Close + UChat Integration

Integrate Close to UChat in one click, or tell Integrately AI how you want each lead handled. Capture leads, update user fields, alert your team, 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
  • UChat
    Tag is added in UChat Instant
  • UChat
    Tag is removed in UChat Instant
  • UChat
    Conversation is opened in UChat Instant
  • UChat
    Variable value is changed in UChat Instant
  • UChat
    Bot user is subscribed in UChat Instant
  • UChat
    Conversation is done in UChat 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
  • UChat
    Send text message in UChat
  • UChat
    Send dynamic content in UChat
  • UChat
    Send sub flow in UChat
  • UChat
    Send main flow in UChat
  • UChat
    Set user field by variable ns in UChat
  • UChat
    Create user field in UChat
  • UChat
    Search user by user id in UChat
  • UChat
    Create bot field in UChat
  • UChat
    Search user field by name in UChat
  • UChat
    Search user by info in UChat
  • UChat
    Search user by user ns in UChat
  • UChat
    Add tag by tag name in UChat
  • UChat
    Set user field by variable name in UChat
  • UChat
    Set bot field by ID in UChat
  • UChat
    Set bot field by name in UChat
  • UChat
    Add tag by tag ns in UChat
  • UChat
    Search cart by user ns in UChat
  • UChat
    Search tag by name in UChat
  • UChat
    Search sub flow by name in UChat
  • UChat
    Remove tag from user in UChat
  • UChat
    Create tag in UChat

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Ready Workflows Ready Workflows for Close + UChat Integration

Capture leads, update user fields, sync contact details, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Close + UChat Integration

Send UChat message for new Close task

With this Close - UChat integration, whenever a new task is created in Close, message will be sent via UChat. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Close + UChat Integration

Send UChat message for new Close opportunity

Whenever a new opportunity is created in your Close, you'll want to communicate with your team to make sure everyone is on the same page. Sending UChat message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Close - UChat integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Close + UChat Integration

Send UChat message for new Close contact

Anytime a new contact is added to your Close, automatically send them a message through UChat letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Close - UChat integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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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 + UChat flow

Extend your automation pipeline by connecting marketing platforms, calendars, and support tools. Pick a combination and activate it in one click.

Close
UChat
+
HubspotHubspot (8)
+
CalendlyCalendly (8)
+
GmailGmail (8)
+
MailchimpMailchimp (8)
+
SlackSlack (8)
+
StripeStripe (8)
H
C
U
Create a Close lead for every new HubSpot contact, and subscribe the user in UChat
New HubSpot contacts immediately appear in Close as leads and trigger user subscriptions in UChat, eliminating manual data entry.
H
C
U
Log every new HubSpot contact in Close, and send a text message in UChat
Keep Close updated with HubSpot contacts while instantly dispatching a text message in UChat.
H
C
U
When a HubSpot deal stage changes, update the lead in Close and send a UChat flow
Deal stage updates in HubSpot automatically update Close leads and trigger relevant UChat conversational flows.
C
H
U
Create a HubSpot task for every new Close lead, and add a tag in UChat
New Close leads automatically generate follow-up tasks in HubSpot and tag the user in UChat.
H
C
U
If a HubSpot contact is enterprise tier, create a Close lead and subscribe them in UChat
Enterprise tier contacts in HubSpot automatically trigger priority lead creation in Close and UChat subscriptions.
H
C
U
When a HubSpot deal is closed won, update the Close lead and send dynamic content in UChat
Won deals in HubSpot update Close lead records and trigger personalised dynamic content in UChat.
H
C
U
Use Claude to summarise every new HubSpot form submission, create a Close lead, and send a UChat message
Claude generates clean summaries of HubSpot form submissions before creating a Close lead and notifying UChat.
H
C
S
Turn every new HubSpot contact into a Close lead, create a HubSpot deal, and notify Slack
New HubSpot contacts become Close leads and deals, with instant Slack team notifications.

