Close integrations

Close is the best CRM for small business leaders who need to increase revenue. If you’re a tech-enabled team who needs to scale without overpaying for enterprise sales software, you’ve found the right sales tool.

CATEGORIES
CRM systems
Other
NICHES
Other

About Close integrations

Experience seamless integration and automation with Close on Albato. Connect Close with your favorite apps to streamline your sales processes and increase revenue for your small business. With triggers such as New Task, New SMS, New Meeting, New Lead, New Email, and New Contact, you can automate tasks and stay organized. Actions like updating tasks, creating notes, managing leads, and generating opportunities are just a few of the powerful features you can access through Close's integration with Albato. Enhance your productivity and efficiency by connecting Close with Albato today.

How to create the Close integration

Connect Close to Albato
All Available Triggers and Actions...
Discover 600+ Integration-Ready Apps
All Available Triggers and Actions...
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    Step 1: Connect Close to Albato

    The authorization process for Close in Albato is fast and secure. Just a few clicks and your application is connected to Albato.
  2. stepIcon

    Step 2: Choose one of 500+ applications to integrate with Close

    Pick the application you want to use as a trigger for automation in Albato. A trigger is an event that initiates your automation.
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    Step 3: Define the application and action after trigger activation

    Specify the application and the action that should take place after the trigger is activated. You can choose any number of actions – from sending a notification to creating a new record in a database.
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    Step 4: Configure the data transfer between applications

    Select the data that will be transferred from one application to another during the integration. You can adjust these parameters to suit your needs. That's it! Now you have more time to work on other important tasks.
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Triggers and actions available for Close integration
triggers 8
New contact
New contact
New sms
New sms
New lead
New lead
New meeting
New meeting
actions 14
Update contact
Update contact
Create task
Create task
Update Email
Update Email
Create Lead
Create Lead

Frequently asked questions

What Close triggers are available for integration?

Initial event: New contact, New sms, New lead, New meeting, Lead updated, New task, New email, New call

What Close actions are available for integration?

Target actions: Update contact, Create task, Update Email, Create Lead, Create sms, Create an opportunity, Create note, Update Lead, Update task, Create a new contact, Create Email, Update sms, Update an opportunity, Update note

How many apps are available for integration?

18 apps are available for integration with Close

How is the integration done?

Data transfer from Close is done via API.

How to activate a plan?

We offer you a 7-day free trial to set up the required integrations and test the platform. Our managers will help you set up your integrations in no time. Once the setup is done, you will be able to understand how many accounts and transactions you need.

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