreach in CLOSEM while updating subscriber profiles in Mailchimp.

Use Gemini to segment Close leads, create a CLOSEM contact, and add subscribers in Mailchimp.

Gemini categorises Close lead data to populate Mailchimp lists and set up CLOSEM outreach workflows.

Remove Mailchimp subscribers and create a CLOSEM contact when a Close lead status changes.

Lead status updates in Close manage Mailchimp list memberships and generate CLOSEM outreach records.

Create a CLOSEM contact and notify your sales channel in Slack whenever a new lead is created in Close.

New Close leads instantly generate a CLOSEM contact record while alerting your team channel in Slack.

Schedule a CLOSEM appointment and post an alert in Slack when an opportunity is created in Close.

New opportunities in Close trigger outreach in CLOSEM and broadcast deal updates to your Slack channel.

Use Claude to summarise Close lead notes, create a CLOSEM contact, and notify your team in Slack.

Claude summarises Close lead notes before creating a CLOSEM contact and posting a brief to Slack.

Post a Slack update and create a CLOSEM contact when a Close lead status changes.

Lead status modifications in Close trigger team alerts in Slack and update outreach records in CLOSEM.

Create a CLOSEM contact and send a welcome email via Gmail whenever a new lead is created in Close.

New Close leads instantly trigger a welcome email in Gmail and establish an outreach record in CLOSEM.

Schedule a CLOSEM appointment and send a confirmation email in Gmail when an opportunity is created in Close.

New opportunities in Close schedule outreach in CLOSEM and send confirmation emails via Gmail.

Use ChatGPT to draft personalized emails, create a CLOSEM contact, and send messages via Gmail.

ChatGPT generates custom email drafts for new Close leads, creates a CLOSEM contact, and sends messages via Gmail.

Send a status update email in Gmail and create a CLOSEM contact when a Close lead status changes.

Lead status changes in Close trigger automated Gmail updates and create new contact records in CLOSEM.

Create a CLOSEM contact and set up a Stripe customer whenever a new lead is created in Close.

New Close leads automatically generate a customer profile in Stripe and establish an outreach record in CLOSEM.

Schedule a CLOSEM appointment and create a Stripe invoice when an opportunity is created in Close.

New opportunities in Close trigger outreach scheduling in CLOSEM and generate invoices in Stripe.

Use Gemini to review billing details, create a CLOSEM contact, and set up Stripe customers.

Gemini processes Close lead information before establishing Stripe customer accounts and CLOSEM records.

Update a Stripe customer and create a CLOSEM contact when a Close lead status changes.

Lead status updates in Close automatically modify Stripe customer records and update CLOSEM outreach files.

Supported triggers and actions for Close and CLOSEM

Mix and match to build the exact automation you need

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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CLOSEM Triggers & Actions

Create contact in CLOSEM

Adds a new contact to the database

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Schedule appointment in CLOSEM

Schedules an appointment

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What can you automate with Close + CLOSEM?

Streamline your sales pipeline by connecting Close lead data directly to your CLOSEM outreach workflows.

Get Started For Free

🎯

Sync new leads into automated outreach

Instantly create a contact in CLOSEM the moment a new lead is generated in Close, eliminating manual copying and accelerating your outreach speed.

📝

Capture every submitted field and note

Map complete contact details and custom lead attributes from Close directly into your CLOSEM contact records for personalized follow-ups.

🔔

Alert team members on new opportunities

Notify sales reps instantly when new deals are created, ensuring prompt attention and faster prospect engagement across your organization.

🔀

Route records based on lead status

Trigger different outreach sequences or schedule specific appointments depending on the exact lead status or stage change in Close.

🔄

Keep contact records continuously updated

Automatically propagate lead updates and contact modifications from Close straight into your corresponding CLOSEM accounts in real time.

🛡️

Prevent duplicate entries automatically

Search existing records before creating new entries, ensuring your CLOSEM database remains clean and free of redundant contact cards.

📅

Automate appointment scheduling on status updates

Schedule follow-up appointments in CLOSEM automatically whenever an opportunity progresses to a key milestone in Close.

🌐

Extend workflows with Slack notifications

Connect your core Close and CLOSEM flow with Slack to broadcast instant alerts to your revenue team whenever key deal events occur.

And much more...

Who is Close + CLOSEM integration for?

Sales teams, account managers, and business owners use this integration to automate outreach, eliminate manual data entry, and close more deals without missing a beat.

Sales Operations Managers

Inside Sales Representatives

Account Executives

High-Volume Lead Generators

Business Development Reps

CRM Administrators

📈

Sales Operations Managers

You're managing deal pipelines in Close but outbound outreach tracking in CLOSEM requires manual imports, so your pipeline reports are always outdated — with this integration, every new lead lands in CLOSEM instantly and your data stays current.

