Close + Heartbeat Integration

Q: Can I automatically create a Heartbeat user when a new lead is added in Close?

Yes, you can automatically provision a new Heartbeat community user the moment a lead is created in Close using 1-click automations.

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

You can connect Close, Heartbeat, and Slack together in a multi-step workflow, along with 1,500+ other apps on Integrately.

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

Integrately is a top alternative for connecting Close and Heartbeat, featuring 20 million+ ready templates, 24/5 live chat support, and AI-assisted workflow building.

Q: How does Close handle lead data during the integration?

Close passes lead details securely to your connected apps whenever a lead is created or updated, ensuring your community platform receives accurate contact data.

Q: Can Heartbeat trigger actions in Close when users join groups?

Yes, when users join groups in Heartbeat, you can automatically create leads or update tasks in Close using ready automation workflows.

Q: Do I need coding skills to automate Close and Heartbeat?

No coding skills are required to connect Close and Heartbeat. You can use pre-built templates or describe your process to Integrately AI.

Q: Is the Close and Heartbeat integration free?

Yes, you can start automating Close and Heartbeat with a free forever plan available on Integrately.

Integrate Close to Heartbeat in one click, or tell Integrately AI how you want each lead handled. Qualify prospects, provision community access, alert your team, and track onboarding progress 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
User is join in Heartbeat Instant
User profile is updated in Heartbeat Instant
User is completed course in Heartbeat Instant
User is joined group in Heartbeat Instant
User is created in Heartbeat
Thread is created in Heartbeat
Event is created in Heartbeat

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
Invite users in Heartbeat
Add user to group in Heartbeat
Find user in Heartbeat
Deactivate user in Heartbeat
Remove user from group in Heartbeat
Send direct message in Heartbeat
Create thread in Heartbeat
Create group in Heartbeat
Create event in Heartbeat
Create channel in Heartbeat

Trusted by experts at...

Ready Workflows for Close + Heartbeat Integration

Provision community access, track user signups, update lead statuses, and alert your team, all in just one click.

Send Heartbeat message for new Close contact

Anytime a new contact is added to your Close, automatically send them a message through Heartbeat letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Close - Heartbeat integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!

Activate

Send Heartbeat message for new Close task

With this Close - Heartbeat integration, whenever a new task is created in Close, message will be sent via Heartbeat. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.

Activate

Send Heartbeat message for new Close opportunity

Whenever a new opportunity is created in your Close, you'll want to communicate with your team to make sure everyone is on the same page. Sending Heartbeat message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Close - Heartbeat integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.

Activate

1of1

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

Connect more apps to your Close + Heartbeat flow

Sync community member activities with your calendar, notify channels when deals close, and trigger follow-up tasks instantly. Pick a combination and activate it in one click.

Google Calendar (3)

Zoom (3)

Slack (3)

HubSpot (3)

Gmail (3)

Typeform (3)

Create a Google Calendar meeting when a lead is created in Close, and invite the new user in Heartbeat.

Every new Close lead schedules a Google Calendar welcome call and provisions a Heartbeat community user automatically.

When a Heartbeat event is created, update the meeting in Google Calendar and create a task in Close.

Community events automatically update your Google Calendar schedule and log follow-up tasks in Close.

When a Close opportunity is created, schedule a consultation in Google Calendar and add the user to a group in Heartbeat.

New sales opportunities instantly secure a calendar slot and get assigned to the right community group.

Create a Zoom meeting when a lead is created in Close, and invite the user in Heartbeat.

New sales leads instantly receive a Zoom video link and community access through Heartbeat.

When a Zoom meeting registration is received, create a lead in Close and add the user to a group in Heartbeat.

Webinar attendees and meeting registrations flow straight into Close and your Heartbeat community.

When a Close opportunity is updated, schedule a Zoom webinar and send a direct message in Heartbeat.

Deal stage updates automatically trigger client webinars and direct community messages.

Create a lead in Close when a user joins in Heartbeat, and notify your sales team on Slack.

New community members instantly generate Close leads and alert your sales channel in Slack.

When a Close opportunity status changes, update the user in Heartbeat and notify your team on Slack.

Deal progression updates community access permissions and posts an alert in Slack.

Use ChatGPT to summarise every new Close note, create a thread in Heartbeat, and post the brief in Slack.

AI summarises Close notes, publishes community discussion threads, and alerts your team in Slack.

