Close + Instabot: Chatbot Platform Integration

Integrate Close to Instabot: Chatbot Platform in one click, or tell Integrately AI how you want each lead handled. Capture website visitors, turn chats into qualified leads, create leads in your CRM, and trigger instant follow-ups automatically.

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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
  • Instabot: Chatbot Platform
    User is created in Instabot: Chatbot Platform
  • Instabot: Chatbot Platform
    Goal is completed in Instabot: Chatbot Platform
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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

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Ready Workflows Ready Workflows for Close + Instabot: Chatbot Platform Integration

Capture website visitors, turn chats into qualified leads, update your CRM records, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Instabot: Chatbot Platform + Close Integration

Create Close opportunity for new Instabot: Chatbot Platform contact

This automation makes it easy to create new opportunitys in Close when a new contact is created in Instabot: Chatbot Platform. Just connect your accounts, and every time a new contact is created in Instabot: Chatbot Platform, a new opportunity will automatically be created in Close.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Instabot: Chatbot Platform + Close Integration

Create Close task for new Instabot: Chatbot Platform contact

Close and Instabot: Chatbot Platform are two powerful cloud-based tools that can be used to improve business productivity. Using this Close - Instabot: Chatbot Platform integration, you can automatically create task in Close whenever a new contact is created in Instabot: Chatbot Platform.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Instabot: Chatbot Platform + Close Integration

Create Close contact for new Instabot: Chatbot Platform contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Close contact and Instabot: Chatbot Platform contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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  • 1of1
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 + Instabot: Chatbot Platform flow

Push qualified chatbot leads into your CRM, schedule calls, notify your sales team, and send email campaigns. Pick a combination and activate it in one click.

Close
Instabot: Chatbot Platform
+
HubspotHubspot (4)
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PipedrivePipedrive (3)
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CalendlyCalendly (2)
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GmailGmail (3)
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SlackSlack (3)
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MailchimpMailchimp (3)
I
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When a new user is created in Instabot: Chatbot Platform, create a lead in Close, and create a contact in HubSpot.
New chatbot users appear in Close as leads instantly and sync to HubSpot as contacts, eliminating manual data entry.
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When a goal is completed in Instabot: Chatbot Platform, create an opportunity in Close, and create a deal in HubSpot.
Completed chat goals automatically generate opportunities in Close and deals in HubSpot for your sales pipeline.
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When a user is created in Instabot: Chatbot Platform, update the lead in Close, and update the company in HubSpot.
Keep existing lead records updated in Close and company details refreshed in HubSpot when chat data changes.
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Use Claude to summarise every user created in Instabot: Chatbot Platform, create a lead in Close, and create a note in HubSpot.
Claude generates smart summaries of new chat users before creating a lead in Close and adding notes in HubSpot.

Supported triggers and actions for Close and Instabot: Chatbot Platform

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
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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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Instabot: Chatbot Platform
Instabot: Chatbot Platform Triggers & Actions
User is created in Instabot: Chatbot Platform
Triggers the automation when a new user is created
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Goal is completed in Instabot: Chatbot Platform
Triggers the automation when a goal is accomplished
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No action is available

What can you automate with Close + Instabot: Chatbot Platform?

Streamline your entire lead capture and CRM workflow with ready-made automation sequences.

What you can automate?
🚀
Capture chat visitors as CRM leads automatically
Turn website chatbot interactions into active leads in Close the moment a visitor engages. Eliminate manual data entry and speed up your initial sales response.
📋
Record every submitted chat field in your CRM
Map all custom questions, qualifying answers, and contact details gathered by your chatbot into corresponding CRM fields instead of losing valuable context.
🔔
Alert your sales team the second a lead arrives
Send instant notifications to your team messaging channels or email inboxes as soon as a high-value visitor completes a chat interaction.
🔀
Route leads based on submitted chat answers
Direct enterprise prospects to senior reps and standard inquiries to general queues based on the specific criteria they select in the chatbot.
🔄
Keep CRM records updated as chat details change
Automatically refresh existing contact information and lead statuses in your CRM whenever a returning visitor interacts with your chatbot.
🔍
Prevent duplicate records with intelligent matching
Search existing database entries before creating new records, ensuring returning website visitors update existing profiles instead of spawning duplicates.
🎯
Track goal completions as sales opportunities
Convert completed chatbot conversion goals into active pipeline opportunities and deals the moment a prospect hits a milestone.
🔗
Extend your chat workflow to messaging and email tools
Connect your core chatbot and CRM flow with communication apps to dispatch automated welcome sequences and team alerts effortlessly.
And much more...

Who is Close + Instabot: Chatbot Platform integration for?

Connecting Close and Instabot: Chatbot Platform eliminates manual data entry between your website chat and CRM, ensuring sales teams never miss a qualified lead.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Sales managers
Sales managers
Inside sales teams
Inside sales teams
Account executives
Account executives
Operations leads
Operations leads
📈
Performance marketers
You're running campaigns across multiple landing pages but your pipeline reporting only updates when someone manually exports chat data, so the conversion counts you're reviewing are always a few hours behind — with this integration, every new chat lead lands in your CRM instantly and your tracking stays current.
Sales development reps
You need to follow up with inbound website visitors while they're still browsing, but manual lead entry means you find out about chats hours later — with this integration, every new visitor creates a lead instantly and your outreach happens while intent is highest.
📊
Sales managers
You report on pipeline generation and need accurate records for leadership reviews, but missed chat handoffs leave gaps in your CRM history — with this integration, every chatbot conversion creates an opportunity immediately and your pipeline numbers remain reliable.
📞
Inside sales teams
The volume of inbound chat traffic is too high for anyone to keep up by hand, leading to unassigned prospects and delayed callbacks — with this integration, leads flow straight into your CRM without manual copying and your team works through a clean queue.
🤝
Account executives
You own the closing conversation and depend on inbound channels to hand over prospect details without missing context — with this integration, every chat transcript and contact detail arrives formatted in your CRM and your handoffs become seamless.
🗂️
Operations leads
You need a reliable audit trail of website interactions, but fragmented tools keep creating inconsistent lead records across systems — with this integration, every chat user and goal completion syncs cleanly and your database stays structured.
Our team

Ready Workflows 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 + Instabot: Chatbot Platform

Build and manage your Close + Instabot: Chatbot Platform 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 + Instabot: Chatbot Platform 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.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Close to Instabot: Chatbot Platform?
Frequently Asked Questions
You can connect Close to Instabot: Chatbot Platform in 1 click using ready templates or ask Integrately AI to build your workflow. With 42,000+ active users and 1,500+ integrations, it takes minutes to start automating your chat leads.
Can I automatically create a lead in Close when a user is created in Instabot: Chatbot Platform?
Frequently Asked Questions
Can I connect Close, Instabot: Chatbot Platform, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Close and Instabot: Chatbot Platform?
Frequently Asked Questions
How are lead details handled when transferring from Instabot: Chatbot Platform to Close?
Frequently Asked Questions
Can I track goal completions from Instabot: Chatbot Platform in Close?
Frequently Asked Questions
Do I need coding skills to automate Close and Instabot: Chatbot Platform?
Frequently Asked Questions
Is the Close and Instabot: Chatbot Platform integration free?
Frequently Asked Questions
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You Can Also Connect Close or Instabot: Chatbot Platform With 1500+ Other Apps

Close
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Instabot: Chatbot Platform
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