Close + Salesmsg Integration

Integrate Close to Salesmsg in one click, or tell Integrately AI how you want each lead handled. Send instant SMS follow-ups, trigger text sequences, update contact details, and notify your sales team 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
  • Salesmsg
    Message sending has failed in Salesmsg Instant
  • Salesmsg
    Call recording is created in Salesmsg Instant
  • Salesmsg
    Conversation is assigned in Salesmsg Instant
  • Salesmsg
    Conversation is closed in Salesmsg Instant
  • Salesmsg
    Conversation is opened in Salesmsg Instant
  • Salesmsg
    Number is deleted in Salesmsg Instant
  • Salesmsg
    Number is updated in Salesmsg Instant
  • Salesmsg
    Number is created in Salesmsg Instant
  • Salesmsg
    Contact is deleted in Salesmsg Instant
  • Salesmsg
    Tag is removed from contact in Salesmsg Instant
  • Salesmsg
    Contact is updated in Salesmsg Instant
  • Salesmsg
    Contact is unsubscribed in Salesmsg Instant
  • Salesmsg
    Inbox is updated in Salesmsg Instant
  • Salesmsg
    Contact is created in Salesmsg Instant
  • Salesmsg
    Tag added to contact in Salesmsg Instant
  • Salesmsg
    Message is received in Salesmsg Instant
  • Salesmsg
    Message is sent in Salesmsg Instant
  • Salesmsg
    Phone call started in Salesmsg Instant
  • Salesmsg
    Phone call ended in Salesmsg Instant
Arrow Right
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
  • Salesmsg
    Delete contact in Salesmsg
  • Salesmsg
    Create contact in Salesmsg
  • Salesmsg
    Update contact in Salesmsg
  • Salesmsg
    Search contact in Salesmsg
  • Salesmsg
    Opt-Out a contact in Salesmsg
  • Salesmsg
    Add tag to contact in Salesmsg
  • Salesmsg
    Remove tag from contact in Salesmsg
  • Salesmsg
    Send a text message (SMS / MMS) in Salesmsg
  • Salesmsg
    Phone number lookup in Salesmsg
  • Salesmsg
    Create note in Salesmsg

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Ready Workflows Ready Workflows for Close + Salesmsg Integration

Capture new leads, trigger instant text messages, update contact records, alert your team, and streamline sales follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Salesmsg + Close Integration

Create Close contact for new Salesmsg 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 Salesmsg 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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Salesmsg + Close Integration

Create Close opportunity for new Salesmsg contact

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

Create Close task for new Salesmsg contact

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

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 + Salesmsg Integration

Create Salesmsg contact for new Close contact

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

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

Extend your automation pipeline by syncing bookings, support tickets, chat updates, and financial records. Pick a combination and activate it in one click.

Close
Salesmsg
+
CalendlyCalendly (8)
+
HubspotHubspot (8)
+
SlackSlack (8)
+
GmailGmail (8)
+
Google SheetsGoogle Sheets (8)
+
StripeStripe (8)
C
C
S
When a Calendly event is scheduled, create a lead in Close and send a text message in Salesmsg
Every Calendly booking immediately creates a lead in Close and dispatches a confirmation text via Salesmsg without manual copying.
C
C
S
When a Calendly event is rescheduled, update the lead in Close and send an update via Salesmsg
Rescheduled Calendly meetings update your Close lead records and trigger a notification text in Salesmsg instantly.
C
C
S
When a Calendly event is canceled, update the lead status in Close and send a cancellation text in Salesmsg
Canceled Calendly bookings update lead statuses in Close and notify contacts through Salesmsg automatically.
C
C
S
When a Calendly event is scheduled, create a task in Close and send a prep text message in Salesmsg
New Calendly bookings automatically generate a task in Close and dispatch prep text messages via Salesmsg.
C
C
S
If a Calendly invitee answers VIP, create a high-priority lead in Close and send a VIP text in Salesmsg
Conditional Calendly bookings route VIP invitees into priority Close leads and trigger tailored Salesmsg texts.
C
C
S
When a Calendly event is completed, update the lead in Close and send a follow-up text in Salesmsg
Completed Calendly meetings update Close lead records and trigger automated follow-up texts in Salesmsg.
C
C
S
Use ChatGPT to summarise every new Calendly booking, create a lead in Close, and send a welcome text in Salesmsg
ChatGPT summarizes Calendly bookings, creating structured Close leads and sending personalised Salesmsg texts.
C
C
S
When a Calendly event is scheduled, create a lead in Close, send a text message in Salesmsg, and create a contact in HubSpot
Calendly bookings create Close leads, trigger Salesmsg texts, and sync contact records to HubSpot simultaneously.

