Close + Mailshake Integration

Integrate Close to Mailshake in one click, or tell Integrately AI how you want each lead handled. Create leads, update contact details, trigger outreach campaigns, and sync status updates automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Close
    Opportunity status change activity is updated in Close Instant
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change activity is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
  • Mailshake
    Reply is recieved in Mailshake
  • Mailshake
    Link is clicked in Mailshake
  • Mailshake
    Message is sent in Mailshake
  • Mailshake
    Mail is opened in Mailshake
  • Mailshake
    Lead status is updated in Mailshake
  • Mailshake
    Lead is created for campaign in Mailshake
  • Mailshake
    Lead is created in Mailshake
  • Mailshake
    Campaign is created in Mailshake
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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
  • Mailshake
    Add recipient by email addresses in Mailshake
  • Mailshake
    Add recipient by csv in Mailshake
  • Mailshake
    Unsubscribe recipients in Mailshake
  • Mailshake
    Pause recipient in Mailshake
  • Mailshake
    Unpause recipient in Mailshake
  • Mailshake
    Create lead in Mailshake
  • Mailshake
    Update lead status in Mailshake
  • Mailshake
    Unpause campaign in Mailshake
  • Mailshake
    Pause campaign in Mailshake

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Ready Workflows Ready Workflows for Close + Mailshake Integration

Capture leads, create recipients, sync status updates, and trigger campaigns, all in just one click.

Most popular automationsmost-popular-automations
Mailshake + Close Integration

Create Close opportunity for new Mailshake recipient

This automation makes it easy to create new opportunitys in Close when a new recipient is created in Mailshake. Just connect your accounts, and every time a new recipient is created in Mailshake, 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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Mailshake + Close Integration

Create Close task for new Mailshake recipient

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

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!
See more
Mailshake + Close Integration

Create Close contact for new Mailshake recipient

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 Mailshake recipient 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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Close + Mailshake Integration

Create Mailshake recipient for new Close contact

If you're using Close to manage your sales leads, it's important to also use Mailshake 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 recipient will automatically be created in Mailshake.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
  • 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 + Mailshake flow

Connect your CRM and outreach tools with customer support, communication, and spreadsheet platforms to keep your entire revenue stack aligned. Pick a combination and activate it in one click.

Close
Mailshake
+
GmailGmail (4)
+
CalendlyCalendly (4)
+
SlackSlack (4)
+
HubSpotHubSpot (4)
+
ZoomZoom (4)
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AirtableAirtable (4)
C
M
G
Create a Mailshake lead when a new lead is created in Close, and send a confirmation email in Gmail.
New Close leads instantly become Mailshake recipients while Gmail sends a confirmation message, eliminating manual handoffs between teams.
C
M
G
When a lead status changes in Close, update the lead in Mailshake and email the team via Gmail.
Keep Mailshake records updated and notify stakeholders via Gmail whenever a Close lead status changes.
C
M
G
Use Claude to evaluate Close leads, add qualified leads to Mailshake, and send an email brief via Gmail.
Claude reviews new Close leads before Mailshake campaigns start, emailing a summary through Gmail.
M
C
G
When a reply is received in Mailshake, update the lead in Close and email the account manager in Gmail.
Inbound Mailshake replies update Close records and alert account managers via Gmail instantly.

Supported triggers and actions for Close and Mailshake

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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Mailshake
Mailshake Triggers & Actions
Reply is recieved in Mailshake
Triggers the automation when a reply is received
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Link is clicked in Mailshake
Triggers the automation when a link in the email is clicked
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Message is sent in Mailshake
Triggers the automation when a new message is sent
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Mail is opened in Mailshake
Triggers the automation when an email is opened
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Lead status is updated in Mailshake
Triggers the automation when the status of a lead changes
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Lead is created for campaign in Mailshake
Triggers the automation when a lead is created for a campaign
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Lead is created in Mailshake
Triggers the automation when a new lead is created
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Campaign is created in Mailshake
Triggers the automation when a new campaign is created
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Add recipient by email addresses in Mailshake
Adds recipients to a mailing list by their email addresses
Try it β†’
Add recipient by csv in Mailshake
Import multiple recipients from a csv file
Try it β†’
Unsubscribe recipients in Mailshake
Removes recipients from the mailing list
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Pause recipient in Mailshake
Pauses a recipient
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Unpause recipient in Mailshake
Unpauses a recipient
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Create lead in Mailshake
Generates new leads for potential customers
Try it β†’
Update lead status in Mailshake
Updates the status of a lead based on particular criteria
Try it β†’
Unpause campaign in Mailshake
Unpauses a campaign
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Pause campaign in Mailshake
Pauses a campaign
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What can you automate with Close + Mailshake?

