Close + SharpSpring Integration

Q: Can I automatically sync SharpSpring form submissions to Close leads?

Every new form submission in SharpSpring can create a new lead in Close automatically, keeping your sales and marketing pipelines perfectly aligned.

Q: Can I connect Close, SharpSpring, and Slack?

All three apps work together seamlessly in multi-step flows where SharpSpring form submissions create Close leads and notify your team on Slack, alongside 1,500+ other apps.

Q: What is a good Zapier alternative for Close and SharpSpring?

Most alternatives lack 24/5 live chat support and free expert setup, whereas Integrately offers 20 million+ templates and 3x to 10x lower cost for your Close and SharpSpring workflows.

Q: How does Close handle lead data during automation?

Close creates and updates leads instantly when triggered by external marketing events, ensuring your sales representatives always see current contact details.

Q: Can SharpSpring update contacts when Close leads change?

SharpSpring contacts update automatically whenever lead activities or opportunity status changes occur in Close, maintaining unified customer histories.

Q: Do I need coding skills to automate Close and SharpSpring?

No coding skills are required to connect Close and SharpSpring. You can start with ready templates or design custom multi-step flows using Integrately AI.

Q: Is the Close and SharpSpring integration free?

The Close and SharpSpring integration includes a free forever plan on Integrately so you can start automating your workflows right away.

Integrate Close to SharpSpring in one click, or tell Integrately AI how you want each lead handled. Capture submissions, create and update leads, log communication, and sync records automatically.

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Free forever.

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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
Contact is created in SharpSpring
Account is created in SharpSpring
Opportunity is created in SharpSpring

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
Create contact in SharpSpring
Update contact in SharpSpring
Search contact in SharpSpring
Create account in SharpSpring
Search account in SharpSpring
Update account in SharpSpring
Create opportunity in SharpSpring
Update opportunity in SharpSpring
Create campaign in SharpSpring
Search campaign in SharpSpring

Trusted by experts at...

Ready Workflows for Close + SharpSpring Integration

Capture leads, organise submissions, update contacts, track opportunities, and sync campaigns, all in just one click.

Create SharpSpring contact for new Close contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.

Activate

Update SharpSpring contact from new Close contact

Close + SharpSpring Integration

Activate

When Contact is created in Close > Check condition > Create contact in SharpSpring

Close + SharpSpring Integration

Activate

When Contact is updated in Close > Check condition > Create contact in SharpSpring

Close + SharpSpring Integration

Activate

When Lead is created in Close > Check condition > Create contact in SharpSpring

Close + SharpSpring Integration

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + SharpSpring flow

Extend your sales and marketing automation with ads, emails, bookings, notifications, and payments. Pick a combination and activate it in one click.

Google Ads (4)

Meta Facebook Lead Ads (4)

Mailchimp (4)

Calendly (4)

Slack (4)

Stripe (4)

Create a Google Ads offline conversion when a SharpSpring form is submitted and create a lead in Close

Every SharpSpring form submission creates a lead in Close and logs an offline conversion in Google Ads instantly.

When a lead is created in Close, update the contact in SharpSpring and create an offline conversion in Google Ads

New Close leads update SharpSpring contacts and register ad conversions in Google Ads without manual entry.

If a SharpSpring form submission includes enterprise tier, create a lead in Close and log a high-value conversion in Google Ads

Enterprise SharpSpring form submissions create prioritized Close leads and custom Google Ads conversions automatically.

Use ChatGPT to analyse new SharpSpring form submissions, create a lead in Close, and log the conversion in Google Ads

AI analyses SharpSpring form submissions before creating a qualified Close lead and registering the Google Ads conversion.

Add every Meta Facebook Lead Ads lead to SharpSpring as a contact and create a lead in Close

Meta Facebook Lead Ads submissions instantly populate SharpSpring and create new leads in Close without manual exports.

When a contact is created in SharpSpring, capture Meta Facebook Lead Ads details and update the lead in Close

Marketing contact creation in SharpSpring syncs with Meta Facebook Lead Ads data and updates Close records.

If a Meta Facebook Lead Ads submission selects enterprise, create a contact in SharpSpring and create a high-priority lead in Close

Enterprise Meta Facebook Lead Ads entries create prioritized SharpSpring contacts and urgent Close leads automatically.

Use Claude to qualify Meta Facebook Lead Ads submissions, create a SharpSpring contact, and create a lead in Close

Claude evaluates Meta Facebook Lead Ads submissions before creating qualified records in SharpSpring and Close.

Add every new Mailchimp subscriber to SharpSpring as a contact and create a lead in Close

Mailchimp newsletter subscribers instantly become contacts in SharpSpring and new leads in Close.

When a contact is created in SharpSpring, add the subscriber in Mailchimp and create a lead in Close

SharpSpring contact creation triggers Mailchimp list additions and new Close lead creation automatically.

