Close + PeerBoard Integration
Integrate Close to PeerBoard in one click, or tell Integrately AI how you want each lead handled. Create community members from new CRM leads, update contact statuses, notify your team, and sync data automatically.
Free forever.Use premium features free for 14 days.1.
Opportunity status change activity is updated in Close Instant- Custom activity is created or updated in Close Instant
- Lead Status change is created in Close Instant
- Export is created in Close Instant
- Membership is activated in Close Instant
- Email Sequence Subscription created or updated in Close Instant
- Lead is created using search query in Close
- Lead is created in Close Instant
- Contact is created in Close Instant
- Contact is updated in Close Instant
- Opportunity status change activity is created in Close Instant
- Opportunity is created in Close Instant
- Email is created in Close Instant
- Call record is updated in Close Instant
- Call record is created in Close Instant
- Task is created in lead in Close Instant
- SMS is created in Close Instant
- Meeting is created in Close Instant
- Note is created in Close
Post is created in PeerBoard- Member is created in PeerBoard
- Member is blocked in PeerBoard
2.
- Search contact in Close
- Update lead in Close
- Search lead in Close
- Create lead in Close
- Update task in Close
- Create task in Close
- Search task in Close
- Search opportunity in Close
- Update opportunity in Close
- Create opportunity in Close
- Create contact in Close
- Update contact in Close
- Create note in Close
- Update note in Close
- Search note in Close
- Create email in Close
- Search user in Close
- Create SMS in Close
- Create custom activity in Close
- Run activity overview report in Close
- Delete logged call in Close
- Create export in Close
- Run sent email report in Close
- Subscribe Contact to Email Sequence in Close
- Search custom activity in Close
- Add address to lead in Close
- Delete email in Close
- Merge two leads in Close
- Create bulk email in Close
- Run opportunity report in Close
- Create smart view in Close
- Run status change report in Close
- Toggle Forwarding on Phone Number in Close
- Update custom activity in Close
- Update smart view in Close
- Update email sequence subscription in Close
- Delete email address from contact in Close
- Create bulk sequence subscription action in Close
- Search email sequence subscription in Close
- Search number of Leads in Query in Close
- Search connected account in Close
- Get activity by id in Close
- Create call in Close
- Update call in Close
- Search call in Close
- Update member in PeerBoard
- Create member in PeerBoard
- Search member by email in PeerBoard
- Block member in PeerBoard
- Delete member in PeerBoard
- Unblock member in PeerBoard
- Send an invite in PeerBoard
Trusted by experts at...
Ready Workflows for Close + PeerBoard Integration
Sync leads to community members, update profile details, notify teams, and track engagement, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Close + PeerBoard flow
Connect your CRM, communication tools, and scheduling platforms to extend your core automation. Pick a combination and activate it in one click.
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Salesforce (4)
Salesforce (4) +
Hubspot (4)
Hubspot (4) +
Slack (4)
Slack (4) +
Gmail (4)
Gmail (4) +
Calendly (4)
Calendly (4) +
Zoom (4)
Zoom (4) C
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Add every new Close lead to PeerBoard as a member, and create a matching lead record in Salesforce
New Close leads appear in PeerBoard as community members and register in Salesforce instantly, eliminating manual data entry across platforms.
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P
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When a Close contact is updated, update the PeerBoard member profile and sync the change to Salesforce
Contact updates in Close automatically update your PeerBoard community profile and Salesforce record without manual editing.
P
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When a PeerBoard member is created, create a new lead in Close and log a task in Salesforce
New community members registered in PeerBoard automatically generate a lead in Close and a follow-up task in Salesforce.
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When a Lead Status change is created in Close, update the PeerBoard member status and update Salesforce
Pipeline stage shifts in Close immediately update member statuses in PeerBoard and Salesforce records.
