Close + Mailvio Integration

Integrate Close to Mailvio in one click, or tell Integrately AI how you want each lead handled. Sync contacts, add subscribers, trigger email campaigns, and update your marketing lists 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
  • Mailvio
    Subscriber is created in Mailvio
  • Mailvio
    Campaign is created in Mailvio
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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
  • Mailvio
    Send a transactional email in Mailvio
  • Mailvio
    Add subscriber in Mailvio
  • Mailvio
    Delete subscriber from group in Mailvio
  • Mailvio
    Delete subscriber in Mailvio

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Ready Workflows Ready Workflows for Close + Mailvio Integration

Capture new leads, add subscribers, trigger email campaigns, update contact details, and manage campaigns, all in just one click.

Most popular automationsmost-popular-automations
Mailvio + Close Integration

Create Close contact for new Mailvio 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 Mailvio 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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Mailvio + Close Integration

Create Close opportunity for new Mailvio contact

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

Create Close task for new Mailvio contact

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

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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Close + Mailvio Integration

Create Mailvio contact for new Close contact

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

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

Sync your sales leads and email campaigns with payment platforms, spreadsheets, calendars, and support channels to keep your entire business aligned. Pick a combination and activate it in one click.

Close
Mailvio
+
CalendlyCalendly (3)
+
ShopifyShopify (3)
+
HubSpotHubSpot (3)
+
Google SheetsGoogle Sheets (3)
+
GmailGmail (3)
+
StripeStripe (3)
C
C
M
Add every Calendly booking as a Close lead and Mailvio subscriber, and keep your pipeline updated
Every Calendly booking creates a lead in Close and adds a subscriber in Mailvio instantly, eliminating manual data entry.
C
C
M
When a Calendly meeting is scheduled, update the matching Close lead and send a Mailvio transactional email
Keep your Close records current and trigger Mailvio transactional emails the moment a Calendly booking is confirmed.
C
C
M
Create a Close task for every Calendly invitee, add them in Mailvio, and log the interaction
Organize your follow-ups by creating Close tasks and Mailvio subscribers automatically from new Calendly bookings.

Supported triggers and actions for Close and Mailvio

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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Mailvio
Mailvio Triggers & Actions
Subscriber is created in Mailvio
Triggers the automation when a new subscriber is added
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Campaign is created in Mailvio
Triggers the automation when a new campaign is created
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Send a transactional email in Mailvio
Sends a transactional email
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Add subscriber in Mailvio
Adds a new contact to your subscriber list
Try it →
Delete subscriber from group in Mailvio
Removes a subscriber from a designated group
Try it →
Delete subscriber in Mailvio
Removes a subscriber from a list
Try it →

What can you automate with Close + Mailvio?

Streamline your sales and email marketing operations by connecting Close and Mailvio for automated lead sync and campaign management.

What you can automate?
🔄
Sync Close leads to Mailvio subscribers instantly
Automatically add every new lead created in Close as a subscriber in Mailvio. Keep your marketing lists synchronized with your sales pipeline without manual exporting.
📝
Capture every submitted field and contact detail
Map custom lead fields and contact attributes from Close straight into Mailvio subscriber profiles. Ensure your email campaigns have complete information for personalisation.
🔔
Trigger transactional emails on lead updates
Send automated transactional emails in Mailvio whenever a lead is updated or an opportunity stage changes in Close. Keep prospects informed at every step of their journey.
🔀
Route subscribers based on lead status changes
Apply conditional logic to your automation flow so that specific Close lead status changes route contacts into targeted Mailvio subscriber lists.
🔄
Keep contact records updated across both apps
Automatically update subscriber details in Mailvio whenever contact information or lead statuses are modified in Close. Maintain data accuracy effortlessly.
🚫
Prevent duplicate records during data sync
Search existing records before adding new entries to ensure your Close leads and Mailvio subscribers remain clean, unique, and free of duplicates.
⏱️
Manage status changes and sequence triggers
Trigger Mailvio campaign actions or transactional emails when Close lead sequences update or opportunity statuses reach closed-won.
🔗
Extend your workflow to Google Sheets
Connect your Close and Mailvio automation flow with Google Sheets to log every synced lead record in a master spreadsheet for reporting.
And much more...

Who is Close + Mailvio integration for?

Sales and marketing professionals managing prospect communications across Close and Mailvio need seamless data synchronization to ensure outreach is timely, accurate, and fully aligned.

Sales Operations Managers
Sales Operations Managers
Inside Sales Representatives
Inside Sales Representatives
Account Executives
Account Executives
Marketing Automation Specialists
Marketing Automation Specialists
Customer Success Managers
Customer Success Managers
Business Development Leads
Business Development Leads
📈
Sales Operations Managers
You're tracking campaign metrics and lead progression across multiple platforms but your reporting dashboard only updates when someone manually exports data, so the lead counts you're reviewing are always outdated — this integration means every new lead lands in both Close and Mailvio instantly and your data stays current.
Inside Sales Representatives
You need to act on inbound prospect inquiries immediately, but contact details get trapped in email inboxes before reaching your CRM, leading to delayed outreach — with this integration, every submission creates a lead in Close and a subscriber in Mailvio so you can follow up right away.
📊
Account Executives
You answer to management and clients who want real-time visibility into pipeline growth, but manual record-keeping leaves gaps in your tracking history — this integration means every interaction is logged accurately across Close and Mailvio so progress is always transparent.
🚀
Marketing Automation Specialists
The volume of inbound sign-ups is too high for your team to keep up with by hand, and manual list syncing causes missed nurture sequences — automating both apps means every contact flows straight into Mailvio and Close without manual intervention.
🎯
Customer Success Managers
You own the onboarding stage and depend on sales to hand over accurate account information, but manual handoffs often omit critical customer details — connecting these apps means every lead record and subscriber profile transfers with complete accuracy.
🗂️
Business Development Leads
You need a reliable history of prospect engagement, but mismatched databases keep creating duplicate records and missing activity logs — this integration means your contact history remains consistent across Close and Mailvio.
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 + Mailvio

Build and manage your Close + Mailvio 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 + Mailvio 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
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 Mailvio?
Frequently Asked Questions
You can connect Close to Mailvio in 1 click using ready templates on Integrately or ask Integrately AI to build the automation. It also connects seamlessly with HubSpot, Google Sheets, Gmail, and 1,500+ other apps.
Can I automatically sync Close leads to Mailvio subscribers?
Frequently Asked Questions
Can I connect Close, Mailvio, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Close and Mailvio?
Frequently Asked Questions
How are new Close leads handled in Mailvio?
Frequently Asked Questions
Can Mailvio trigger updates in Close?
Frequently Asked Questions
Do I need coding skills to automate Close and Mailvio?
Frequently Asked Questions
Is the Close and Mailvio integration free?
Frequently Asked Questions
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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 Mailvio With 1500+ Other Apps

Close
Popular Close Integrations
Connect Close with CRMs, calling tools, and scheduling platforms to manage sales pipelines.
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Mailvio
Popular Mailvio Integrations
Sync Mailvio with form builders, e-commerce stores, and analytics tools to expand marketing reach.
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