Close + EmailOctopus Integration

Integrate Close to EmailOctopus in one click, or tell Integrately AI how you want each lead handled. Add contacts to your marketing lists, update campaigns, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • EmailOctopus
    Contact is created in EmailOctopus Instant
  • EmailOctopus
    Contact is updated in EmailOctopus Instant
  • EmailOctopus
    Contact is deleted in EmailOctopus Instant
  • EmailOctopus
    Campaign is created in EmailOctopus
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2.
  • 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
  • EmailOctopus
    Create contact in EmailOctopus
  • EmailOctopus
    Search contact in EmailOctopus
  • EmailOctopus
    Update contact in EmailOctopus
  • EmailOctopus
    Update contact email address in EmailOctopus
  • EmailOctopus
    Unsubscribe Contact in EmailOctopus
  • EmailOctopus
    Create list in EmailOctopus

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Ready Workflows Ready Workflows for Close + EmailOctopus Integration

Add contacts to marketing lists, sync lead details, keep campaigns updated, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Close + EmailOctopus Integration

Create EmailOctopus contact for new Close contact

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

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

Route leads to your CRM, schedule meetings, track payments, and notify your team instantly. Pick a combination and activate it in one click.

Close
EmailOctopus
+
HubspotHubspot (8)
+
CalendlyCalendly (8)
+
MailchimpMailchimp (8)
+
StripeStripe (8)
+
SlackSlack (8)
+
Google SheetsGoogle Sheets (8)
H
C
E
When a contact is created in HubSpot, create a lead in Close and add a contact in EmailOctopus
New HubSpot contacts immediately appear in Close as leads and join your EmailOctopus marketing lists without manual data entry.
H
C
E
When a contact is created in HubSpot, create a task in Close and update the contact in EmailOctopus
Assign follow-up tasks in Close and refresh subscriber details in EmailOctopus the moment a new HubSpot contact arrives.
H
C
E
When a HubSpot deal changes stage, update the lead in Close and update the contact in EmailOctopus
Pipeline progression in HubSpot updates lead records in Close and refreshes campaign segments in EmailOctopus.
C
H
E
Create a HubSpot contact for every new Close lead, and add a subscriber in EmailOctopus
Push new Close leads into HubSpot and EmailOctopus automatically to unify sales outreach and email marketing.
H
C
E
If a HubSpot contact is enterprise tier, create a lead in Close and add a contact in EmailOctopus
Segment high-value HubSpot contacts by tier and route them into Close and EmailOctopus for targeted outreach.
H
C
E
When a HubSpot deal is won, update the lead in Close and unsubscribe the contact in EmailOctopus
Transition won deals in HubSpot by updating Close records and adjusting EmailOctopus campaign subscriptions.
H
C
E
Use Claude to summarise every HubSpot form submission, create a lead in Close, and add a contact in EmailOctopus
AI-powered summaries of HubSpot form submissions feed directly into Close leads and EmailOctopus subscriber lists.
H
C
E
Turn every won HubSpot deal into a Close lead, add an EmailOctopus contact, and notify your team in Slack
Won HubSpot deals trigger Close lead creation, EmailOctopus subscription updates, and an instant Slack team alert.

Supported triggers and actions for Close and EmailOctopus

Mix and match to build the exact automation you need

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
Try it →
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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EmailOctopus
EmailOctopus Triggers & Actions
Instant
Contact is created in EmailOctopus
Triggers the automation when a new contact is created
Try it →
Instant
Contact is updated in EmailOctopus
Triggers the automation when a contact is updated
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Instant
Contact is deleted in EmailOctopus
Triggers the automation when a contact is removed from the particular list
Try it →
Campaign is created in EmailOctopus
Triggers the automation when a new campaign is created
Try it →
Create contact in EmailOctopus
Adds a new contact to the address book
Try it →
Search contact in EmailOctopus
Finds and retrieves contact information
Try it →
Update contact in EmailOctopus
Updates contact information with new details
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Update contact email address in EmailOctopus
Updates the email address associated with a contact
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Unsubscribe Contact in EmailOctopus
Removes contact from mailing list
Try it →
Create list in EmailOctopus
Generates a new list
Try it →

What can you automate with Close + EmailOctopus?

