Close + Iterable Integration

Q: Can I automatically sync Close leads to Iterable user profiles?

Yes, whenever a lead is created in Close, Integrately can automatically create or update the corresponding user profile in Iterable without any manual export steps.

Q: Can I connect Close, Iterable, and HubSpot?

You can connect Close, Iterable, and HubSpot along with Mailchimp, Slack, and 1,500+ other apps to build comprehensive multi-step marketing and sales pipelines.

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

Integrately is a fast, cost-effective alternative to most alternatives, offering 20 million+ templates, AI-assisted workflow building, and 24/5 live chat support.

Q: How does Close handle lead data synchronization here?

Close triggers like lead creation, status changes, and opportunity updates are captured instantly to drive automated actions in Iterable and other connected apps.

Q: How does Iterable receive updates from Close?

Iterable user profiles and tracking events update automatically whenever sales activities, contacts, or opportunities change in Close.

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

No coding skills are required to connect Close and Iterable. You can start with pre-built templates or use Integrately AI to set up your workflow instantly.

Q: Is the Close and Iterable integration free?

You can start the Close and Iterable integration on a free forever plan with access to ready workflows and automated tasks.

Integrate Close to Iterable in one click, or tell Integrately AI how you want each lead handled. Sync contact details, track sales interactions, update user profiles, and trigger targeted marketing campaigns 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

Search contact in Close
Update lead in Close
Search lead in Close
Create lead in Close
Update task in Close
Create task in Close
Search task in Close
Search opportunity in Close
Update opportunity in Close
Create opportunity in Close
Create contact in Close
Update contact in Close
Create note in Close
Update note in Close
Search note in Close
Create email in Close
Search user in Close
Create SMS in Close
Create custom activity in Close
Run activity overview report in Close
Delete logged call in Close
Create export in Close
Run sent email report in Close
Subscribe Contact to Email Sequence in Close
Search custom activity in Close
Add address to lead in Close
Delete email in Close
Merge two leads in Close
Create bulk email in Close
Run opportunity report in Close
Create smart view in Close
Run status change report in Close
Toggle Forwarding on Phone Number in Close
Update custom activity in Close
Update smart view in Close
Update email sequence subscription in Close
Delete email address from contact in Close
Create bulk sequence subscription action in Close
Search email sequence subscription in Close
Search number of Leads in Query in Close
Search connected account in Close
Get activity by id in Close
Create call in Close
Update call in Close
Search call in Close
Create user in Iterable
Update user in Iterable
Track event in Iterable

Trusted by experts at...

Ready Workflows for Close + Iterable Integration

Sync lead data, track sales interactions, update user profiles, trigger marketing campaigns, and align your sales and marketing operations, all in just one click.

Create Iterable contact for new Close contact

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

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

Activate

Update Iterable contact from new Close contact

Close + Iterable Integration

Activate

When Contact is created in Close > Check condition > Create a user in Iterable

Close + Iterable Integration

Activate

When Contact is updated in Close > Check condition > Create a user in Iterable

Close + Iterable Integration

Activate

When Lead is created in Close > Check condition > Create a user in Iterable

Close + Iterable Integration

Activate

1of1

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

Connect more apps to your Close + Iterable flow

Extend your CRM and marketing pipeline with contact sync, team notifications, and automated scheduling. Pick a combination and activate it in one click.

HubSpot (3)

Mailchimp (3)

Calendly (3)

Typeform (3)

Slack (3)

Google Sheets (3)

Add every new Close lead to HubSpot as a contact, and create a corresponding user in Iterable

New Close leads become HubSpot contacts and Iterable users instantly, eliminating manual data entry across your revenue stack.

When a Close lead status changes, update the HubSpot contact and track the event in Iterable

Lead stage updates in Close automatically sync to HubSpot and trigger engagement tracking in Iterable.

Create a HubSpot task when an opportunity is created in Close, and update the user profile in Iterable

New sales opportunities in Close instantly generate follow-up tasks in HubSpot and update user segmentation in Iterable.

Add every new Close contact to Mailchimp, and create a user profile in Iterable

Close contacts sync directly to Mailchimp lists and Iterable profiles to unify email marketing campaigns.

When a Close lead is updated, update the Mailchimp subscriber and track the event in Iterable

Contact updates in Close keep Mailchimp subscriber details current and log engagement events in Iterable.

Log a new email in Close, add the subscriber in Mailchimp, and track the interaction in Iterable

Email communications logged in Close automatically update Mailchimp lists and trigger Iterable tracking events.

