Create Close opportunity for new Concord deal
Concord + Close Integration
Close + Concord Integration
Integrate Close to Concord in one click, or tell Integrately AI how you want each lead handled. Create deals, sync contact details, update pipeline stages, and trigger team follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
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
Contact is created in Concord Instant- Company is created in Concord Instant
- Deal status is changed in Concord Instant
- Deal is created in Concord Instant
- Deal stage is changed in Concord Instant
- Stage is created in Concord
- Note is created in Concord
- User is created in Concord
- Call is created in Concord
- Product is created in Concord
- Activity is created in Concord
- Pipeline is created in Concord
- Document is created in Concord
- Document status is changed in Concord Instant
2.
- 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 Concord
- Search contact in Concord
- Update contact in Concord
- Delete contact in Concord
- Create note in Concord
- Update note in Concord
- Search note in Concord
- Delete note in Concord
- Create stage in Concord
- Update stage in Concord
- Search stage in Concord
- Delete stage in Concord
- Create company in Concord
- Search company in Concord
- Update company in Concord
- Delete company in Concord
- Create deal in Concord
- Search deal in Concord
- Update deal in Concord
- Delete deal in Concord
- Create user in Concord
- Search user in Concord
- Update user in Concord
- Delete user in Concord
- Create call in Concord
- Search call in Concord
- Update call in Concord
- Delete call in Concord
- Create product in Concord
- Search product in Concord
- Update product in Concord
- Delete product in Concord
- Create activity in Concord
- Search activity in Concord
- Update activity in Concord
- Delete activity in Concord
- Create pipeline in Concord
- Search pipeline in Concord
- Update pipeline in Concord
- Delete pipeline in Concord
- Search document in Concord
- Delete document in Concord
Trusted by experts at...
Ready Workflows for Close + Concord Integration
Capture leads, create deals, update pipeline stages, alert your team, and send follow-ups, all in just one click.
Most popular automations
Create Concord deal for new Close opportunity
Close + Concord Integration
Create Close task for new Concord deal
Concord + Close Integration
Create Close contact for new Concord contact
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Concord - Close integration, anytime a new Concord contact is created, an Close contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See moreHowever, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Concord - Close integration, anytime a new Concord contact is created, an Close contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
When Contact is created in Concord > Check condition > Create contact in Close
Concord + Close Integration
When Contact is created in Concord > Check condition > Create lead in Close
Concord + Close Integration
When User is created in Concord > Check condition > Create contact in Close
Concord + Close Integration
When User is created in Concord > Check condition > Create lead in Close
Concord + Close Integration
When Lead is created in Close > Check condition > Create contact in Concord
Close + Concord Integration
When Lead is created in Close > Check condition > Create user in Concord
Close + Concord Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Close + Concord flow
Pass lead data to your communication, scheduling, and finance tools as deals progress. Pick a combination and activate it in one click.
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Gmail (8)
Gmail (8) +
Calendly (8)
Calendly (8) +
Slack (8)
Slack (8) +
Mailchimp (8)
Mailchimp (8) +
Stripe (8)
Stripe (8) +
Google Sheets (8)
Google Sheets (8) C
C
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Add every new Close lead to your Concord CRM, and send a welcome email in Gmail.
New Close leads appear in Concord as deals instantly while Gmail sends a welcome message, removing manual entry entirely.
C
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Create a Concord deal when a new Close lead arrives, and send a check-in email via Gmail.
Close lead data creates a Concord deal while Gmail dispatches a follow-up email without manual intervention.
C
C
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When a Concord deal stage changes, update the lead in Close and send a progress email in Gmail.
Deal stage updates in Concord update Close records while Gmail notifies clients of their project status.
C
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Create a Gmail draft for every new Close contact created, and log the deal in Concord.
Close contacts generate a Gmail draft and a Concord deal so your team can review messaging before sending.
C
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If a new Close lead is enterprise tier, create a Concord deal and send a priority proposal via Gmail.
Enterprise leads trigger high-priority Concord deals and tailored Gmail proposals automatically.
C
C
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When a Concord deal is won, update the Close lead status and send a thank-you email in Gmail.
Won Concord deals update Close lead statuses while Gmail sends an appreciative note to the new client.
