Close + Simplero Integration
Integrate Close to Simplero in one click, or tell Integrately AI how you want each lead handled. Sync customer profiles, update purchase data, alert your team, and trigger follow-ups 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
Tag is added to contact in Simplero Instant- Tag is removed from contact in Simplero Instant
- Purchase is created in Simplero Instant
- Purchase is deleted in Simplero Instant
- Subscription is created in Simplero Instant
- Subscription is deleted in Simplero 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
- Search purchase by email in Simplero
- Create or update contact in Simplero
- Search contact by email in Simplero
- Add tag to contact in Simplero
- Remove tag from contact in Simplero
- Subscribe to a List in Simplero
- Unsubscribe from list in Simplero
Trusted by experts at...
Ready Workflows for Close + Simplero Integration
Capture leads, create contacts, sync purchase details, update subscriptions, and send notifications, 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 + Simplero flow
Sync customer data across your CRM, manage finance records, and notify your team instantly. Pick a combination and activate it in one click.
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Stripe (4)
Stripe (4) +
ActiveCampaign (4)
ActiveCampaign (4) +
Google Sheets (4)
Google Sheets (4) +
Calendly (4)
Calendly (4) +
Zoom (4)
Zoom (4) +
Slack (4)
Slack (4) C
S
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Add every new Close lead to Stripe as a customer and update Simplero automatically
New Close leads instantly appear in Stripe as customers and sync into Simplero, eliminating manual data entry across platforms.
S
C
S
When a Stripe purchase is completed, update the lead in Close and add a tag in Simplero
Stripe purchases update your Close lead records and apply the correct buyer tag in Simplero instantly.
S
S
C
Create a Stripe invoice when a Simplero subscription is created, and update the lead in Close
New Simplero subscriptions generate a Stripe invoice while updating your lead records in Close.
S
C
C
S
Use ChatGPT to review Stripe payment failures, update the Close lead, and notify Simplero
ChatGPT analyses Stripe failures so you can update Close leads and flag Simplero accounts.
Supported triggers and actions for Close and Simplero
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 → Simplero Triggers & Actions
Instant
Purchase is created in Simplero
Triggers the automation when a new purchase is created
Try it → Instant
Purchase is deleted in Simplero
Triggers the automation when any purchase is deleted
Try it → Instant
Subscription is created in Simplero
Triggers the automation when a new subscription is created
Try it → Instant
Subscription is deleted in Simplero
Triggers the automation when a subscription is deleted
Try it → What can you automate with Close + Simplero?
Streamline your sales and info business operations by connecting every lead, purchase, and subscription into a unified workflow.
🔄
Sync new Close leads to Simplero instantly
Every time a lead is created in Close, automatically create or update the corresponding contact in Simplero. Eliminate manual duplicate entry between your CRM and course platform.
📋
Capture every submitted custom activity
Map all available lead custom fields and activities from Close into Simplero contact profiles. Ensure your delivery platform holds complete customer context.
🔔
Alert your team about new purchases
Send instant notifications to your sales or support team whenever a new purchase or subscription is created in Simplero. Keep everyone informed of incoming revenue.
🏷️
Route contacts based on purchase tags
Apply or remove specific tags in Simplero depending on lead status changes in Close. Segment your audience automatically without manual sorting.
🔄
Keep subscription records up to date
Automatically update contact records when subscriptions are created or deleted in Simplero. Maintain accurate account statuses across your entire software stack.
🔍
Search and update existing records
Search contacts by email in Simplero before creating new entries, preventing duplicate profiles. Keep your database clean and organized.
💳
Manage subscription cancellations
When a subscription is deleted in Simplero, update the corresponding lead status in Close. Trigger retention workflows and follow-ups automatically.
📊
Extend flows with Google Sheets
Connect Google Sheets to your Close and Simplero workflow to maintain a master backup log of all leads and transactions in real time.
And much more...
Who is Close + Simplero integration for?
Sales managers, course creators, and operations teams streamline customer data tracking, eliminate manual entry errors, and keep revenue pipelines fully synchronized across platforms.
Performance marketers
Sales representatives
Account managers
Customer support teams
Operations specialists
Finance managers
📈
Performance marketers
You're running campaigns across multiple channels but your tracking sheet only updates when someone manually exports leads, so the row counts you're optimising against are always a few hours behind — with this integration, every new lead lands in the CRM instantly and your pipeline data stays current.
⚡
Sales representatives
You need to reach out to inbound prospects immediately, but new course signups sit in a separate portal until someone checks it at the end of the day — with this integration, every new subscriber appears in your CRM instantly so you can follow up while intent is high.
🤝
Account managers
You answer to clients who want to see daily progress updates, but copying subscription data between platforms takes hours every week — with this integration, every purchase record syncs across your systems automatically and keeps reporting accurate.
📊
Customer support teams
The volume of course inquiries and subscription updates is too high for anyone to keep up by hand, leading to missed student messages — with this integration, every support ticket and contact update flows between your platforms without manual copying.
⚙️
Operations specialists
You own the handoff between sales prospecting and course enrollment, but delayed data transfers cause friction for new members — with this integration, customer handoffs happen the moment a deal closes and onboarding starts immediately.
🗂️
Finance managers
You need a reliable history of all transactions and keep finding gaps between your sales CRM and course platform records — with this integration, every purchase and subscription event is logged accurately across both systems.
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 + Simplero
Build and manage your Close + Simplero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Close + Simplero 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 + Simplero Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Close to Simplero?
You can connect Close to Simplero instantly using 1-click automations or ask Integrately AI to build the automation and map the fields for you.
Can I automatically sync new Close leads to Simplero contacts?
Can I connect Close, Simplero, and Slack?
What is a good Zapier alternative for Close and Simplero?
How does Close handle lead data updates in this integration?
How does Simplero manage purchase events here?
Do I need coding skills to automate Close and Simplero?
Is the Close and Simplero integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
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You Can Also Connect Close or Simplero With 1500+ Other Apps
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