Create a Close lead when a Calendly meeting is scheduled, and create a user profile in Iterable

Booked Calendly meetings instantly create Close leads and initialize user profiles in Iterable for onboarding.

When a meeting is logged in Close, record the activity in Calendly and track the event in Iterable

Meeting records in Close update Calendly tracking and log engagement events in Iterable.

Update a Close lead when a Calendly meeting status updates, and track the event in Iterable

Meeting status changes in Calendly update Close lead records and trigger marketing events in Iterable.

Create a Close lead from form submissions, and create a corresponding user in Iterable

Typeform responses instantly create Close leads and provision Iterable user profiles for nurturing.

When a Close contact is updated, fetch Typeform submission details and track the event in Iterable

Contact revisions in Close sync with Typeform submission data and log tracking events in Iterable.

Create a note in Close from Typeform responses, and update the user profile in Iterable

Form feedback captured in Typeform is saved as a Close note and updates user properties in Iterable.

Notify your sales channel in Slack when a Close lead is created, and create a user in Iterable

New Close leads trigger instant Slack notifications for sales reps while creating user profiles in Iterable.

When an opportunity status changes in Close, post an update in Slack and track the event in Iterable

Pipeline stage updates in Close announce wins in Slack and log milestones in Iterable.

Alert your support team in Slack when a task is created in Close, and update the user in Iterable

Task creation in Close triggers instant Slack alerts and updates user engagement attributes in Iterable.

Log every new Close lead in Google Sheets, and create a corresponding user in Iterable

Close leads are automatically recorded in Google Sheets and synchronized as user profiles in Iterable.

When a contact is updated in Close, update the matching Google Sheets row and track the event in Iterable

Contact revisions in Close update Google Sheets tracking rows and log engagement events in Iterable.

Record every new call in Close as a Google Sheets row, and update the user profile in Iterable

Sales call records in Close append to Google Sheets logs and update user engagement metrics in Iterable.

Supported triggers and actions for Close and Iterable

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 →

Iterable Triggers & Actions

Create user in Iterable

Creates a new user account

Try it →

Update user in Iterable

Updates user information

Try it →

Track event in Iterable

Record and monitor the progress of an event

Try it →

What can you automate with Close + Iterable?

Streamline your sales and marketing operations by connecting Close triggers directly to Iterable actions and multi-step workflows.

Get Started For Free

🔄

Sync every new lead instantly

Create or update user profiles in Iterable the moment a new lead is created in Close. Eliminate manual CSV exports and keep your marketing lists continuously updated.

📋

Capture every submitted contact detail

Map all available lead fields and custom activities from Close into Iterable user properties instead of just basic names and emails, ensuring deeper audience segmentation.

🔔

Alert your team the moment deals move

Trigger instant team notifications in Slack or HubSpot whenever an opportunity status change activity is updated in Close, keeping revenue teams aligned.

🔀

Route records based on custom fields

Execute different marketing journeys in Iterable depending on specific lead statuses, custom activities, or opportunity values submitted in Close.

🔄

Keep user profiles up to date

Automatically update user attributes in Iterable whenever contact details, phone numbers, or lead statuses are modified in Close.

🪞

Add or update without creating duplicates

Search existing records before creation to ensure customer profiles and leads are cleanly updated rather than duplicated across both platforms.

📅

Handle later pipeline status changes

Trigger specialized re-engagement campaigns in Iterable when opportunities are marked closed-lost or customer memberships are activated in Close.

⚡

Extend your workflow to Google Sheets

Automatically append new lead records to Google Sheets while simultaneously updating Iterable user profiles and alerting your team.

And much more...

Who is Close + Iterable integration for?

Sales and marketing teams rely on seamless data synchronization between Close and Iterable to align pipelines, eliminate manual entry, and trigger targeted campaigns without delays.

Revenue operations managers

Growth marketing specialists

Agency account managers

Inside sales directors

Lifecycle marketing coordinators

CRM data administrators

📈

Revenue operations managers

You report on pipeline metrics and make strategic decisions from your CRM, but your marketing lists only update when someone manually exports records, so the row counts you review are always outdated — with this integration, every new lead lands in Iterable instantly and your data stays current.

⚡

Growth marketing specialists

You need to launch targeted lifecycle campaigns immediately after prospects enter the pipeline, but communication delays between sales notes and marketing platforms cause engagement drop-offs — automating both apps means every contact and lead status change updates user profiles instantly for timely follow-ups.

🤝

Agency account managers

You answer to clients who expect real-time progress reports on pipeline growth and campaign performance, but gathering metrics across separate tools takes hours of manual reconciliation — connecting these apps means all lead activities sync automatically into unified dashboards without manual reporting friction.