C
C
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Use Claude to summarise every new Close email interaction, update the Concord deal note, and email the summary via Gmail.
Claude summarises Close email history, updates Concord deal notes, and sends briefings via Gmail.
C
C
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Turn every won Concord deal into a Close task, send a kickoff email via Gmail, and create a tracking record in Google Sheets.
Won Concord deals generate Close tasks, Gmail kickoff messages, and Google Sheets tracking entries.
Supported triggers and actions for Close and Concord
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
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
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
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
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 → Concord Triggers & Actions
Instant
Deal status is changed in Concord
Triggers the automation when the deal status is changed
Try it → Instant
Deal stage is changed in Concord
Triggers the automation when the deal stage is changed
Try it → Instant
Document status is changed in Concord
Triggers the automation when the document status is updated
Try it → What can you automate with Close + Concord?
Streamline your entire sales pipeline by connecting communication data directly to deal management.
🚀
Create Concord deals from Close leads automatically
Turn every new lead created in Close into a deal inside Concord instantly, ensuring your sales pipeline is always up to date without manual data transfer.
📋
Capture every lead field and custom detail
Map all available Close lead attributes, custom activities, and contact details directly into Concord records instead of just basic names.
🔔
Alert team members as soon as deals arrive
Notify your sales reps and managers the moment a new deal or stage change occurs so follow-ups happen immediately.
🔀
Route deals based on submitted field values
Send high-value leads to enterprise Concord pipelines while routing standard inquiries to your regular sales workflow based on criteria.
🔄
Keep deal stages synchronized in real time
Update Concord deal statuses whenever opportunity status changes occur in Close, keeping both platforms perfectly aligned.
🛡️
Add or update records without creating duplicates
Search for existing contacts and leads before writing new entries, preventing duplicate records from cluttering your CRM.
📊
Handle later stage updates and closed deals
Automatically log notes and update pipeline metrics when deals are marked as won, lost, or moved to advanced stages.
💬
Connect your workflow to Slack for instant alerts
Send automated notifications to Slack channels whenever a new Close lead successfully creates a Concord deal.
And much more...
Who is Close + Concord integration for?
Connecting Close and Concord gives sales and operations teams a unified deal pipeline, removing manual data entry across platforms.
Sales operations managers
Inside sales reps
Account executives
High-volume sales teams
Customer success leads
Sales data analysts
📈
Sales operations managers
You report on pipeline metrics and forecast revenue from it, but your CRM records are always out of sync with deal stages, so the numbers you are optimising against are always a few hours behind — with this integration, every deal update lands instantly and your pipeline stays current.
⚡
Inside sales reps
You need to act fast on incoming prospects, and you find out too late when a lead changes status, so opportunities go cold before anyone reaches out — automating both apps means every new Close lead becomes a Concord deal instantly so you can call them right away.
👔
Account executives
You answer to a sales director who wants to see deal progress, but you spend half your day copying details between platforms, so progress reports are delayed — this integration means every stage change updates automatically and your pipeline reports are always ready.
📈
High-volume sales teams
The lead volume is too high for anyone to keep up by hand, and leads get lost between communication tools and pipeline trackers, so conversion rates drop — connecting these apps means every submission flows straight into your deal management system without manual work.
🤝
Customer success leads
You own the onboarding step and depend on sales to hand it over, but deal wins get buried in communication tools, so new accounts wait too days for setup — automating both apps means every closed deal triggers your downstream tasks instantly.
🗂️
Sales data analysts
You need a reliable history of pipeline activity and keep finding gaps in it because manual entry misses crucial stage updates, so forecasts are unreliable — with this integration, every event is logged accurately across both platforms.
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 + Concord
Build and manage your Close + Concord automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Close + Concord 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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Close + Concord Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Close to Concord?
You can connect Close to Concord in 1 click using ready templates or by asking Integrately AI to build the automation for you. Simply link your accounts, select your triggers, and let Integrately handle the data flow alongside apps like Slack and Google Sheets.
Can I automatically create Concord deals from new Close leads?
Can I connect Close, Concord, and Slack?
What is a good Zapier alternative for Close and Concord?
How are lead updates synced between Close and Concord?
Can I update deal stages in Concord based on Close activity?
Do I need coding skills to automate Close and Concord?
Is the Close and Concord integration free?
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