Create a lead in Close when a contact is created in HubSpot, and invite the user in Heartbeat.

HubSpot contacts automatically sync into Close and provision new community access in Heartbeat.

When a Close opportunity is won, create a deal in HubSpot and add the user to a group in Heartbeat.

Won Close deals instantly update your HubSpot records and assign community group access.

When a Close task is completed, update the contact in HubSpot and send a direct message in Heartbeat.

Completed sales tasks trigger HubSpot record updates and direct member messages in Heartbeat.

Create an email in Gmail when a lead is created in Close, and invite the user in Heartbeat.

New Close leads automatically trigger a welcome email in Gmail and a community invitation in Heartbeat.

When an email is received in Gmail, create a lead in Close and create a thread in Heartbeat.

Inbound client emails automatically generate Close leads and community discussion threads.

When a Close opportunity status changes, send a confirmation email in Gmail and update the user in Heartbeat.

Pipeline changes automatically dispatch confirmation emails and update community permissions.

Create a lead in Close when a Typeform response is submitted, and invite the user in Heartbeat.

Typeform submissions instantly create Close leads and provision community access in Heartbeat.

When a Typeform response is submitted, create a task in Close and add the user to a group in Heartbeat.

Form entries automatically schedule follow-up tasks in Close and assign community groups.

Use ChatGPT to analyse every Typeform response, create a lead in Close, and send a direct message in Heartbeat.

AI evaluates form submissions, creates qualified Close leads, and dispatches targeted community messages.