If a Mailchimp subscriber joins a specific list, create a contact in SharpSpring and create an enterprise lead in Close

Specific Mailchimp list tags route new subscribers into SharpSpring contacts and specialized Close leads.

Use ChatGPT to categorise Mailchimp subscribers, update SharpSpring contacts, and create a lead in Close

ChatGPT categorises Mailchimp subscriber intent before updating SharpSpring contacts and creating Close leads.

Create a SharpSpring contact and a lead in Close for every new Calendly booking

Calendly event bookings instantly generate contacts in SharpSpring and new leads in Close.

When an opportunity is created in SharpSpring, schedule a Calendly meeting and update the lead in Close

SharpSpring opportunities trigger automated Calendly meeting links and update Close lead statuses.

If a Calendly booking is for a VIP demo, create a SharpSpring contact and a priority lead in Close

VIP Calendly meeting bookings create specialized SharpSpring contacts and priority Close leads automatically.

Use Claude to summarise Calendly meeting notes, update SharpSpring contacts, and create a lead in Close

Claude summarises Calendly meeting answers before updating SharpSpring contacts and creating Close leads.

Notify your sales channel in Slack whenever a SharpSpring form is submitted and create a lead in Close

SharpSpring form submissions instantly alert your sales team in Slack and create a new lead in Close.

When a lead is created in Close, update the contact in SharpSpring and notify your team in Slack

New Close leads update SharpSpring contacts and broadcast notifications to your team in Slack.

If a SharpSpring form submission is high value, create a lead in Close and alert the enterprise channel in Slack

High-value SharpSpring form submissions create Close leads and trigger priority Slack alerts for sales leadership.

Use ChatGPT to summarise SharpSpring form submissions, create a lead in Close, and post the brief in Slack

ChatGPT summarises SharpSpring form submissions before creating a Close lead and posting the brief in Slack.

Create a SharpSpring contact and a lead in Close whenever a new Stripe customer is created

New Stripe customer creations automatically generate contacts in SharpSpring and new leads in Close.

When an opportunity is created in SharpSpring, update the customer in Stripe and update the lead in Close

SharpSpring opportunities update Stripe customer records and sync lead statuses in Close.

If a Stripe subscription payment fails, update the contact in SharpSpring and update the lead in Close

Failed Stripe subscription payments trigger immediate updates to SharpSpring contacts and Close leads.

Use Claude to analyse Stripe payment history, update SharpSpring contacts, and create a lead in Close

Claude reviews Stripe payment patterns before updating SharpSpring contacts and creating Close leads.

Supported triggers and actions for Close and SharpSpring

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

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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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SharpSpring Triggers & Actions

Contact is created in SharpSpring

Triggers the automation when a new contact is created

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Account is created in SharpSpring

Triggers the automation when a new account is created

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Opportunity is created in SharpSpring

Triggers the automation when any opportunity is updated

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What can you automate with Close + SharpSpring?

Connect your sales CRM and marketing automation platform to eliminate manual data transfers and streamline lead management.

Get Started For Free

🔄

Sync every new form submission into your sales CRM

Capture every SharpSpring form submission and automatically create a corresponding lead in Close without manual export work.

📝

Map all custom form fields across platforms

Transfer complete prospect details including budget, company size, and custom questionnaire answers directly into your CRM records.

🔔

Alert your sales team the moment a lead arrives

Trigger instant team notifications in messaging channels whenever a high-value marketing submission enters your pipeline.

🔀

Route leads conditionally based on submitted answers

Evaluate prospect criteria upon submission and direct enterprise leads to senior reps while standard inquiries route normally.

🔄

Keep contact records updated as deals progress

Ensure opportunity stage changes and contact updates flow seamlessly between your marketing platform and sales CRM.

🔍

Prevent duplicate records with smart search rules

Check existing database records before creating new leads or contacts, ensuring clean and organized customer profiles.

⏱️

Handle later status changes and deal updates

Automatically update marketing contact lists when sales opportunities are marked won, lost, or advanced to new pipeline stages.

🌐

Extend your workflow to messaging and support apps

Connect your core sales and marketing pairing with additional tools like Slack to notify teams and log external activities instantly.

And much more...

Who is Close + SharpSpring integration for?

Sales and marketing teams eliminate manual data entry, accelerate prospect follow-up, and keep customer pipelines perfectly synchronized across Close and SharpSpring.

Sales Directors

Marketing Managers

Agency Account Managers

Operations Specialists

Account Executives

Revenue Analysts

📈

Sales Directors

You're reviewing pipeline reports every morning but your lead counts only update when someone manually exports data, so the conversion metrics you're optimising against are always a few hours behind — connecting these apps means every new submission lands in your CRM instantly and your dashboard stays current.