Streamline your outbound sales workflow by connecting CRM lead creation directly to automated email outreach campaigns.

What you can automate?
⚑
Sync new leads instantly
Automatically create a recipient in Mailshake the moment a new lead is created in Close. Eliminate manual CSV exports and ensure instant prospect outreach.
πŸ“‹
Capture every custom field
Map all available Close lead attributes directly into Mailshake custom fields. Keep your outreach personalized with complete prospect context.
πŸ””
Alert your sales reps
Notify team channels or specific reps immediately when high-value prospects reply or click links in your Mailshake campaigns.
πŸ”€
Route campaigns by status
Enroll prospects into specific Mailshake sequences depending on lead status changes or custom tags updated in Close.
πŸ”„
Keep records up to date
Automatically update lead statuses and contact details in Close whenever recipients engage or unsubscribe in Mailshake.
πŸ›‘οΈ
Prevent duplicate records
Search existing records before creating new entries to ensure your Close CRM and Mailshake campaigns remain clean and organized.
⏸️
Manage sequence pauses
Automatically pause Mailshake recipients when deal opportunities are won or lost in Close to avoid sending irrelevant emails.
πŸ’¬
Extend flows to Slack
Connect your core sales pair with Slack to broadcast important campaign replies and milestone updates to your revenue team.
And much more...

Who is Close + Mailshake integration for?

Sales leaders and revenue teams eliminate manual handoffs between CRM pipelines and outreach campaigns to accelerate deal velocity.

Sales operations managers
Sales operations managers
Inside sales representatives
Inside sales representatives
Agency account directors
Agency account directors
High-volume lead generation teams
High-volume lead generation teams
SDR team leads
SDR team leads
Revenue data analysts
Revenue data analysts
πŸ“ˆ
Sales operations managers
You're reviewing pipeline reports in Close but your outreach metrics in Mailshake never match up because campaign data is exported manually every week, so the conversion rates you present to leadership are always outdated β€” with this integration, every campaign milestone syncs instantly and your pipeline data stays accurate.
⚑
Inside sales representatives
You need to follow up with inbound prospects the moment they express interest, but leads sit untouched in your CRM while you manually copy emails into Mailshake, so potential deals go cold before outreach even begins β€” automating both apps means every new lead is enrolled in sequences immediately.
🀝
Agency account directors
You answer to clients who want real-time visibility into outreach progress, but compiling status reports requires cross-referencing Close notes with Mailshake replies by hand, so client updates take hours to prepare β€” connecting these apps means campaign performance flows straight into your client records without manual effort.
πŸš€
High-volume lead generation teams
The volume of inbound prospects coming into Close is too high for anyone to keep up with by hand, leading to missed campaign enrollments and lost revenue opportunities β€” this integration means every single prospect is captured, categorized, and added to outreach sequences without human bottlenecks.
πŸ”—
SDR team leads
You own the initial outreach phase and depend on upstream marketing lead creation in Close to start prospecting, but delays in handoffs stall your daily activity targets β€” automating both apps means your outreach queue populates automatically the second a qualified lead is logged.
πŸ“‹
Revenue data analysts
You need a reliable history of prospect engagement to forecast quarterly performance, but fragmented records between Close and Mailshake leave frustrating gaps in attribution history β€” connecting these apps means every touchpoint, reply, and status change is logged cleanly.
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 + Mailshake

Build and manage your Close + Mailshake 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 + Mailshake 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 β€” 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Close to Mailshake?
Frequently Asked Questions
You can connect Close to Mailshake in just 1 click using ready workflows on Integrately. With 42,000+ active users, you can also connect tools like Gmail, Slack, and HubSpot, or ask Integrately AI to build custom automations for your sales stack.
Can I automatically add new Close leads into Mailshake campaigns?
Frequently Asked Questions
Can I connect Close, Mailshake, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and Mailshake?
Frequently Asked Questions
How does Close handle lead updates in this integration?
Frequently Asked Questions
Can Mailshake campaign replies update my Close CRM records?
Frequently Asked Questions
Do I need coding skills to automate Close and Mailshake?
Frequently Asked Questions
Is the Close and Mailshake integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries β€” 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 Mailshake With 1500+ Other Apps

Close
Popular Close Integrations
Connect Close with CRMs, scheduling tools, and analytics platforms to manage prospect pipelines and track sales performance.
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Close Integrations arrow right
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Mailshake
Popular Mailshake Integrations
Sync Mailshake with email providers, form builders, and notification tools to streamline your cold outreach and follow-up campaigns.
See All
Mailshake Integrations arrow right
No popular apps found