Close + Myphoner Integration

Integrate Close to Myphoner in one click, or tell Integrately AI how you want each lead handled. Qualify leads, create records in Myphoner, sync updates, and trigger 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
  • Myphoner
    Lead is archived in Myphoner Instant
  • Myphoner
    Lead is marked for call back in Myphoner Instant
  • Myphoner
    Lead is lost in Myphoner Instant
  • Myphoner
    Lead is won in Myphoner Instant
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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
  • Myphoner
    Create lead in Myphoner
  • Myphoner
    Mark lead as won in Myphoner
  • Myphoner
    Mark lead as lost in Myphoner
  • Myphoner
    Search lead by email in Myphoner
  • Myphoner
    Mark lead for call back in Myphoner
  • Myphoner
    Search for lead in Myphoner

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Ready Workflows Ready Workflows for Close + Myphoner Integration

Capture leads, create Myphoner entries, update lead statuses, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Close + Myphoner Integration

Create Myphoner lead for new Close contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Close - Myphoner integration, anytime a new Close contact is created, an Myphoner lead should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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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 + Myphoner flow

Sync your sales data with team messaging, calendars, and email campaigns once your core pair workflow runs. Pick a combination and activate it in one click.

Close
Myphoner
+
GmailGmail (4)
+
CalendlyCalendly (4)
+
SlackSlack (4)
+
MailchimpMailchimp (4)
+
Google SheetsGoogle Sheets (4)
+
ZoomZoom (4)
C
M
G
Create a Myphoner lead when a new lead is created in Close, and send a welcome email in Gmail
New Close leads instantly generate a Myphoner lead and trigger a welcome email in Gmail, keeping your sales outreach fast and coordinated.
M
C
G
When a lead is won in Myphoner, update the lead in Close and send a confirmation email in Gmail
Won Myphoner leads update your Close CRM records automatically while Gmail sends a confirmation notice to your team.
C
M
G
If a Close lead is updated, create a lead in Myphoner and send a follow-up email in Gmail
Updated Close leads trigger Myphoner lead creation and dispatch a targeted follow-up email in Gmail automatically.
M
C
G
When a lead is marked for call back in Myphoner, update the task in Close and notify via Gmail
Call-back requests in Myphoner update your Close tasks and trigger a notification email in Gmail.

Supported triggers and actions for Close and Myphoner

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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Myphoner
Myphoner Triggers & Actions
Instant
Lead is archived in Myphoner
Triggers the automation when a lead is archived for future references
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Instant
Lead is marked for call back in Myphoner
Triggers the automation when a lead is marked for call back
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Instant
Lead is lost in Myphoner
Triggers the automation when lead is marked as lost
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Instant
Lead is won in Myphoner
Triggers the automation when a lead is marked as won
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Create lead in Myphoner
Generates new leads for potential customers
Try it →
Mark lead as won in Myphoner
Marks a lead as won
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Mark lead as lost in Myphoner
Marks a lead as lost
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Search lead by email in Myphoner
Retrieves information for a particular lead using their email
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Mark lead for call back in Myphoner
Set a reminder to call back a lead at a later time
Try it →
Search for lead in Myphoner
Searches for a lead
Try it →

What can you automate with Close + Myphoner?

Connect Close and Myphoner to streamline your prospecting workflow, synchronise lead statuses, and eliminate manual data entry.

What you can automate?
🔄
Sync new leads instantly between platforms
Automatically create a lead in Myphoner the moment a new lead is created in Close. Eliminate manual copying and start calling your prospects without delay.
📋
Capture every submitted lead detail
Map all custom fields, contact numbers, and email addresses between Close and Myphoner so your agents have complete context on every call.
🔔
Alert your team the moment a lead is won
Trigger instant notifications and status updates across your team apps whenever a lead is marked as won in Myphoner.
🔀
Route leads based on status changes
Execute different follow-up actions depending on whether a lead is marked for call back, won, or lost in your calling queue.
🔄
Keep CRM records up to date automatically
Reflect calling outcomes and lead updates in Close without requiring manual data entry after every cold call.
🛡️
Prevent duplicate records across tools
Search existing records before creating new entries, ensuring your Close CRM and Myphoner lists remain clean and organized.
⏱️
Manage call-back schedules efficiently
Automatically update tasks and follow-up schedules in Close when a lead is marked for call back in Myphoner.
🔌
Extend your workflow with Slack
Connect your Close and Myphoner automation to Slack so your sales channel receives instant updates on every closed deal.
And much more...

Who is Close + Myphoner integration for?

Sales teams, operations managers, and business leaders use this integration to eliminate manual data entry, streamline lead handoffs, and keep calling workflows accurate.

Sales operations managers
Sales operations managers
Inside sales reps
Inside sales reps
Sales team leads
Sales team leads
Outbound sales agencies
Outbound sales agencies
Account executives
Account executives
Business development reps
Business development reps
📈
Sales operations managers
You're overseeing lead flow between your CRM and calling tools but your tracking sheet only updates when someone manually exports leads, so the lead counts you're optimising against are always a few hours behind — with this integration, every new lead lands in the system instantly and your data stays current.
Inside sales reps
You need to act fast on new prospects as they enter the pipeline, and you find out too late when leads sit waiting in unmanaged queues — automating both apps means every contact is ready to call immediately and your response times improve.
🤝
Sales team leads
You answer to management or stakeholders who want to see live progress on daily outreach, but manual handoffs leave gaps in reporting — this integration means your pipeline data reflects actual calling activity in real time.
📊
Outbound sales agencies
The lead volume is too high for anyone to keep up by hand across multiple separate platforms, causing missed follow-ups and duplicated records — automating both apps means your workflow runs smoothly without manual copy-pasting.
🎯
Account executives
You own the closing step and depend on someone upstream to hand over qualified leads, but delays stall your pipeline — this integration means qualified prospects appear in your calling queue the moment they are created.
📋
Business development reps
You need a reliable history of prospect interactions and keep finding gaps in your activity logs between CRM and dialer tools — with this integration, every lead status change and win is recorded accurately across your stack.
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 + Myphoner

Build and manage your Close + Myphoner 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 + Myphoner 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
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Automation is ready
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Frequently Asked Questions

How do I connect Close to Myphoner?
Frequently Asked Questions
You can connect Close to Myphoner in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation. It also connects with apps like Gmail, Slack, and Google Sheets.
Can I automatically create Myphoner leads from new Close records?
Frequently Asked Questions
Can I connect Close, Myphoner, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and Myphoner?
Frequently Asked Questions
How do lead updates handle data sync between Close and Myphoner?
Frequently Asked Questions
Can won leads in Myphoner update my Close CRM records?
Frequently Asked Questions
Do I need coding skills to automate Close and Myphoner?
Frequently Asked Questions
Is the Close and Myphoner integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Close or Myphoner With 1500+ Other Apps

Close
Popular Close Integrations
Connect Close to CRMs, email tools, and analytics platforms to manage and follow up on your sales pipeline.
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Myphoner
Popular Myphoner Integrations
Sync Myphoner with calling tools, productivity software, and support systems to keep your agent workflow running.
See All
Myphoner Integrations arrow right
No popular apps found