Supported triggers and actions for Close and PeerBoard
Mix and match to build the exact automation you need
Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
Try it → Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
Try it → Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
Try it → Instant
Membership is activated in Close
Triggers the automation when a membership is activated
Try it → Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
Try it → Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
Try it → Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
Try it → Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
Try it → Instant
Call record is updated in Close
Triggers the automation when call details are modified
Try it → Instant
Call record is created in Close
Triggers the automation when a new call record is created
Try it → Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
Try it → PeerBoard Triggers & Actions
What can you automate with Close + PeerBoard?
Streamline your sales and community operations by connecting Close triggers with PeerBoard actions.
🔄
Sync New Leads into Community Members
Automatically create a PeerBoard member whenever a new lead is created in Close. Eliminate manual user creation and onboard prospects instantly.
📝
Capture Every Submitted Field
Map all available contact details and custom fields from Close straight into your PeerBoard member profiles instead of just basic names and email addresses.
🔔
Alert Your Team Instantly
Notify your community or sales team the moment a new member registers or a lead status changes, ensuring rapid follow-up.
🔀
Route Based on Lead Criteria
Perform different actions depending on the specific lead status or custom fields submitted in Close, tailoring your community onboarding flow.
🔄
Keep Records Updated as Things Change
Automatically update existing PeerBoard member profiles whenever contact information or lead statuses are modified in Close.
🛡️
Prevent Duplicate Profiles
Search existing records before creating new entries, ensuring your PeerBoard community and Close CRM remain free of duplicate contacts.
📊
Handle Status Transitions
Trigger automated updates when opportunity statuses change or members are blocked, keeping your system states synchronised.
🌐
Extend Flows to Team Chat
Connect your core Close and PeerBoard workflow to Slack to broadcast new member signups and lead updates directly to your team channels.
And much more...
Who is Close + PeerBoard integration for?
Teams managing sales pipelines and community networks rely on automated data syncing to keep leads, contacts, and member profiles aligned across both platforms.
Performance Marketers
Sales Reps
Client Success Managers
Community Managers
Operations Specialists
Compliance Leads
📈
Performance Marketers
You're running acquisition campaigns but your community engagement reports only update when someone manually exports leads, so the conversion counts you're optimising against are always outdated — automating both apps means every new lead lands in your community system instantly and your numbers stay current.
⚡
Sales Reps
You need to follow up with new prospects immediately, but waiting for manual member exports means you find out about registrations hours too late — connecting these apps means every new lead triggers immediate notification so you can reach out while interest is high.
🤝
Client Success Managers
You answer to stakeholders who want to see active community participation matched against pipeline accounts, but manual cross-referencing leaves gaps in your reports — integrating these apps means member activity links directly to CRM leads for complete client visibility.
💬
Community Managers
The volume of new signups is too high for anyone to keep up by hand, leading to missed onboarding messages and unassigned member profiles — with this integration, every new registration is processed instantly and your member directories stay accurate without manual data entry.
⚙️
Operations Specialists
You own the handoff between sales prospecting and community onboarding, but relying on manual data transfers causes bottlenecks and errors — this integration means lead data flows seamlessly into member profiles the moment a record is created.
📋
Compliance Leads
You need a reliable history of lead creation and member status changes, but manual record-keeping keeps leaving audit gaps — automating both apps means every status update and profile change is logged accurately across platforms.
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 + PeerBoard
Build and manage your Close + PeerBoard automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Close + PeerBoard with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Close + PeerBoard Now 
In Just 1 Click!
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😍
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in $19.99
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Frequently Asked Questions
How do I connect Close to PeerBoard?
You can connect Close to PeerBoard in 1-click using ready automation templates on Integrately or ask Integrately AI to build the automation. It links your CRM and community platforms alongside tools like Salesforce, HubSpot, and Slack.
Can I automatically create a PeerBoard member when a new lead is created in Close?
Can I connect Close, PeerBoard, and Slack?
What is a good Zapier alternative for Close and PeerBoard?
How does Close handle data updates in this integration?
How does PeerBoard process member events here?
Do I need coding skills to automate Close and PeerBoard?
Is the Close and PeerBoard integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
You Can Also Connect Close or PeerBoard With 1500+ Other Apps
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