Close + Rezdy Integration

Integrate Close to Rezdy in one click, or tell Integrately AI how you want each booking handled. Capture customer details, create leads and contacts, update your sales pipeline, and trigger follow-ups 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
  • Rezdy
    Order is created in Rezdy Instant
  • Rezdy
    Order is updated in Rezdy Instant
  • Rezdy
    Order is canceled in Rezdy Instant
  • Rezdy
    Customer is created in Rezdy Instant
  • Rezdy
    Product is created in Rezdy Instant
  • Rezdy
    Product is updated in Rezdy Instant
  • Rezdy
    Product is deleted in Rezdy 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

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Ready Workflows Ready Workflows for Close + Rezdy Integration

Capture bookings, create leads, update customer records, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Rezdy + Close Integration

Create Close contact from new Rezdy contact

If you're an ecommerce business owner who uses Rezdy to power your online store, you'll be happy to know that when a new contact is created in Close, this automation will automatically create a contact in Rezdy.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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Rezdy + Close Integration

Create Close contact from new Rezdy order

As an online store owner, you're likely using Rezdy to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Rezdy with Close? This integration will allow you to automatically create a contact for each new order in Close.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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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 + Rezdy flow

Streamline your sales and booking operations by syncing data across your favorite tools. Pick a combination and activate it in one click.

Close
Rezdy
+
ShopifyShopify (8)
+
MailchimpMailchimp (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
Google CalendarGoogle Calendar (8)
+
StripeStripe (8)
+
SlackSlack (8)
R
C
S
Create a Close lead from every new Rezdy order, and add a matching product in Shopify
New Rezdy orders instantly create a lead in Close and a product in Shopify, eliminating manual data entry between your booking system and store.
R
C
S
When a Rezdy customer is created, create a contact in Close and add a customer profile in Shopify
Every new Rezdy customer populates a contact in Close and a profile in Shopify simultaneously, keeping your customer data unified.
R
C
S
When a Rezdy order is updated, update the lead in Close and update the inventory in Shopify
Order updates in Rezdy automatically sync changes to your Close lead and Shopify inventory in real time.
R
C
S
Create a task in Close for every canceled Rezdy order, and update the order status in Shopify
Canceled Rezdy orders trigger a follow-up task in Close and update your Shopify records instantly.
R
C
S
If a new Rezdy product is created, create an opportunity in Close and add the item in Shopify
New tour experiences added in Rezdy automatically generate an opportunity in Close and a product listing in Shopify.
R
C
S
When a Rezdy product is updated, update the opportunity in Close and update the listing in Shopify
Product changes in Rezdy update your sales opportunities in Close and product listings in Shopify automatically.
R
C
S
Use Claude to summarise new Rezdy order notes, create a Close lead with the summary, and add a Shopify product
Claude extracts key details from Rezdy orders to populate a structured Close lead and update Shopify inventory.
R
C
S
S
Turn every new Rezdy order into a Close lead, create a Shopify product, and notify your fulfillment team in Slack
New Rezdy orders create a lead in Close, register a product in Shopify, and alert your fulfillment team instantly in Slack.

Supported triggers and actions for Close and Rezdy

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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Rezdy
Rezdy Triggers & Actions
Instant
Order is created in Rezdy
Triggers the automation when a new order is created
Try it →
Instant
Order is updated in Rezdy
Triggers the automation when any order is updated
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Instant
Order is canceled in Rezdy
Triggers the automation when an order is canceled
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Instant
Customer is created in Rezdy
Triggers the automation when a new customer is created
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Instant
Product is created in Rezdy
Triggers the automation when a new product is created
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Instant
Product is updated in Rezdy
Triggers the automation when a product is updated
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Instant
Product is deleted in Rezdy
Triggers the automation when a product is deleted
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No action is available

What can you automate with Close + Rezdy?

Streamline your tour bookings and sales outreach by connecting Rezdy reservations directly to your Close CRM workflows.

