Close + Formsite Integration

Q: Can I automatically create Close leads from Formsite form submissions?

Yes, every form submission in Formsite can automatically create a corresponding lead in Close. Start with a ready workflow or build custom automation with Integrately AI.

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

Yes, you can easily connect Close, Formsite, and Slack together. Form submissions can create leads in Close while instantly notifying your sales team in Slack, along with 1,500+ other apps.

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

Integrately is an ideal alternative for connecting Close and Formsite. It offers 20 million+ ready templates, 24/5 live chat support, and 3x to 10x lower cost than most alternatives.

Q: How does Close handle lead creation from web forms?

Close creates new lead and contact records instantly when triggered by form entries. There is a ready template — start from the Close and Formsite integration.

Q: Can Formsite trigger automated workflows without coding?

Yes, Formsite form submissions can trigger automated workflows without writing any code. Start with ready templates or design workflows using Integrately AI.

Q: How do I set up multi-step automations between Close and Formsite?

You can connect Close and Formsite in multi-step flows without coding. Use ready templates or ask Integrately AI to build custom sequences.

Q: Is the Close and Formsite integration free?

The Close and Formsite integration is available on Integrately with a free forever plan. You can start connecting your apps right away.

Integrate Close to Formsite in one click, or tell Integrately AI how you want each submission handled. Capture form responses, create and update your leads, alert your team, and trigger follow-ups automatically.

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
Form is submitted in Formsite Instant

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

Trusted by experts at...

Ready Workflows for Close + Formsite Integration

Capture submissions, create leads, update contacts, alert your team, and send follow-ups, all in just one click.

Create Close contact for new Formsite form submission

When someone completes your Formsite, a new contact is automatically created in your Close. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Formsite is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Formsite - Close integration set up makes it easy to manage your customer relationships and grow your business.

Activate

Create Close opportunity for new Formsite form submission

Integrating your Close with your Formsite, can help you automatically create new opportunitys based on form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Formsite - Close integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.

Activate

Create Close task for new Formsite form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Close tasks for new Formsite form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Close task for new Formsite form submission received today - your customers will thank you for it!

Activate

When Form is submitted in Formsite > Create contact in Close > Create opportunity in Close

When Form is submitted in Formsite then Create contact in Close and Create opportunity in Close

Activate

When Form is submitted in Formsite > Create lead in Close > Create opportunity in Close

When Form is submitted in Formsite then Create lead in Close and Create opportunity in Close

Activate

Create Close note for new Formsite form submission

Formsite + Close Integration

Activate

When Form is submitted in Formsite > Create contact in Close > Create task in Close

When Form is submitted in Formsite then Create contact in Close and Create task in Close

Activate

When Form is submitted in Formsite > Create lead in Close > Create task in Close

When Form is submitted in Formsite then Create lead in Close and Create task in Close

Activate

When Form is submitted in Formsite > Check any condition > Create opportunity in Close

Formsite + Close Integration

Activate

When Form is submitted in Formsite > Check any condition > Create contact in Close

Formsite + Close Integration

Activate

1of2

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

Connect more apps to your Close + Formsite flow

Connect your core automation to messaging tools, spreadsheets, CRMs, and payment platforms to streamline your entire operational stack. Pick a combination and activate it in one click.

Google Sheets (4)

Gmail (4)

Hubspot (4)

Calendly (4)

Slack (4)

Stripe (4)

Add every Formsite submission to your Close CRM as a new lead, and log the details in Google Sheets

Formsite submissions automatically become new leads in Close and new rows in Google Sheets the moment they are completed. No manual data entry, no missing records.

Create a Close contact from every Formsite submission, and update your master tracking sheet in Google Sheets

Keep your tracking spreadsheets current by turning every Formsite submission into a Close contact and updating Google Sheets instantly.

If a Formsite submission selects enterprise tier, create a priority lead in Close and log it in Google Sheets

Route high-value Formsite submissions straight into Close as priority leads while keeping a detailed log in Google Sheets.

Use ChatGPT to summarise every Formsite submission, create a matching lead in Close, and record the summary in Google Sheets

Use ChatGPT to analyse Formsite submissions, create structured leads in Close, and log the generated summaries in Google Sheets.

Create a Close lead from every Formsite submission and send a confirmation email via Gmail

Turn Formsite submissions into Close leads while automatically dispatching a professional confirmation email through Gmail.

When a Formsite form is submitted, create a Close contact and notify the sales team via Gmail

Notify your team via Gmail and create a new Close contact the moment a new Formsite submission comes in.

If a Formsite submission indicates urgent support, create a priority task in Close and send an alert via Gmail

Route urgent Formsite inquiries into Close as priority tasks and dispatch immediate team alerts through Gmail.

Use Claude to draft a custom welcome email for every Formsite submission, create a lead in Close, and send the draft via Gmail

Use Claude to write a tailored welcome email for each Formsite submission, create a Close lead, and send the message via Gmail.

