Close + Outreach Integration

Integrate Close to Outreach in one click, or tell Integrately AI how you want each lead handled. Create prospects, enrol them in sequences, update your CRM records, and track pipeline 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
  • Outreach
    Prospect is added in Outreach Instant
  • Outreach
    Prospect is updated in Outreach Instant
  • Outreach
    Call is created in Outreach Instant
  • Outreach
    Task is added in Outreach Instant
  • Outreach
    Opportunity is added in Outreach Instant
  • Outreach
    Account is added in Outreach 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
  • Outreach
    Add prospect to sequence in Outreach
  • Outreach
    Add prospect in Outreach
  • Outreach
    Update prospect in Outreach
  • Outreach
    Get prospect by Id in Outreach
  • Outreach
    Add account in Outreach
  • Outreach
    Add opportunity in Outreach
  • Outreach
    Get opportunity by Id in Outreach
  • Outreach
    Search opportunity by name in Outreach
  • Outreach
    Add task in Outreach
  • Outreach
    Search sequence in Outreach
  • Outreach
    Search prospect by email in Outreach

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Ready Workflows Ready Workflows for Close + Outreach Integration

Capture leads, enrol prospects, update your pipeline, alert your team, and track every interaction, all in just one click.

Most popular automationsmost-popular-automations
Close + Outreach Integration

Create Outreach contact for new Close contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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  • 1of2
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 + Outreach flow

Sync lead data across your CRM, schedule meetings, notify your team, and log communications in one unified workflow. Pick a combination and activate it in one click.

Close
Outreach
+
HubspotHubspot (3)
+
SalesforceSalesforce (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
ZoomZoom (3)
H
C
O
Add every new HubSpot contact to Close as a lead and create a prospect in Outreach
New HubSpot contacts appear in Close as a lead and get added to Outreach as a prospect instantly, eliminating manual copy-pasting.
C
H
O
When a Close lead status changes, update the HubSpot contact and update the Outreach prospect
Lead status updates in Close sync to HubSpot and Outreach automatically, keeping your entire revenue team aligned.
H
C
O
Use Claude to qualify new HubSpot contacts before creating a Close lead and adding an Outreach prospect
Claude evaluates every new HubSpot contact against your criteria before adding them to Close and Outreach.

Supported triggers and actions for Close and Outreach

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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Outreach
Outreach Triggers & Actions
Instant
Prospect is added in Outreach
Triggers the automation when a new prospect is added
Try it →
Instant
Prospect is updated in Outreach
Triggers the automation when a prospect is updated
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Instant
Call is created in Outreach
Try it →
Instant
Task is added in Outreach
Triggers the automation when a new task is added
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Instant
Opportunity is added in Outreach
Triggers the automation when a new opportunity is created
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Instant
Account is added in Outreach
Triggers the automation when a new account is added
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Add prospect to sequence in Outreach
Adds a potential client to a predefined email sequence
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Add prospect in Outreach
Adds a new potential client or customer to your database
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Update prospect in Outreach
Updates prospect details with new information
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Get prospect by Id in Outreach
Retrieves a prospect's information using their id
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Add account in Outreach
Creates a new user account
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Add opportunity in Outreach
Adds a new opportunity to the system with a single click
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Get opportunity by Id in Outreach
Retrieves a opportunity's details by its id
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Search opportunity by name in Outreach
Searches for a opportunity by its name
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Add task in Outreach
Creates a new task with relevant information
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Search sequence in Outreach
Searches for a sequence
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Search prospect by email in Outreach
Searches for prospects using their email address
Try it →

What can you automate with Close + Outreach?

Connect your CRM and sales engagement platform to keep pipelines aligned without manual effort.