Supported triggers and actions for Close and Heartbeat

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

Export is created in Close

Triggers the automation when a new export occurs

Try it →

Instant

Membership is activated in Close

Triggers the automation when a membership is activated

Try it →

Instant

Email Sequence Subscription created or updated in Close

Triggers the automation when a subscriber is added or updated

Try it →

Lead is created using search query in Close

Triggers the automation when a new lead has been added based on search criteria

Try it →

Instant

Lead is created in Close

Triggers the automation when a new lead is created

Try it →

Instant

Contact is created in Close

Triggers the automation when a new contact is created

Try it →

Instant

Contact is updated in Close

Triggers the automation when a contact is updated

Try it →

Instant

Opportunity status change activity is created in Close

Triggers the automation when the status of any opportunity changes

Try it →

Instant

Opportunity is created in Close

Triggers the automation when any opportunity is updated

Try it →

Instant

Email is created in Close

Triggers the automation when a new email is created

Try it →

Instant

Call record is updated in Close

Triggers the automation when call details are modified

Try it →

Instant

Call record is created in Close

Triggers the automation when a new call record is created

Try it →

Instant

Task is created in lead in Close

Triggers the automation when a new task is created for any lead

Try it →

Instant

SMS is created in Close

Triggers the automation when a SMS is created

Try it →

Instant

Meeting is created in Close

Triggers the automation when a new meeting is scheduled

Try it →

Note is created in Close

Triggers the automation when a new note is created

Try it →

Search contact in Close

Finds and retrieves contact information

Try it →

Update lead in Close

Updates the lead information

Try it →

Search lead in Close

Retrieves information for a particular lead

Try it →

Create lead in Close

Generates new leads for potential customers

Try it →

Update task in Close

Updates the task

Try it →

Create task in Close

Creates a new task

Try it →

Search task in Close

Searches for a task

Try it →

Search opportunity in Close

Searches for a opportunity

Try it →

Update opportunity in Close

Updates the opportunity

Try it →

Create opportunity in Close

Creates a new instance of the support system

Try it →

Create contact in Close

Adds a new contact to the database

Try it →

Update contact in Close

Updates contact information

Try it →

Create note in Close

Creates a new note in the particular format

Try it →

Update note in Close

Updates a note

Try it →

Search note in Close

Searches for a note

Try it →

Create email in Close

Adds a new contact to the contact list

Try it →

Search user in Close

Searches for a user

Try it →

Create SMS in Close

Creates a new sms

Try it →

Create custom activity in Close

Logs a new custom activity

Try it →

Run activity overview report in Close

Runs an activity overview report

Try it →

Delete logged call in Close

Removes a recorded phone conversation

Try it →

Create export in Close

Generates a new data export

Try it →

Run sent email report in Close

Runs a sent email report

Try it →

Subscribe Contact to Email Sequence in Close

Subscribes a contact to an email sequence

Try it →

Search custom activity in Close

Searches for a custom activity

Try it →

Add address to lead in Close

Updates lead information with address details

Try it →

Delete email in Close

Deletes particular emails from inbox

Try it →

Merge two leads in Close

Merges two leads

Try it →

Create bulk email in Close

Sends multiple emails to a list of recipients using a pre-set template

Try it →

Run opportunity report in Close

Runs an opportunity report

Try it →

Create smart view in Close

Creates a new smart view

Try it →

Run status change report in Close

Runs a status change report

Try it →

Toggle Forwarding on Phone Number in Close

Toggles forwarding on a phone number

Try it →

Update custom activity in Close

Updates a particular custom activity with new information

Try it →

Update smart view in Close

Updates smart view

Try it →

Update email sequence subscription in Close

Updates an email sequence subscription

Try it →

Delete email address from contact in Close

Removes an email address from a contact list

Try it →

Create bulk sequence subscription action in Close

Subscribes multiple leads to an email sequence in bulk

Try it →

Search email sequence subscription in Close

Searches for an email sequence subscription

Try it →

Search number of Leads in Query in Close

Searches for the number of leads in a query

Try it →

Search connected account in Close

Searches for linked accounts to streamline account management

Try it →

Get activity by id in Close

Retrieves a activity details by its id

Try it →

Create call in Close

Initiates a call to the recipient

Try it →

Update call in Close

Updates call information

Try it →

Search call in Close

Searches for a call

Try it →

Heartbeat Triggers & Actions

Instant

User is join in Heartbeat

Captures when a user joins a platform

Try it →

Instant

User profile is updated in Heartbeat

Triggers when a user updates their profile

Try it →

Instant

User is completed course in Heartbeat

Detects when a user finishes a course

Try it →

Instant

User is joined group in Heartbeat

Activates when a user joins a group

Try it →

User is created in Heartbeat

Triggers the automation when a new user is created

Try it →

Thread is created in Heartbeat

Triggers the automation when a new thread is created

Try it →

Event is created in Heartbeat

Triggers the automation when a new event is created

Try it →

What can you automate with Close + Heartbeat?

Streamline your customer journey by syncing CRM leads directly into your community platform with powerful automated workflows.

Get Started For Free

⚡

Sync new Close leads to Heartbeat community users

Instantly provision community access in Heartbeat the moment a new lead is created in Close. Eliminate manual account creation and welcome your prospects without delay.

📋

Capture every submitted field across both platforms

Map all available contact details and custom fields from Close directly into your Heartbeat member profiles. Your community data remains rich, detailed, and completely accurate.

🔔

Notify your team as soon as members join

Send instant alerts to your internal channels when a new user joins a Heartbeat group or completes a course. Keep your entire team informed of active engagement.

🔀

Route users based on deal stages and lead status

Perform different actions depending on the specific opportunity status or lead category submitted in Close. Send VIP prospects to exclusive community groups automatically.

🔄

Keep member profiles updated as CRM records change

Automatically update user profiles in Heartbeat whenever lead information or opportunity stages are modified in Close. Keep your community data synchronised in real time.

🔍

Search and update instead of creating duplicates

Check existing records before creating new entries in Close or Heartbeat. Prevent duplicate accounts and maintain a clean, organised database effortlessly.

📅

Handle later status changes and milestone updates

Trigger automated workflows when opportunity statuses close, courses are completed, or member subscriptions renew. Keep your lifecycle processes running smoothly.

💬

Extend your workflow with Slack notifications

Connect Close and Heartbeat while triggering instant team alerts in Slack. Build robust multi-step pipelines that keep every department in the loop.

And much more...

Who is Close + Heartbeat integration for?

Sales and community teams managing high volumes of prospects need seamless alignment between their CRM pipelines and member spaces.

Sales Directors

Account Executives

Customer Success Managers

Community Managers

Sales Operations Specialists

RevOps Leads

📈

Sales Directors

You're tracking pipeline metrics across multiple platforms but your community engagement reports only update when someone manually exports leads, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new lead lands in your workflow instantly and your pipeline stays current.

⚡

Account Executives

You need to act fast when prospects show buying signals, but manual communication delays mean you find out about community interactions too late — automating both apps means every user activity creates an instant task, so you never miss a critical follow-up window.