Streamline your sales and email marketing operations with powerful automation workflows built for Close and EmailOctopus.

What you can automate?
🔄
Sync new leads directly to email lists
Automatically register every new lead created in Close as a subscriber in EmailOctopus without manual data exporting or list importing.
📋
Capture every submitted contact detail
Map all available contact fields from Close into EmailOctopus subscriber properties so your marketing campaigns have complete customer records.
🔔
Notify your team instantly on key events
Alert sales and marketing personnel in real time whenever new campaign subscribers join or lead statuses change in your CRM.
🔀
Route records based on custom lead fields
Send contacts to specific EmailOctopus lists or trigger different Close tasks depending on lead score, tier, or region.
🔄
Keep subscriber information up to date
Automatically update EmailOctopus contact profiles whenever lead details, phone numbers, or email addresses change in Close.
🛡️
Prevent duplicate records across apps
Search existing contacts before creating new entries in EmailOctopus or Close to maintain clean and deduplicated databases.
Manage status changes and unsubscribes
Handle campaign unsubscribes and lead status updates automatically across both platforms to ensure compliance and accuracy.
💬
Extend workflows with messaging apps
Connect Slack to your Close and EmailOctopus flow to post instant channel alerts whenever new marketing campaigns or leads launch.
And much more...

Who is Close + EmailOctopus integration for?

Connecting Close and EmailOctopus helps sales and marketing teams eliminate manual data transfers, keep campaign lists current, and accelerate prospect follow-ups.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Customer support teams
Customer support teams
Operations leads
Operations leads
Admin coordinators
Admin coordinators
📈
Performance marketers
You're running campaigns across multiple channels but your EmailOctopus list only updates when someone manually exports contacts from Close, so the subscriber counts you're reviewing are always a few hours behind — with this integration, every new lead lands in your marketing list instantly and your data stays current.
Sales representatives
You need to reach out to new prospects immediately, but leads sitting in Close take hours to reach EmailOctopus for welcoming campaigns, so prospects go cold before they hear from you — with this integration, new contacts are added to your campaigns the moment they appear in your CRM.
🤝
Account managers
You report weekly progress to clients who expect their mailing lists to reflect every new CRM lead, but manual syncing leaves gaps in your subscriber counts — with this integration, every Close lead is reflected in EmailOctopus immediately so your client reports are always accurate.
🎧
Customer support teams
You handle high volumes of inbound enquiries that need to be subscribed to update lists, but doing this by hand leads to missed contacts and outdated lists — with this integration, every new customer record flows into EmailOctopus automatically without manual data entry.
⚙️
Operations leads
You depend on sales to hand over prospect data before email sequences can begin, but delays in Close mean campaigns stall before they start — with this integration, every lead creation in Close triggers downstream email actions instantly.
📊
Admin coordinators
You maintain clean contact histories across your business systems, but manual data transfers between Close and EmailOctopus always leave missing entries — with this integration, you get a reliable, unbroken record across both platforms without manual exporting.
Our team

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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 + EmailOctopus

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

1,500+ apps connected
1,500+ apps connected
Connect Close + EmailOctopus 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.
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How Integrately Works?

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Automation is ready
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Frequently Asked Questions

How do I connect Close to EmailOctopus?
Frequently Asked Questions
You can connect Close to EmailOctopus using 1-click automations on Integrately or by using Integrately AI to build custom workflows alongside apps like Slack, Google Sheets, and HubSpot.
Can I automatically sync new Close leads to EmailOctopus campaigns?
Frequently Asked Questions
Can I connect Close, EmailOctopus, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and EmailOctopus?
Frequently Asked Questions
How does Close handle lead updates in this integration?
Frequently Asked Questions
How does EmailOctopus manage subscriber lists during automation?
Frequently Asked Questions
Do I need coding skills to set up Close and EmailOctopus integrations?
Frequently Asked Questions
Is the Close and EmailOctopus integration free?
Frequently Asked Questions
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You Can Also Connect Close or EmailOctopus With 1500+ Other Apps

Close
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EmailOctopus
Popular EmailOctopus Integrations
Sync EmailOctopus with e-commerce, form builders, and analytics tools to streamline marketing campaigns and subscriber growth.