Turn every Formsite submission into a Close lead and sync the contact record to HubSpot

Keep your primary CRM and auxiliary databases aligned by syncing every Formsite submission to Close and HubSpot simultaneously.

Create a Close opportunity from every Formsite submission and log a deal in HubSpot

Convert Formsite submissions into active pipeline opportunities in Close and deals in HubSpot instantly.

If a Formsite submission matches enterprise criteria, create a priority lead in Close and a deal in HubSpot

Segment high-value Formsite submissions into enterprise-tier leads in Close and major deals in HubSpot automatically.

Use Gemini to qualify every Formsite submission, create a lead in Close, and update HubSpot

Use Gemini to qualify incoming Formsite submissions before creating a qualified lead in Close and updating HubSpot records.

Create a Close lead from every Formsite submission and invite the prospect via Calendly

Turn Formsite submissions into Close leads and automatically send a Calendly scheduling invite for quick booking.

When a Formsite form is submitted, create a Close contact and schedule a follow-up meeting in Calendly

Create a new contact in Close and set up a Calendly meeting placeholder whenever a form submission arrives.

If a Formsite submission requests a demo, create a Close opportunity and trigger a Calendly scheduling link

Route demo requests from Formsite into Close opportunities and dispatch a direct Calendly booking link instantly.

Use Perplexity to research every Formsite submission, create a lead in Close, and book a qualification call in Calendly

Use Perplexity to gather company intelligence on Formsite submissions before creating a Close lead and booking a Calendly call.

Add every Formsite submission as a Close lead and notify your sales channel in Slack

New Formsite submissions appear as Close leads instantly while your sales channel gets notified on Slack.

Create a Close contact for each Formsite submission and post an alert in Slack

Create a new Close contact from every Formsite submission and broadcast an instant alert to your team in Slack.

If a Formsite submission is high value, create a priority lead in Close and ping the leadership channel in Slack

Route high-value Formsite submissions into priority Close leads and alert leadership instantly in Slack.

Use ChatGPT to summarise every Formsite submission, create a lead in Close, and post the brief in Slack

Use ChatGPT to generate a concise summary of every Formsite submission, create a Close lead, and post the brief in Slack.

Create a Close lead from every Formsite submission and generate a Stripe customer profile

Turn Formsite submissions into Close leads while automatically creating matching customer profiles in Stripe.

When a Formsite form is submitted, create a Close contact and create a Stripe invoice

Create a new Close contact from every Formsite submission and generate an invoice in Stripe automatically.

If a Formsite submission selects a paid plan, create a Close lead and initiate a Stripe checkout session

Route paid plan selections from Formsite into Close leads and trigger an instant Stripe checkout session.

Use Claude to extract billing details from every Formsite submission, create a lead in Close, and create a Stripe customer

Use Claude to parse billing details from Formsite submissions, create a Close lead, and set up a Stripe customer account.

Supported triggers and actions for Close and Formsite

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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Formsite Triggers & Actions

Instant

Form is submitted in Formsite

Triggers the automation when a form is filled

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What can you automate with Close + Formsite?

Streamline your lead capture, CRM updates, and team notifications with ready-made workflows designed for Close and Formsite.

Get Started For Free

📋

Convert every form submission into a CRM lead automatically

Turn every completed Formsite survey or web form into a brand-new lead in Close the moment it is submitted. Eliminate manual copying and ensure zero prospect details are ever missed.

📝

Capture every submitted field in detail

Map all custom form questions and answers into your Close records instead of just basic names and email addresses. Your CRM becomes a richer source for sales qualification and follow-up.

🔔

Alert your sales team the second a lead arrives

Send instant team notifications via Slack or Gmail the moment a high-value prospect completes your Formsite form. Empower your reps to make contact while interest is at its peak.

🔀

Route leads conditionally based on form answers

Send enterprise inquiries to priority queues in Close and standard inquiries to general lists by branching workflows based on submitted field values like company size or budget.

🔄

Keep customer records updated as details change

Automatically update existing Close contacts and leads whenever a repeat submitter fills out a new Formsite form. Keep your CRM history accurate without creating duplicate entries.

🔍

Search and update existing records intelligently

Look up existing records in Close using submitted email addresses before deciding whether to create a new profile or update current lead details.

💳

Handle paid plan submissions and billing workflows

Trigger automated invoicing or customer profile creation in Stripe whenever a Formsite submission indicates a paid plan selection.

📊

Extend your workflow to spreadsheets and databases

Log every Formsite submission straight into Google Sheets alongside your Close CRM records to maintain an independent backup of all incoming response data.

And much more...

Who is Close + Formsite integration for?

Connect Close and Formsite to eliminate manual data entry, streamline lead handoffs, and keep your pipeline and reporting synchronized in real time.