Supported triggers and actions for Close and Salesmsg

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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Salesmsg
Salesmsg Triggers & Actions
Instant
Message sending has failed in Salesmsg
Triggers when a message delivery fails
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Instant
Call recording is created in Salesmsg
Triggers when a call recording is created
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Instant
Conversation is assigned in Salesmsg
Triggers when a conversation is assigned
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Instant
Conversation is closed in Salesmsg
Triggers when a conversation is closed
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Instant
Conversation is opened in Salesmsg
Triggers when a conversation is opened
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Instant
Number is deleted in Salesmsg
Triggers when a number is deleted
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Instant
Number is updated in Salesmsg
Triggers when a number is updated
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Instant
Number is created in Salesmsg
Triggers when a new number is created
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Instant
Contact is deleted in Salesmsg
Triggers when a contact is deleted
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Instant
Tag is removed from contact in Salesmsg
Triggers when a tag is removed from a contact
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Instant
Contact is updated in Salesmsg
Triggers when a contact is updated
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Instant
Contact is unsubscribed in Salesmsg
Triggers when a contact unsubscribes
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Instant
Inbox is updated in Salesmsg
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Instant
Contact is created in Salesmsg
Triggers the automation when a new contact is created
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Instant
Tag added to contact in Salesmsg
Triggers the automation when a tag is added to a contact
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Instant
Message is received in Salesmsg
Triggers the automation when a new message is received
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Instant
Message is sent in Salesmsg
Triggers the automation when a new message is sent
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Instant
Phone call started in Salesmsg
Triggers the automation when a phone call is initiated
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Instant
Phone call ended in Salesmsg
Triggers the automation when a phone call is ended
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Delete contact in Salesmsg
Deletes the specified contact from the database
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Create contact in Salesmsg
Adds a new contact to the database
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Update contact in Salesmsg
Updates contact information with new details
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Search contact in Salesmsg
Finds and retrieves contact information
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Opt-Out a contact in Salesmsg
Opts out a contact from marketing communications
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Add tag to contact in Salesmsg
Assigns a tag to a contact
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Remove tag from contact in Salesmsg
Untag the contact
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Send a text message (SMS / MMS) in Salesmsg
Sends a text message (sms/mms)
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Phone number lookup in Salesmsg
Performs a lookup for a phone number
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Create note in Salesmsg
Creates a new note in the particular format
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What can you automate with Close + Salesmsg?

Streamline your sales communication pipeline by connecting Close lead events directly to Salesmsg messaging workflows.

What you can automate?
📨
Send SMS text messages instantly for new leads
Trigger automated Salesmsg text messages the moment a new lead or contact is created in Close. Eliminate manual typing and engage prospects while they are active.
📋
Capture every submitted field and contact detail
Map complete Close contact data, notes, and custom fields directly into your Salesmsg conversations and recipient records without missing details.
🔔
Notify your team the moment events occur
Alert sales reps in real time whenever inbound texts arrive in Salesmsg or opportunities update in Close, ensuring rapid internal response.
🔀
Route communications based on lead criteria
Send different text sequences or assign conversations conditionally based on lead status changes, custom tags, or deal values in Close.
🔄
Keep records updated across both platforms
Automatically update contact details, lead statuses, and communication notes across Close and Salesmsg whenever information changes.
👥
Prevent duplicates with smart search and update
Search existing contacts before creating new entries in Salesmsg or Close, keeping your databases clean and organized.
💰
Handle later status changes and won deals
Automate congratulatory text messages, follow-up tasks, and pipeline updates when Close opportunities reach closed-won or closed-lost stages.
🔌
Extend workflows to team collaboration tools
Connect your Close and Salesmsg core pipeline with Slack to post team updates and coordinate follow-up tasks automatically.
And much more...

Who is Close + Salesmsg integration for?

Sales professionals, account managers, and business operators who rely on accurate lead tracking and instant customer messaging workflows.

Performance marketers
Performance marketers
Sales reps
Sales reps
Agency account managers
Agency account managers
Customer support leads
Customer support leads
Project coordinators
Project coordinators
Operations directors
Operations directors
📈
Performance marketers
You're running ad campaigns and tracking Close leads, but your conversion reports only update when someone manually exports data, so the metrics you review are always outdated — automating both apps means every new lead flows straight into your reporting pipeline and your numbers stay current.
Sales reps
You're managing inbound prospects in Close, but you miss immediate follow-up windows because text notifications happen hours later, so deals go cold before you reach out — this integration means every new lead triggers an instant Salesmsg text and your response times drop to zero.
🤝
Agency account managers
You're updating client portfolios in Close, but clients demand real-time visibility into communication history that your team forgets to log, so trust erodes over missed updates — automating both apps means every SMS and lead update syncs instantly so clients always see the latest progress.
🏭
Customer support leads
You're handling hundreds of customer inquiries in Close, but manual texting cannot keep up with incoming volume, so messages get delayed and customers drop off — with this integration, automated Salesmsg workflows handle outbound messaging instantly and your queue stays clear.
📋
Project coordinators
You're tracking deal handoffs in Close, but manual notification delays leave downstream teams waiting to start onboarding, so projects stall at the starting line — this integration means every won opportunity instantly triggers team alerts and project setup.
🔍
Operations directors
You're maintaining pipeline history in Close, but manual data entry leaves gaps in your communication logs, so audits and forecasting become unreliable — automating both apps means every message and lead record logs automatically for complete pipeline visibility.
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 + Salesmsg

Build and manage your Close + Salesmsg 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 + Salesmsg 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
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 Salesmsg?
Frequently Asked Questions
You can connect Close to Salesmsg in one click using ready-made workflows on Integrately, or use Integrately AI to build custom multi-step automations linking tools like HubSpot, Slack, and Google Sheets.
Can I automatically send a Salesmsg text when a lead is created in Close?
Frequently Asked Questions
Can I connect Close, Salesmsg, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and Salesmsg?
Frequently Asked Questions
How does Close handle lead updates in this integration?
Frequently Asked Questions
How does Salesmsg manage incoming messages with Close?
Frequently Asked Questions
Can I automate Close and Salesmsg without writing code?
Frequently Asked Questions
Is the Close and Salesmsg integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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 Salesmsg 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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Salesmsg
Popular Salesmsg Integrations
Sync Salesmsg with messaging, customer support, and productivity tools to keep communication flowing across your stack.
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Salesmsg Integrations arrow right
No popular apps found