Close + SignWell Integration
Integrate Close to SignWell in one click, or tell Integrately AI how you want each lead handled. Generate documents, track completions, update your CRM records, and alert your team 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
Document is created in SignWell Instant- Document is sent in SignWell Instant
- Document is signed in SignWell Instant
- Document is cancelled in SignWell Instant
- Document is viewed in SignWell Instant
- Document is expired in SignWell Instant
- Template is created in SignWell Instant
- Document is completed in SignWell Instant
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
- Get completed document PDF by id in SignWell
- Create document from template in SignWell
- Create template in SignWell
Trusted by experts at...
Ready Workflows for Close + SignWell Integration
Capture leads, generate agreements, track signatures, update CRM records, and alert your team, 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 + SignWell flow
Capture client details, send notifications, schedule follow-up calls, and update your financial tools after documents are signed. Pick a combination and activate it in one click.
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Google Calendar (3)
Google Calendar (3) +
Slack (3)
Slack (3) +
Calendly (3)
Calendly (3) +
Stripe (3)
Stripe (3) +
Gmail (3)
Gmail (3) +
QuickBooks Online (3)
QuickBooks Online (3) S
G
C
Create a Google Calendar follow-up event when a SignWell document is completed, and update the lead in Close
Completed SignWell documents instantly schedule a follow-up in Google Calendar and update your Close lead, eliminating manual coordination.
C
G
S
Create a Google Calendar meeting when a Close lead is created, and send a document from template in SignWell
New Close leads instantly trigger a calendar meeting and send a document from template in SignWell without manual delays.
S
G
C
When a SignWell document is signed, add a deadline event in Google Calendar and create a note in Close
Signed SignWell documents schedule calendar reminders and log notes in Close instantly.
Supported triggers and actions for Close and SignWell
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 → SignWell Triggers & Actions
Instant
Document is signed in SignWell
Triggers each time a document is signed by a recipient
Try it → Instant
Document is cancelled in SignWell
Triggers each time a document is signed by a recipient
Try it → Instant
Document is viewed in SignWell
Triggers each time a document is signed by a recipient
Try it → Instant
Document is completed in SignWell
Triggers each time a document is signed by a recipient
Try it → What can you automate with Close + SignWell?
Streamline your entire document and CRM workflow from agreement creation to final signature.
📄
Automate document creation from Close leads
Generate SignWell document templates automatically the moment a new lead or opportunity is created in Close, removing manual paperwork steps.
📋
Map every submitted field into your CRM
Capture all custom signer details and agreement fields directly into your Close lead records without retyping information by hand.
🔔
Alert your team instantly on completion
Trigger instant internal notifications as soon as documents are signed or viewed, keeping sales reps fully informed.
🔀
Send different templates based on lead tier
Route prospects to specific SignWell document templates depending on deal size or lead status updates in Close.
🔄
Keep lead statuses updated in real time
Reflect document expiration, viewing, or completion milestones instantly across your Close lead pipeline.
🔍
Prevent duplicates before creating records
Search existing contacts in Close before generating new documents or records to maintain a clean database.
⏱️
Trigger follow-ups when documents expire
Automatically create tasks or update opportunities in Close when a SignWell document expires or gets cancelled.
💬
Extend your workflow to team messaging
Connect Slack to notify specific sales channels the moment a client finalizes their contract in SignWell.
And much more...
Who is Close + SignWell integration for?
Sales teams, account managers, and business owners eliminate manual agreement tracking and keep their pipelines current without extra data entry.
Sales Managers
Account Executives
Client Success Leads
High-Volume Sales Teams
Operations Specialists
RevOps Professionals
📈
Sales Managers
You're running deal pipelines in Close but tracking signed agreements manually, so your revenue reports are always a few days behind — with this integration, every signed contract updates your records instantly and your forecasting stays accurate.
⚡
Account Executives
You need to start onboarding the moment a client signs, but you find out too late when agreements sit unread — with this integration, every completed document triggers your next steps instantly so momentum never drops.
🤝
Client Success Leads
You answer to clients who want immediate confirmation after signing paperwork, but manual handoffs leave gaps — with this integration, every signed document logs automatically and your communications go out without delay.
📊
High-Volume Sales Teams
You're managing hundreds of active leads and agreements every week, but manual data entry causes missed follow-ups — with this integration, every document status change flows straight into your CRM so nothing falls through the cracks.
⚙️
Operations Specialists
You own the provisioning and setup phase after deals close, but you depend on sales reps to hand over signed files — with this integration, every completed contract reaches your workflow instantly so work begins right away.
🗂️
RevOps Professionals
You need a reliable history of every deal and contract across your tools, but manual tracking leaves audit gaps — with this integration, every agreement milestone syncs cleanly and your system records stay complete.
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 + SignWell
Build and manage your Close + SignWell automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Close + SignWell 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 + SignWell Now 
In Just 1 Click!
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😍
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Connect Close + SignWell Now
In Just 1 Click!
Frequently Asked Questions
How do I connect Close to SignWell?
You can connect Close to SignWell in 1-click using ready-made flows or ask Integrately AI to build your automation alongside apps like Slack and Gmail.
Can I automatically create a SignWell document when a new lead is created in Close?
Can I connect Close, SignWell, and Slack?
What is a good Zapier alternative for Close and SignWell?
How does Close handle lead data during automation?
What happens to SignWell documents when they are completed?
Is coding required to set up Close and SignWell workflows?
Is the Close and SignWell 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?
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