What you can automate?
🚀
Turn every Rezdy order into a Close lead
Capture new bookings the moment they happen by automatically creating a corresponding lead in Close without lifting a finger.
📋
Capture every submitted booking field
Map all guest details, custom questions, and order notes from Rezdy directly into your Close lead fields for comprehensive tracking.
🔔
Notify your team instantly on Slack
Send real-time alerts to your sales or operations channels whenever a new tour reservation is confirmed or canceled.
🔀
Route leads based on order details
Set up conditional rules to assign high-value tour bookings to priority sales reps while standard inquiries go to general queues.
🔄
Keep records updated when orders change
Automatically sync schedule modifications and attendee updates from Rezdy to your Close leads in real time.
🔍
Prevent duplicates with smart matching
Search existing CRM records before creating new entries to ensure customer profiles remain clean and unified.
Handle cancellations and status updates
Trigger follow-up tasks in Close and update your operational workflows whenever a Rezdy order is canceled or rescheduled.
Extend your workflow to team apps
Connect your core Rezdy and Close flow to external tools like Slack, QuickBooks Online, or Mailchimp for complete operations.
And much more...

Who is Close + Rezdy integration for?

Connecting Close and Rezdy eliminates manual data entry for tour operators and sales teams, ensuring booking data and lead pipelines stay perfectly aligned.

Performance marketers
Performance marketers
Tour operations managers
Tour operations managers
Account executives
Account executives
High-volume sales teams
High-volume sales teams
Sales development reps
Sales development reps
Operations leads
Operations leads
📈
Performance marketers
You're running campaigns across multiple tour packages but your CRM only updates when someone manually exports orders, so the pipeline metrics you're optimising against are always a few hours behind — automating both apps means every new booking lands in the CRM instantly and your data stays current.
Tour operations managers
You need to act fast on new participant lists and schedule resources, but customer details are trapped in booking forms waiting to be manually sorted — with this integration, every new reservation creates a lead instantly and your team can coordinate logistics right away.
🤝
Account executives
You answer to clients and management who want to see live pipeline progress, but lead updates require tedious manual copy-pasting between your booking tool and CRM — this integration means every order creates a structured lead immediately and your pipeline reports remain accurate.
📊
High-volume sales teams
The order volume is too high for anyone to keep up by hand during peak season, causing missed follow-ups and lost opportunities — integrating these apps means every booking is logged automatically and your team never misses a prospective customer.
🎯
Sales development reps
You own the next outreach step and depend on someone upstream to hand over booking records, but manual handoffs create frustrating delays — connecting these apps means every new reservation triggers your CRM workflow instantly and your outreach begins without waiting.
📝
Operations leads
You need a reliable booking history for auditing and forecasting, but manual data entry keeps leaving frustrating gaps in your records — automating both apps means every customer transaction is recorded precisely and your operational history remains complete.
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 + Rezdy

Build and manage your Close + Rezdy 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 + Rezdy 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.
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Frequently Asked Questions

How do I connect Close to Rezdy?
Frequently Asked Questions
You can connect Close to Rezdy in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations with apps like Slack, Shopify, and QuickBooks Online.
Can I automatically create Close leads when a new Rezdy order is placed?
Frequently Asked Questions
Can I connect Close, Rezdy, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and Rezdy?
Frequently Asked Questions
How are customer contact details transferred from Rezdy to Close?
Frequently Asked Questions
What happens in Close when a Rezdy order is updated or canceled?
Frequently Asked Questions
Do I need coding skills to automate Close and Rezdy?
Frequently Asked Questions
Is the Close and Rezdy integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

Close
Popular Close Integrations
Connect Close to CRMs, email tools, and messaging platforms to manage and follow up on your leads.
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Close Integrations arrow right
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Rezdy
Popular Rezdy Integrations
Sync Rezdy with accounting, project management, and reporting tools to keep booking data working across your stack.
See All
Rezdy Integrations arrow right
No popular apps found