📊

Inside sales directors

Your team handles high inbound lead volumes that outpace manual data entry capacity, leading to missed follow-ups and unassigned inquiries — this integration means every inbound lead creates contacts and triggers marketing workflows instantly so sales reps never miss an opportunity.

🎯

Lifecycle marketing coordinators

You own customer onboarding sequences and depend on sales reps to hand over closed deals, but manual handover steps cause communication gaps and delayed campaign triggers — automating both apps means won opportunities immediately trigger tailored customer journeys in Iterable.

🛡️

CRM data administrators

You need a reliable audit trail of customer interactions and constantly find missing gaps between sales communications and marketing records — integrating these apps means every call, email, and note syncs reliably across your entire customer lifecycle.

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 + Iterable

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

1,500+ apps connected

Connect Close + Iterable 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 + Iterable 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 + Iterable Now

In Just 1 Click!

Frequently Asked Questions

How do I connect Close to Iterable?

You can connect Close to Iterable in 1-click using ready workflows on Integrately, or ask Integrately AI to build the automation for your exact sales and marketing process.

Can I automatically sync Close leads to Iterable user profiles?

Can I connect Close, Iterable, and HubSpot?

What is a good Zapier alternative for Close and Iterable?

How does Close handle lead data synchronization here?

How does Iterable receive updates from Close?

Do I need coding skills to automate Close and Iterable?

Is the Close and Iterable 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 Iterable With 1500+ Other Apps

Popular Close Integrations

Connect Close with CRMs, communication tools, and analytics platforms to manage sales pipelines effectively.

See All
Close Integrations

No popular apps found

Popular Iterable Integrations

Sync Iterable with marketing automation, e-commerce, and messaging tools to deliver personalized customer experiences.

See All
Iterable Integrations

No popular apps found

Close + Iterable Integration

Integrate Close to Iterable in one click, or tell Integrately AI how you want each lead handled. Sync contact details, track sales interactions, update user profiles, and trigger targeted marketing campaigns automatically.

Trusted by experts at...

Ready Workflows for Close + Iterable Integration

Sync lead data, track sales interactions, update user profiles, trigger marketing campaigns, and align your sales and marketing operations, all in just one click.

Create Iterable contact for new Close contact

Update Iterable contact from new Close contact

When Contact is created in Close > Check condition > Create a user in Iterable

When Contact is updated in Close > Check condition > Create a user in Iterable

When Lead is created in Close > Check condition > Create a user in Iterable

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

Connect more apps to your Close + Iterable flow

Extend your CRM and marketing pipeline with contact sync, team notifications, and automated scheduling. Pick a combination and activate it in one click.

Supported triggers and actions for Close and Iterable

Mix and match to build the exact automation you need

What can you automate with Close + Iterable?

Streamline your sales and marketing operations by connecting Close triggers directly to Iterable actions and multi-step workflows.

Who is Close + Iterable integration for?

Sales and marketing teams rely on seamless data synchronization between Close and Iterable to align pipelines, eliminate manual entry, and trigger targeted campaigns without delays.

Did you know?

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

Why choose Integrately to automate Close + Iterable

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

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Close + Iterable Integration

Integrate Close to Iterable in one click, or tell Integrately AI how you want each lead handled. Sync contact details, track sales interactions, update user profiles, and trigger targeted marketing campaigns automatically.

Trusted by experts at...

Ready Workflows for Close + Iterable Integration

Sync lead data, track sales interactions, update user profiles, trigger marketing campaigns, and align your sales and marketing operations, all in just one click.

Create Iterable contact for new Close contact

Update Iterable contact from new Close contact

When Contact is created in Close > Check condition > Create a user in Iterable

When Contact is updated in Close > Check condition > Create a user in Iterable

When Lead is created in Close > Check condition > Create a user in Iterable

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

Connect more apps to your Close + Iterable flow

Extend your CRM and marketing pipeline with contact sync, team notifications, and automated scheduling. Pick a combination and activate it in one click.

Supported triggers and actions for Close and Iterable

Mix and match to build the exact automation you need

What can you automate with Close + Iterable?

Streamline your sales and marketing operations by connecting Close triggers directly to Iterable actions and multi-step workflows.

Who is Close + Iterable integration for?

Sales and marketing teams rely on seamless data synchronization between Close and Iterable to align pipelines, eliminate manual entry, and trigger targeted campaigns without delays.

Did you know?

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

Why choose Integrately to automate Close + Iterable

Build and manage your Close + Iterable 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 Iterable 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