⚡

Marketing Managers

You're running multi-channel campaigns that generate high form volume, but leads sit waiting in marketing tools before sales finds out about them, so your response times suffer on hot prospects — automating both apps means every form fill creates a CRM record immediately so reps can follow up within minutes.

🤝

Agency Account Managers

You answer to clients who expect real-time visibility into campaign performance and lead generation progress, but compiling manual status reports takes hours each week — this integration means every contact syncs automatically across platforms so client portals reflect accurate pipeline data without manual effort.

📊

Operations Specialists

You're managing high lead volumes across marketing and sales systems where manual entry causes duplicate records and missing contact details, so your database fills up with errors — automating both platforms means every submission maps cleanly into the right fields without manual copy-pasting.

🎯

Account Executives

You own the outreach process and depend on marketing campaigns to hand over qualified leads with full context, but incomplete contact histories force you to ask prospects for information they already submitted — connecting these apps means every form submission and campaign interaction appears directly inside your CRM view.

📋

Revenue Analysts

You need a reliable history of prospect activity from first touch to closed deal, but fragmented platform records leave frustrating gaps in your attribution models — this integration means every lead interaction, form fill, and CRM update links together into a complete audit trail.

Try This Integration – No Code Needed

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Why choose Integrately to automate Close + SharpSpring

Build and manage your Close + SharpSpring automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Close + SharpSpring 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.

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Frequently Asked Questions

How do I connect Close to SharpSpring?

You can connect Close to SharpSpring in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation for your exact team requirements.

Can I automatically sync SharpSpring form submissions to Close leads?

Can I connect Close, SharpSpring, and Slack?

What is a good Zapier alternative for Close and SharpSpring?

How does Close handle lead data during automation?

Can SharpSpring update contacts when Close leads change?

Do I need coding skills to automate Close and SharpSpring?

Is the Close and SharpSpring 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 SharpSpring With 1500+ Other Apps

Popular Close Integrations

Connect Close to CRMs, email tools, and messaging platforms to manage and follow up on your sales pipeline.

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Close Integrations

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Popular SharpSpring Integrations

Sync SharpSpring with marketing, analytics, and support tools to keep campaign data working across your stack.

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SharpSpring Integrations

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Close + SharpSpring Integration

Integrate Close to SharpSpring in one click, or tell Integrately AI how you want each lead handled. Capture submissions, create and update leads, log communication, and sync records automatically.

Trusted by experts at...

Ready Workflows for Close + SharpSpring Integration

Capture leads, organise submissions, update contacts, track opportunities, and sync campaigns, all in just one click.

Create SharpSpring contact for new Close contact

Update SharpSpring contact from new Close contact

When Contact is created in Close > Check condition > Create contact in SharpSpring

When Contact is updated in Close > Check condition > Create contact in SharpSpring

When Lead is created in Close > Check condition > Create contact in SharpSpring

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + SharpSpring flow

Extend your sales and marketing automation with ads, emails, bookings, notifications, and payments. Pick a combination and activate it in one click.

Supported triggers and actions for Close and SharpSpring

Mix and match to build the exact automation you need

What can you automate with Close + SharpSpring?

Connect your sales CRM and marketing automation platform to eliminate manual data transfers and streamline lead management.

Who is Close + SharpSpring integration for?

Sales and marketing teams eliminate manual data entry, accelerate prospect follow-up, and keep customer pipelines perfectly synchronized across Close and SharpSpring.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Close + SharpSpring

Build and manage your Close + SharpSpring automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

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

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Close + SharpSpring Integration

Integrate Close to SharpSpring in one click, or tell Integrately AI how you want each lead handled. Capture submissions, create and update leads, log communication, and sync records automatically.

Trusted by experts at...

Ready Workflows for Close + SharpSpring Integration

Capture leads, organise submissions, update contacts, track opportunities, and sync campaigns, all in just one click.

Create SharpSpring contact for new Close contact

Update SharpSpring contact from new Close contact

When Contact is created in Close > Check condition > Create contact in SharpSpring

When Contact is updated in Close > Check condition > Create contact in SharpSpring

When Lead is created in Close > Check condition > Create contact in SharpSpring

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + SharpSpring flow

Extend your sales and marketing automation with ads, emails, bookings, notifications, and payments. Pick a combination and activate it in one click.

Supported triggers and actions for Close and SharpSpring

Mix and match to build the exact automation you need

What can you automate with Close + SharpSpring?

Connect your sales CRM and marketing automation platform to eliminate manual data transfers and streamline lead management.

Who is Close + SharpSpring integration for?

Sales and marketing teams eliminate manual data entry, accelerate prospect follow-up, and keep customer pipelines perfectly synchronized across Close and SharpSpring.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Close + SharpSpring

Build and manage your Close + SharpSpring automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

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

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click