What you can automate?
🔄
Sync Close leads to Outreach prospects instantly
Automatically create a new prospect in Outreach whenever a lead is added in Close. Eliminate manual data entry and keep your sales engagement platform updated in real time.
📋
Capture every submitted custom activity and note
Map available Close custom activities and notes directly into Outreach records instead of just basic contact info. Your prospect profiles become comprehensive sources for sales outreach.
🔔
Alert your team as soon as a prospect engages
Notify your sales reps on Slack or via email the moment a prospect replies in Outreach or updates their status in Close, ensuring lightning-fast response times.
🔀
Route prospects based on submitted lead status
Perform different actions depending on the lead status or custom field submitted in Close, enrolling high-tier prospects into priority Outreach sequences automatically.
🔄
Keep destination records up to date as details change
Automatically update Outreach prospect records whenever contact details, phone numbers, or lead statuses are modified in Close, preventing outdated information.
🛡️
Add or update records instead of creating duplicates
Search existing Outreach prospects before creating new entries, updating current records when a match is found and preventing duplicate contacts in your database.
📉
Handle later status changes and deal updates
Automatically adjust Outreach sequences and update CRM task lists whenever a Close opportunity is marked won, lost, or moves to a new pipeline stage.
🔌
Extend your workflow to Slack for team updates
Trigger automated team notifications in Slack whenever a new prospect is enrolled in an Outreach sequence or a Close deal reaches a final stage.
And much more...

Who is Close + Outreach integration for?

Sales teams and account executives streamline their prospecting and pipeline management by eliminating manual data entry between Close and Outreach.

Sales operations managers
Sales operations managers
Account executives
Account executives
Sales directors
Sales directors
Business development reps
Business development reps
Outbound sales specialists
Outbound sales specialists
Revenue operations analysts
Revenue operations analysts
📈
Sales operations managers
You're tracking pipeline metrics across multiple revenue tools but your CRM reports only update when someone manually exports leads, so the conversion rates you're reporting against are always a few hours behind — with this integration, every new lead syncs instantly and your pipeline numbers stay current.
Account executives
You need to engage incoming prospects the moment they show interest, but manual handoffs between systems mean leads sit untouched for hours — this integration means every new prospect record is created immediately so you can follow up while intent is high.
📊
Sales directors
You answer to executive leadership who want real-time visibility into outreach activity and deal progression, but fragmented logs make reporting a constant chore — automating both apps means your management dashboards reflect accurate pipeline data without manual consolidation.
🚀
Business development reps
The inbound volume is too high for anyone to keep up by hand, leading to missed sequence enrolments and dropped follow-ups — connecting these apps means every prospect is added to the right sequence automatically so nothing falls through the cracks.
🤝
Outbound sales specialists
You own the outbound sequence execution and depend on upstream CRM data to hand over qualified accounts, but missing details cause delays — this integration means every account record arrives complete with all custom activity and contact details ready for outreach.
🔍
Revenue operations analysts
You need a reliable history of prospect interactions and keep finding gaps between your CRM and engagement platform logs — integrating these apps means every call, email, and task is recorded synchronously across both platforms.
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 + Outreach

Build and manage your Close + Outreach 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 + Outreach 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
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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 Outreach?
Frequently Asked Questions
You can connect Close to Outreach instantly using 1-click automations on Integrately. Choose from ready templates or use Integrately AI to build custom workflows linking Close, Outreach, Slack, HubSpot, and 1,500+ other apps.
Can I automatically sync Close leads to Outreach prospects?
Frequently Asked Questions
Can I connect Close, Outreach, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and Outreach?
Frequently Asked Questions
How does Close handle lead updates in this integration?
Frequently Asked Questions
Can Outreach sequences be updated when Close opportunities change?
Frequently Asked Questions
Do I need coding skills to automate Close and Outreach?
Frequently Asked Questions
Is the Close and Outreach integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

Close
Popular Close Integrations
Connect Close with CRMs, communication tools, and data platforms to streamline customer relationship management.
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Close Integrations arrow right
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Outreach
Popular Outreach Integrations
Sync Outreach with email, analytics, and productivity tools to keep outreach campaigns running smoothly.
See All
Outreach Integrations arrow right
No popular apps found