Supported triggers and actions for Close and UChat

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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UChat
UChat Triggers & Actions
Instant
Tag is added in UChat
Triggers the automation when a tag is added
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Instant
Tag is removed in UChat
Triggers the automation when a tag is added
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Instant
Conversation is opened in UChat
Triggers the automation when a new conversation is initiated
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Instant
Variable value is changed in UChat
Triggers the automation when a variable value is changed
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Instant
Bot user is subscribed in UChat
Triggers the automation when a bot user is subscribed
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Instant
Conversation is done in UChat
Triggers the automation when any conversation is marked as completed
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Send text message in UChat
Sends a reply
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Send dynamic content in UChat
Sends personalized and tailored content based on user behavior or preferences
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Send sub flow in UChat
Sends a sub flow
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Send main flow in UChat
Sends the main flow
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Set user field by variable ns in UChat
Sets a user field by variable namespace
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Create user field in UChat
Creates a new user field
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Search user by user id in UChat
Searches for a user by user id
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Create bot field in UChat
Generates a new field for a bot
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Search user field by name in UChat
Searches for a user field by name
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Search user by info in UChat
Searches for a user by info
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Search user by user ns in UChat
Searches for a user by user namespace
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Add tag by tag name in UChat
Assigns a tag based on its name
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Set user field by variable name in UChat
Sets a user field by variable name
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Set bot field by ID in UChat
Sets a bot field by id
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Set bot field by name in UChat
Sets a bot field by name
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Add tag by tag ns in UChat
Adds tags based on particular namespace
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Search cart by user ns in UChat
Searches for a cart by user namespace
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Search tag by name in UChat
Searches for a tag using its name
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Search sub flow by name in UChat
Searches for a sub-flow by name
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Remove tag from user in UChat
Untag a user's profile
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Create tag in UChat
Generates a new tag
Try it →

What can you automate with Close + UChat?

Streamline your sales pipeline and messaging workflows with automated triggers and actions.

What you can automate?
Sync chatbot subscriptions into CRM leads automatically
Turn every new UChat bot user subscription into a qualified lead in Close instantly without lifting a finger.
📝
Capture every submitted field in your CRM records
Map all custom chat variables and user fields into Close instead of just names and email addresses.
🔔
Alert the right team member the moment a lead arrives
Send instant notifications and follow-up tasks to your sales reps as soon as a new lead is logged.
🔀
Route prospects based on submitted field criteria
Trigger different chatbot flows or CRM lead assignments depending on the answers submitted by the user.
🔄
Keep lead statuses synchronized across both platforms
Automatically update Close lead stages whenever conversations conclude or tags change in UChat.
🛡️
Prevent duplicate records with intelligent matching
Search existing contacts before creating new leads to ensure your CRM database remains clean and organized.
📊
Handle later status changes like deal wins and cancellations
Trigger automated retention flows or onboarding sequences when opportunity statuses update in Close.
🔗
Extend your workflow to additional business apps
Connect your core Close and UChat setup with tools like HubSpot or Slack to expand your automation capabilities.
And much more...

Who is Close + UChat integration for?

Revenue teams, marketers, and customer success managers use this integration to keep CRM pipelines and chatbot messaging synchronized without manual data entry.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Customer success managers
Customer success managers
Operations leads
Operations leads
Account managers
Account managers
Revenue analysts
Revenue analysts
📈
Performance marketers
You're running campaigns across multiple channels but your tracking records only update when someone manually exports leads, so the lead counts you're optimising against are always a few hours behind — with this integration, every new lead lands in Close instantly and your pipeline data stays current.
Sales representatives
You need to follow up with inbound chatbot prospects immediately, but contact details take hours to move from UChat into Close so your outreach is always delayed — with this integration, every new lead is created in your CRM the moment the bot user is subscribed.
🤝
Customer success managers
You manage client onboarding across chat and CRM tools, but updating statuses in both platforms manually leads to missed follow-up tasks and confused customers — with this integration, every status change automatically updates your records and triggers the right communication flow.
🔄
Operations leads
You handle high volumes of customer inquiries every day, but copying lead information between UChat and Close creates duplicate entries and data gaps — with this integration, every submission is processed accurately and mapped into your CRM without manual effort.
🎯
Account managers
You depend on upstream team members to hand over prospect details before you can start outreach, but delayed notifications leave leads waiting in limbo — with this integration, every new lead creation triggers instant team alerts and follow-up tasks.
📋
Revenue analysts
You need a reliable history of all lead interactions for reporting, but missing touchpoints between chat conversations and CRM records skew your metrics — with this integration, every interaction is logged cleanly to provide an accurate picture of pipeline activity.
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 + UChat

Build and manage your Close + UChat 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 + UChat 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
Select Automation
Select a trigger from Google Sheets
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 UChat?
Frequently Asked Questions
You can connect Close to UChat easily in 1 click using Integrately. Choose from pre-built workflows or ask Integrately AI to build your custom pipeline with apps like HubSpot, Slack, and Gmail.
Can I automatically create a Close lead when a UChat user is subscribed?
Frequently Asked Questions
Can I connect Close, UChat, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Close and UChat?
Frequently Asked Questions
How do lead status changes update in Close from UChat?
Frequently Asked Questions
Can I trigger chatbot flows from Close lead updates?
Frequently Asked Questions
Do I need coding skills to automate Close and UChat?
Frequently Asked Questions
Is the Close and UChat integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

Close
Popular Close Integrations
Connect Close with CRMs, email tools, and messaging platforms to manage and follow up on your leads.
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UChat
Popular UChat Integrations
Sync UChat with marketing, support, and project management tools to keep chatbot workflows running across your stack.
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UChat Integrations arrow right
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