Close + Whapi.Cloud Integration

Integrate Close to Whapi.Cloud in one click, or tell Integrately AI how you want each lead handled. Send automated WhatsApp messages, log communication histories, update your pipeline records, and trigger follow-ups instantly.

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
  • Whapi.Cloud
    Message is sent in Whapi.Cloud Instant
  • Whapi.Cloud
    Message is received in Whapi.Cloud Instant
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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
  • Whapi.Cloud
    Send text message in Whapi.Cloud
  • Whapi.Cloud
    Send media message in Whapi.Cloud

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Ready Workflows Ready Workflows for Close + Whapi.Cloud Integration

Send automated WhatsApp messages for new leads, notify your team about incoming chats, log message histories, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Close + Whapi.Cloud Integration

Send Whapi message for new Close contact

Anytime a new contact is added to your Close, automatically send them a message through Whapi 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 - Whapi 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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Close + Whapi.Cloud Integration

Send Whapi message for new Close task

With this Close - Whapi integration, whenever a new task is created in Close, message will be sent via Whapi. 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 + Whapi.Cloud Integration

Send Whapi 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 Whapi 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 - Whapi integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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  • 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 + Whapi.Cloud flow

Log communication history in spreadsheets, schedule follow-up calls, update CRM records, and alert your sales team. Pick a combination and activate it in one click.

Close
Whapi.Cloud
+
Google SheetsGoogle Sheets (5)
+
CalendlyCalendly (4)
+
HubSpotHubSpot (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
StripeStripe (4)
C
W
G
Add every new Close lead to your Google Sheets tracker, and send a welcome text via Whapi.Cloud.
New Close leads appear in your Google Sheets tracker immediately while Whapi.Cloud sends a welcome message, so your records stay updated without manual exports.
W
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When a message is received in Whapi.Cloud, update the matching contact in Close and log it in Google Sheets.
Incoming WhatsApp chats update your Close contact records and log every message in Google Sheets automatically.
C
W
G
When a Close contact is updated, send a notification text via Whapi.Cloud and update your Google Sheets tracker.
Contact updates trigger automated WhatsApp notifications and keep your Google Sheets tracker fully synchronised.
G
C
W
Create a task in Close for every Google Sheets row, and send a confirmation text via Whapi.Cloud.
Spreadsheet entries automatically generate follow-up tasks in Close and trigger confirmation messages via Whapi.Cloud.
W
C
G
Use Claude to summarise incoming WhatsApp messages in Whapi.Cloud, update Close, and log the brief in Google Sheets.
Claude extracts key details from Whapiurun WhatsApp messages, updates your Close records, and archives the summary in Google Sheets.

Supported triggers and actions for Close and Whapi.Cloud

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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Whapi.Cloud
Whapi.Cloud Triggers & Actions
Instant
Message is sent in Whapi.Cloud
Triggers the automation when a new message is sent
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Instant
Message is received in Whapi.Cloud
Triggers the automation when a new message is received
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Send text message in Whapi.Cloud
Sends a reply
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Send media message in Whapi.Cloud
Delivers a audio/video message to a designated recipient
Try it →

What can you automate with Close + Whapi.Cloud?

Streamline your sales communication by triggering instant WhatsApp messages, syncing lead data, and managing outreach directly from your CRM.

What you can automate?
🚀
Instant WhatsApp outreach for new CRM leads
Trigger automated WhatsApp text messages via Whapi.Cloud the moment a new lead is created in Close, ensuring immediate prospect engagement.
📥
Capture every incoming chat reply automatically
Turn incoming WhatsApp messages received in Whapi.Cloud into new tasks, notes, or contact updates inside Close without manual copying.
🔔
Alert team members on important chat interactions
Notify your sales or support channels instantly whenever a key message arrives or a lead status changes across your integrated platforms.
🔀
Route communications based on lead field data
Send tailored WhatsApp templates or assign specific follow-up tasks depending on lead custom fields and opportunity stages submitted in Close.
🔄
Keep pipeline and contact records fully updated
Automatically update contact details, opportunity stages, and custom activities across platforms as customer interactions progress.
🔍
Prevent duplicate records with intelligent search
Search existing contacts and leads before creating new entries, ensuring your CRM database remains clean and organised.
⏱️
Handle later status changes and follow-ups
Trigger automated workflows when opportunity statuses change or call records update, keeping your sales funnel moving forward.
🔗
Extend workflows with connected applications
Connect Google Sheets, Slack, or HubSpot to your core Close and Whapi.Cloud automation to build powerful multi-step operational pipelines.
And much more...

Who is Close + Whapi.Cloud integration for?

Sales and support teams managing customer communication across WhatsApp and CRM platforms need instant synchronization to keep deals moving without manual data entry bottlenecks.

Revenue operations managers
Revenue operations managers
Sales representatives
Sales representatives
Account managers
Account managers
Customer support teams
Customer support teams
Business development executives
Business development executives
CRM administrators
CRM administrators
📈
Revenue operations managers
You rely on accurate pipeline reports to forecast quarterly revenue, but manual data entry between your CRM and messaging tools leaves your dashboards outdated — with this integration, every lead creation and status update syncs instantly and your performance numbers stay current.
Sales representatives
You need to respond to inbound customer enquiries immediately to close deals, but waiting for manual exports means you find out about new leads hours too late — with this integration, every new enquiry triggers automated messaging and CRM tasks instantly.
🤝
Account managers
You answer to clients who expect transparent progress updates on their active accounts, but compiling communication histories manually takes hours — this integration means every WhatsApp interaction and CRM note is logged automatically without extra effort.
💬
Customer support teams
The volume of incoming customer messages is too high for anyone to keep up by hand, leading to missed chats and delayed replies — automating both apps means every incoming message creates structured tasks and updates records seamlessly.
🔄
Business development executives
You own the outreach stage and depend on upstream lead generation to hand over prospects, but manual handoff steps cause leads to stall — automating both apps means new leads receive immediate WhatsApp greetings and CRM assignment without delay.
📋
CRM administrators
You need a reliable communication history across all customer touchpoints, but manual logging always results in missing interaction gaps — automating both apps means every message, call, and lead update is recorded accurately in your database.
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 + Whapi.Cloud

Build and manage your Close + Whapi.Cloud 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 + Whapi.Cloud 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 Whapi.Cloud?
Frequently Asked Questions
You can connect Close to Whapi.Cloud in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation. It also connects smoothly with tools like Google Sheets, HubSpot, and Slack.
Can I automatically send WhatsApp messages when a new lead is created in Close?
Frequently Asked Questions
Can I connect Close, Whapi.Cloud, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Close and Whapi.Cloud?
Frequently Asked Questions
How does Close handle lead data synchronization in this integration?
Frequently Asked Questions
How does Whapi.Cloud handle incoming messages in this integration?
Frequently Asked Questions
Do I need coding skills to automate Close and Whapi.Cloud?
Frequently Asked Questions
Is the Close and Whapi.Cloud integration free?
Frequently Asked Questions
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You Can Also Connect Close or Whapi.Cloud With 1500+ Other Apps

Close
Popular Close Integrations
Connect Close with CRM, email, and billing platforms to streamline your sales pipeline and manage customer accounts.
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Whapi.Cloud
Popular Whapi.Cloud Integrations
Sync Whapi.Cloud with messaging, support, and marketing tools to expand your customer communication channels.