🤝

Customer Success Managers

You answer to stakeholders who want to see active onboarding progress, but disjointed member tracking makes reporting tedious — connecting these apps means member milestones update your CRM records automatically, keeping external stakeholders fully informed.

📊

Community Managers

The volume of new member signups is too high for anyone to keep up by hand, resulting in delayed welcomes and unsegmented groups — automating both apps means every CRM lead provisions community access instantly, keeping your community organised without manual effort.

🔄

Sales Operations Specialists

You own the handoff from CRM pipeline stages to community onboarding, but manual data transfers lead to dropped contacts and missed handoffs — this integration means every opportunity stage change triggers the exact member setup automatically.

🗂️

RevOps Leads

You need a reliable history of prospect interactions but keep finding gaps between your sales logs and member spaces — connecting these apps means every activity is recorded across platforms, giving you a complete, flawless audit trail.

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 + Heartbeat

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

1,500+ apps connected

Connect Close + Heartbeat 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?

Select Automation

Connect Accounts

That’s it! You just connected Google Sheets to Trello

Automation is ready

Connect Close + Heartbeat Now

In Just 1 Click!

Price Comparison with Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2

ProductHunt

Most upvoted product of the month

▲ 2000+

Connect Close + Heartbeat Now

In Just 1 Click!

Frequently Asked Questions

How do I connect Close to Heartbeat?

You can connect Close to Heartbeat in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation for your exact sales and community workflow.

Can I automatically create a Heartbeat user when a new lead is added in Close?

Can I connect Close, Heartbeat, and Slack?

What is a good Zapier alternative for Close and Heartbeat?

How does Close handle lead data during the integration?

Can Heartbeat trigger actions in Close when users join groups?

Do I need coding skills to automate Close and Heartbeat?

Is the Close and Heartbeat 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 Heartbeat With 1500+ Other Apps

Popular Close Integrations

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

See All
Close Integrations

No popular apps found

Popular Heartbeat Integrations

Sync Heartbeat with event platforms, payment gateways, and communication tools to run your community smoothly.

See All
Heartbeat Integrations

No popular apps found

Close + Heartbeat Integration

Integrate Close to Heartbeat in one click, or tell Integrately AI how you want each lead handled. Qualify prospects, provision community access, alert your team, and track onboarding progress automatically.

Trusted by experts at...

Ready Workflows for Close + Heartbeat Integration

Provision community access, track user signups, update lead statuses, and alert your team, all in just one click.

Send Heartbeat message for new Close contact

Send Heartbeat message for new Close task

Send Heartbeat message for new Close opportunity

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

Connect more apps to your Close + Heartbeat flow

Sync community member activities with your calendar, notify channels when deals close, and trigger follow-up tasks instantly. Pick a combination and activate it in one click.

Supported triggers and actions for Close and Heartbeat

Mix and match to build the exact automation you need

What can you automate with Close + Heartbeat?

Streamline your customer journey by syncing CRM leads directly into your community platform with powerful automated workflows.

Who is Close + Heartbeat integration for?

Sales and community teams managing high volumes of prospects need seamless alignment between their CRM pipelines and member spaces.

Did you know?

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

Why choose Integrately to automate Close + Heartbeat

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

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Close + Heartbeat Integration

Integrate Close to Heartbeat in one click, or tell Integrately AI how you want each lead handled. Qualify prospects, provision community access, alert your team, and track onboarding progress automatically.

Trusted by experts at...

Ready Workflows for Close + Heartbeat Integration

Provision community access, track user signups, update lead statuses, and alert your team, all in just one click.

Send Heartbeat message for new Close contact

Send Heartbeat message for new Close task

Send Heartbeat message for new Close opportunity

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

Connect more apps to your Close + Heartbeat flow

Sync community member activities with your calendar, notify channels when deals close, and trigger follow-up tasks instantly. Pick a combination and activate it in one click.

Supported triggers and actions for Close and Heartbeat

Mix and match to build the exact automation you need

What can you automate with Close + Heartbeat?

Streamline your customer journey by syncing CRM leads directly into your community platform with powerful automated workflows.

Who is Close + Heartbeat integration for?

Sales and community teams managing high volumes of prospects need seamless alignment between their CRM pipelines and member spaces.

Did you know?

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

Why choose Integrately to automate Close + Heartbeat

Build and manage your Close + Heartbeat 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 Heartbeat 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