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    Cognito Forms
    CRM & ERP systems

    Close and Cognito Forms integration

    Build smart, no-code workflows with Close and Cognito Forms using triggers, actions, and AI logic—automate any process in minutes.

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    Efficient transaction management = lower costs

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    Move your historical data in just a few clicks

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    Talk to support that actually helps—fast

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    Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

    David K.

    Triggers and actions for Cognito Forms and Close integration

    In Close and Cognito Forms integration triggers start workflows when something happens, while actions make changes in response.

    Triggers 11

    Close integration

    New contact

    Triggers

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    Close integration

    New sms

    Triggers

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    Cognito Forms integration

    New Entry

    Triggers

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    Cognito Forms integration

    Entry Updated

    Triggers

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    Actions 23

    Close integration

    Create Contact

    Actions

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    Close integration

    Update Contact

    Actions

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    Cognito Forms integration

    Create Entry

    Actions

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    Cognito Forms integration

    Update Entry

    Actions

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    What users say about Albato

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    Great Zapier Alternative. Albato has great potential and offers an incredibly generous deal right now.

    Verified user
    Verified user
    G2 reviews

    A good alternative to zapier, make and IFTT. I like the prices they are really cheap compared to the other companies. The support team and the documentation is on point. The UI and the automations possible are what I love most about Albato.

    Rida Z.
    Rida Z.
    G2 reviews

    Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

    David K.
    David K.
    G2 reviews

    A tool which is best fit for Automation newbie! The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals.

    Keith T.
    Keith T.
    G2 reviews

    How to Connect Close to Cognito Forms

    Create powerful Close integration with Cognito Forms in just a few simple steps.

    STEP 1

    Connect Close to Cognito Forms

    Log in to Albato, select Close and Cognito Forms, and follow the quick setup steps—no coding required. Integrate Close with Cognito Forms with just a few clicks!

    ShopifyFacebookClose integrationClose integrationSlackClickup
    STEP 2

    Build a workflow for your Close and Cognito Forms integration

    Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.

    Close integrationArrow

    Trigger

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    Cognito Forms integrationCheck

    Actions

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    STEP 3

    Map your data

    Pick the fields you want to transfer between Close and Cognito Forms. Customize the data flow to match your process.

    Check

    Synс data

    Check

    Synс data

    Check

    Synс data

    Launch your integration!

    Start your FREE 7-day trial to activate the Close + Cognito Forms integration and access all premium features.

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    How does the integration with Close and Cognito Forms works in Albato?

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    Cognito Forms integration with Close

    Close integrations

    Close

    Categories

    • CRM & ERP systems

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    Cognito Forms

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    Learn how to connect Cognito Forms to Close

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    Frequently asked questions about Close and Cognito Forms Integration

    Why is Albato the best alternative to Zapier for integrating Close and Cognito Forms?

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    Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Close and Cognito Forms. It’s super easy to use, and you can create powerful workflows without the hassle.

    What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Close and Cognito Forms, Albato is the way to go!

    Does Close integrate with Cognito Forms on the free plan?

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    Yes, you can integrate Close with Cognito Forms using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Cognito Forms and Close integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Close Cognito Forms integration at no cost.

    How to connect Cognito Forms to Close for scheduled syncs?

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    To sync Cognito Forms with Close on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Close integration with Cognito Forms seamless and tailored to your specific needs.

    Does Close integrate with Cognito Forms in real time?

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    Yes, Close integrates with Cognito Forms in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
    Webhook Triggers: These triggers activate your Close integration with Cognito Forms instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
    API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Close and Cognito Forms integration.
    You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Cognito Forms integration with Close, ensuring your workflows operate according to your requirements.

    How to connect Close to Cognito Forms?

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    Setting up an integration between Close and Cognito Forms on Albato is simple and requires no technical skills. Just follow these steps:
    1. Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
    2. Go to the Integrations section and select Close and Cognito Forms from the list of available apps.
    3. Choose triggers and actions. You’ll need to define an event in Close (the trigger) that will cause an action in Cognito Forms, such as sending data or creating an entry.
    4. Map the fields. Use Albato’s data mapping tool to match specific fields between Close and Cognito Forms, ensuring accurate data transfer.
    Once the integration is live, data will flow seamlessly between Close and Cognito Forms, automating your workflows and saving you time.

    How to connect Close to Cognito Forms to sync historical data?

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    To sync Close with Cognito Forms and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
    With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Cognito Forms integration with Close, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

    How to connect Cognito Forms to Close for two-way synchronization?

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    To integrate Cognito Forms with Close for two-way synchronization, Albato uses a system of triggers and actions. You can link Close to Cognito Forms by setting up two separate automations. The first automation sent data from Close to Cognito Forms. For instance, when a record is created or updated in Close, the automation ensures the changes are reflected in Cognito Forms. The second automation works in reverse, updating Close when changes occur in Cognito Forms.
    To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Cognito Forms Close integration and keeps your data consistent across both platforms.

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