CRM & ERP systems

Close and CoPilot AI integration

Q: Why is Albato the best alternative to Zapier for integrating Close and CoPilot AI?

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 CoPilot AI. 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 CoPilot AI, Albato is the way to go!

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

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no time limits on the free plan

no credit card required

Clear pricing with no hidden fees

Efficient transaction management = lower costs

Move your historical data in just a few clicks

Talk to support that actually helps—fast

Trusted by 10,000+ teams around the world

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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 CoPilot AI and Close integration

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

Triggers 12

New contact

Triggers

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New sms

Triggers

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New Conversation

Triggers

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New Lead

Triggers

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Actions 19

Create Contact

Actions

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Update Contact

Actions

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What users say about Albato

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

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.

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.

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.

G2 reviews

How to Connect Close to CoPilot AI

Create powerful Close integration with CoPilot AI in just a few simple steps.

STEP 1

Connect Close to CoPilot AI

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

STEP 2

Build a workflow for your Close and CoPilot AI integration

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

Trigger

Actions

STEP 3

Map your data

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

Synс data

Launch your integration!

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

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CoPilot AI integration with Close

Close

Elevate your sales and productivity by integrating Close with over 1,000+ applications via Albato. This powerful integration, fortified by Close's extensive API, allows you to connect, integrate, and automate your CRM activities seamlessly. With Albato, Close becomes even more potent, enabling integrations with vital tools such as Google Sheets for advanced data management and reporting, Google Calendar for scheduling and reminders, Slack and Microsoft Teams for team collaboration, Salesforce and HubSpot for an encompassing CRM strategy, QuickBooks Online for financial tracking, Typeform for survey and lead generation, Shopify for e-commerce activities, and Squarespace for web content management. Utilize the versatile triggers and actions provided by these integrations to tailor your workflow, automate repetitive tasks, and ensure your sales team focuses on what they do best – closing deals.

CoPilot AI

By integrating CoPilot AI with Albato, businesses can connect to over 1,000+ applications including Microsoft Office 365, OpenAI, BitBucket, and Google Sheets, ensuring seamless automation and data flow across platforms. This integration, powered by CoPilot AI’s comprehensive API, enables automation of tasks like scheduling meetings when a lead is qualified or capturing new leads directly into your CRM. Triggers such as "Lead Qualified (Meeting Booked)," "New Lead," and "New Conversation (Handle Replied)" act as pivotal points for automation, making CoPilot AI an indispensable tool for sales enablement and efficiency.

Learn how to connect CoPilot AI to Close

3 min. read

Close: Connect to Albato

Close is the inside sales CRM of choice for startups and SMBs. Make more calls, send more emails and close more deals starting today.

Frequently asked questions about Close and CoPilot AI Integration

Why is Albato the best alternative to Zapier for integrating Close and CoPilot AI?

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 CoPilot AI. 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 CoPilot AI, Albato is the way to go!

Does Close integrate with CoPilot AI on the free plan?

Yes, you can integrate Close with CoPilot AI 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 CoPilot AI 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 CoPilot AI integration at no cost.

How to connect CoPilot AI to Close for scheduled syncs?

To sync CoPilot AI 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 CoPilot AI seamless and tailored to your specific needs.

Does Close integrate with CoPilot AI in real time?

Yes, Close integrates with CoPilot AI 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 CoPilot AI 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 CoPilot AI 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 CoPilot AI integration with Close, ensuring your workflows operate according to your requirements.

How to connect Close to CoPilot AI?

Setting up an integration between Close and CoPilot AI on Albato is simple and requires no technical skills. Just follow these steps:

Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
Go to the Integrations section and select Close and CoPilot AI from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Close (the trigger) that will cause an action in CoPilot AI, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Close and CoPilot AI, ensuring accurate data transfer.

Once the integration is live, data will flow seamlessly between Close and CoPilot AI, automating your workflows and saving you time.

How to connect Close to CoPilot AI to sync historical data?

To sync Close with CoPilot AI 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 CoPilot AI 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 CoPilot AI to Close for two-way synchronization?

To integrate CoPilot AI with Close for two-way synchronization, Albato uses a system of triggers and actions. You can link Close to CoPilot AI by setting up two separate automations. The first automation sent data from Close to CoPilot AI. For instance, when a record is created or updated in Close, the automation ensures the changes are reflected in CoPilot AI. The second automation works in reverse, updating Close when changes occur in CoPilot AI.
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 CoPilot AI Close integration and keeps your data consistent across both platforms.

Build your automation for free!

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Close and CoPilot AI integration

Clear pricing with no hidden fees

Efficient transaction management = lower costs

Move your historical data in just a few clicks

Talk to support that actually helps—fast

Trusted by 10,000+ teams around the world

Triggers and actions for CoPilot AI and Close integration

New contact

New sms

New Conversation

New Lead

Create Contact

Update Contact

What users say about Albato

How to Connect Close to CoPilot AI

Connect Close to CoPilot AI

Build a workflow for your Close and CoPilot AI integration

Map your data

How does the integration with Close and CoPilot AI works in Albato?

CoPilot AI integration with Close

Close

CoPilot AI

Learn how to connect CoPilot AI to Close

Close: Connect to Albato

Frequently asked questions about Close and CoPilot AI Integration

Why is Albato the best alternative to Zapier for integrating Close and CoPilot AI?

Does Close integrate with CoPilot AI on the free plan?

How to connect CoPilot AI to Close for scheduled syncs?

Does Close integrate with CoPilot AI in real time?

How to connect Close to CoPilot AI?

How to connect Close to CoPilot AI to sync historical data?

How to connect CoPilot AI to Close for two-way synchronization?

Build your automation for free!