Performance marketers

Sales development reps

Agency account managers

Customer support teams

Operations coordinators

Finance and admin leads

📈

Performance marketers

You're running acquisition campaigns driving traffic to web forms, but your tracking spreadsheets only update when someone manually exports submissions, so the conversion metrics you're optimising against are always a few hours behind — with this integration, every new submission lands in your tools instantly and your data stays current.

⚡

Sales development reps

You rely on immediate outreach to convert inbound prospects, but form entries sit unassigned in your inbox until someone manually enters them into Close, meaning hot leads go cold before you ever make contact — automating both apps means every submission creates a lead instantly so you can reach out first.

🤝

Agency account managers

You answer to clients who expect real-time visibility into incoming campaign leads, but compiling form responses into client dashboards by hand takes hours every week and leaves room for human error — this integration means every form submission flows straight into your client tracking systems without manual intervention.

🎧

Customer support teams

You manage high volumes of inbound support requests submitted through web forms, but routing them to the right agent requires tedious copying and pasting between systems, causing delayed responses and missed SLAs — connecting these apps means every request creates a tracked task instantly so your team can resolve issues faster.

⚙️

Operations coordinators

You own the downstream handoff once a form is completed, but dependent teams fail to act because they are notified too late or find gaps in the submitted contact records — automating both apps means every record is populated correctly and downstream teams are alerted the moment a submission arrives.

📊

Finance and admin leads

You depend on accurate historical records for billing and reporting, but manual data entry between forms, CRM records, and spreadsheets inevitably introduces missing fields and mismatched entries — with this integration, every submission and customer profile is recorded reliably with zero data gaps.

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 + Formsite

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

1,500+ apps connected

Connect Close + Formsite 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 Formsite?

You can connect Close to Formsite using 1-click automations on Integrately. Simply pick a ready template or ask Integrately AI to build your integration and map the fields for you in minutes.

Can I automatically create Close leads from Formsite form submissions?

Can I connect Close, Formsite, and Slack?

What is a good Zapier alternative for Close and Formsite?

How does Close handle lead creation from web forms?

Can Formsite trigger automated workflows without coding?

How do I set up multi-step automations between Close and Formsite?

Is the Close and Formsite 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 Formsite With 1500+ Other Apps

Popular Close Integrations

Connect Close with 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 Formsite Integrations

Sync Formsite with spreadsheets, project management, and notification tools to keep data working across your stack.

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Formsite Integrations

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Close + Formsite Integration

Integrate Close to Formsite in one click, or tell Integrately AI how you want each submission handled. Capture form responses, create and update your leads, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Close + Formsite Integration

Capture submissions, create leads, update contacts, alert your team, and send follow-ups, all in just one click.

Create Close contact for new Formsite form submission

Create Close opportunity for new Formsite form submission

Create Close task for new Formsite form submission

When Form is submitted in Formsite > Create contact in Close > Create opportunity in Close

When Form is submitted in Formsite > Create lead in Close > Create opportunity in Close

Create Close note for new Formsite form submission

When Form is submitted in Formsite > Create contact in Close > Create task in Close

When Form is submitted in Formsite > Create lead in Close > Create task in Close

When Form is submitted in Formsite > Check any condition > Create opportunity in Close

When Form is submitted in Formsite > Check any condition > Create contact in Close

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

Connect more apps to your Close + Formsite flow

Connect your core automation to messaging tools, spreadsheets, CRMs, and payment platforms to streamline your entire operational stack. Pick a combination and activate it in one click.

Supported triggers and actions for Close and Formsite

Mix and match to build the exact automation you need

What can you automate with Close + Formsite?

Streamline your lead capture, CRM updates, and team notifications with ready-made workflows designed for Close and Formsite.

Who is Close + Formsite integration for?

Connect Close and Formsite to eliminate manual data entry, streamline lead handoffs, and keep your pipeline and reporting synchronized in real time.

Did you know?

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

Why choose Integrately to automate Close + Formsite

Build and manage your Close + Formsite 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 Formsite With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Close + Formsite Integration

Integrate Close to Formsite in one click, or tell Integrately AI how you want each submission handled. Capture form responses, create and update your leads, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Close + Formsite Integration

Capture submissions, create leads, update contacts, alert your team, and send follow-ups, all in just one click.

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

Connect more apps to your Close + Formsite flow

Connect your core automation to messaging tools, spreadsheets, CRMs, and payment platforms to streamline your entire operational stack. Pick a combination and activate it in one click.

Supported triggers and actions for Close and Formsite

Mix and match to build the exact automation you need

What can you automate with Close + Formsite?

Streamline your lead capture, CRM updates, and team notifications with ready-made workflows designed for Close and Formsite.

Who is Close + Formsite integration for?

Connect Close and Formsite to eliminate manual data entry, streamline lead handoffs, and keep your pipeline and reporting synchronized in real time.

Did you know?

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

Why choose Integrately to automate Close + Formsite

Build and manage your Close + Formsite 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 Formsite 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