⚡

Inside Sales Representatives

You need to initiate follow-ups immediately when inbound prospects arrive, but manual data transfers mean you discover new leads too late — with this integration, every lead creation triggers immediate outreach without delay.

📋

Account Executives

You answer to sales directors who want to see prospect engagement metrics across systems, but manual logging creates visible gaps — this integration means every contact syncs seamlessly for clear progress reporting.

🔄

High-Volume Lead Generators

The incoming lead volume is too high for anyone to keep up by hand, leading to missed contacts and unworked leads — automating both apps means every submission instantly populates outreach sequences without manual strain.

🤝

Business Development Reps

You own the initial outreach phase and depend on upstream lead creation to start connecting, but delays leave prospects waiting — connecting these apps means contact records appear in your outreach queue instantly.

🗂️

CRM Administrators

You need a reliable history of prospect interactions across platforms, but manual record creation keeps leaving missing gaps in your logs — this integration means every interaction is recorded accurately across both tools.

Try This Integration – No Code Needed

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 Close + CLOSEM

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

1,500+ apps connected

Connect Close + CLOSEM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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

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

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

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

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?

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Frequently Asked Questions

How do I connect Close to CLOSEM?

You can connect Close to CLOSEM in 1-click using ready-made workflows on Integrately or ask Integrately AI to build the automation for you. It takes seconds to link your accounts and start syncing leads.

Can I automatically create a CLOSEM contact when a new lead is added in Close?

Can I connect Close, CLOSEM, and Slack?

What is a good Zapier alternative for Close and CLOSEM?

How does Close handle lead data synchronization?

How does CLOSEM manage incoming contact creation?

Can I set up this automation without writing code?

Is the Close and CLOSEM integration free?

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 Close or CLOSEM With 1500+ Other Apps

Popular Close Integrations

Connect Close to CRMs, email tools, and messaging platforms to manage and follow up on your leads.

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Close Integrations

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Popular CLOSEM Integrations

Sync CLOSEM with marketing, calendar, and support tools to keep outreach working across your stack.

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CLOSEM Integrations

No popular apps found

Close + CLOSEM Integration

Integrate Close to CLOSEM in one click, or tell Integrately AI how you want each lead handled. Create contacts, schedule appointments, update records, and trigger automated follow-ups instantly.

Trusted by experts at...

Ready Workflows for Close + CLOSEM Integration

Capture leads, schedule appointments, update records, alert your team, and send follow-ups, all in just one click.

Create CLOSEM appointment for new Close contact

Create CLOSEM contact for new Close contact

When Contact is created in Close > Check condition > Create contact in CLOSEM

When Contact is updated in Close > Check condition > Create contact in CLOSEM

When Lead is created in Close > Check condition > Create contact in CLOSEM

When Opportunity is created in Close > Schedule appointment in CLOSEM

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

Connect more apps to your Close + CLOSEM flow

Connect your CRM and outreach data with calendar scheduling, email marketing, team alerts, and payment platforms. Pick a combination and activate it in one click.

Supported triggers and actions for Close and CLOSEM

Mix and match to build the exact automation you need

What can you automate with Close + CLOSEM?

Streamline your sales pipeline by connecting Close lead data directly to your CLOSEM outreach workflows.

Who is Close + CLOSEM integration for?

Sales teams, account managers, and business owners use this integration to automate outreach, eliminate manual data entry, and close more deals without missing a beat.

Did you know?

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

Why choose Integrately to automate Close + CLOSEM

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

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

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Close + CLOSEM Integration

Integrate Close to CLOSEM in one click, or tell Integrately AI how you want each lead handled. Create contacts, schedule appointments, update records, and trigger automated follow-ups instantly.

Trusted by experts at...

Ready Workflows for Close + CLOSEM Integration

Capture leads, schedule appointments, update records, alert your team, and send follow-ups, all in just one click.

Create CLOSEM appointment for new Close contact

Create CLOSEM contact for new Close contact

When Contact is created in Close > Check condition > Create contact in CLOSEM

When Contact is updated in Close > Check condition > Create contact in CLOSEM

When Lead is created in Close > Check condition > Create contact in CLOSEM

When Opportunity is created in Close > Schedule appointment in CLOSEM

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

Connect more apps to your Close + CLOSEM flow

Connect your CRM and outreach data with calendar scheduling, email marketing, team alerts, and payment platforms. Pick a combination and activate it in one click.

Supported triggers and actions for Close and CLOSEM

Mix and match to build the exact automation you need

What can you automate with Close + CLOSEM?

Streamline your sales pipeline by connecting Close lead data directly to your CLOSEM outreach workflows.

Who is Close + CLOSEM integration for?

Sales teams, account managers, and business owners use this integration to automate outreach, eliminate manual data entry, and close more deals without missing a beat.

Did you know?

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

Why choose Integrately to automate Close + CLOSEM

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

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

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click