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    Close and Formsite integration

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    How Albato works

    With Albato, you can easily integrate Formsite with Close using an intuitive no-code builder. Whether you want to sync Formsite with Close or connect Formsite to Close, our platform makes it simple.

    How to Connect Close to Formsite

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

    STEP 1

    Connect Close to Formsite

    To connect Formsite to Close, log in to Albato, select both apps, and follow the easy setup prompts. Integrate Close with Formsite with just a few clicks!

    Close {targetApp} integration

    Close

    Select a Trigger

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    STEP 2

    Create workflow for Formsite and Close integration

    Decide what happens when you sync Close with Formsite—set up triggers in one app to automatically initiate actions in the other.

    Close {targetApp} integrationArrow

    Trigger

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    Formsite {targetApp} integrationCheck

    Action

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    STEP 3

    Sync Close with Formsite data

    Select which data to transfer when you integrate Formsite with Close—customize how your apps exchange information.

    Check

    Synс data

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    Synс data

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    Synс data

    Integrate Close with Formsite now!

    Start FREE 7-day trial to connect Formsite to Close and unlock all premium features!

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    Background

    Triggers and actions for Formsite and Close integration

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

    Triggers 9

    Close {targetApp} integration

    New contact

    Triggers

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    Close {targetApp} integration

    New sms

    Triggers

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    Formsite {targetApp} integration

    Form Submitted

    Triggers

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    Actions 15

    Close {targetApp} integration

    Update contact

    Actions

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    Close {targetApp} integration

    Create a new contact

    Actions

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    Make your integration smarter with AI

    Enhance your Formsite and Close integration using AI. Extract, condense, and transform your data with top AI models such as OpenAI, Claude AI, Jasper AI and more.

    Background

    Start with Close and Formsite integration templates!

      Integrate Formsite with Close to harness the power of automation!

      With over 800 integrations on Albato including the ability to sync Formsite with Close, you can streamline your tools into one cohesive system, maximizing your team's productivity.

      Try this integration

      7-Day free trial!

      Connect Close to Formsite to link essential parts of your business

      When you connect Close to Formsite, you can automate processes for any business size or industry. Here's how different companies integrate Close with Formsite using Albato.

    • CheckNew lead submits form
      App Integration
      App Integration
      App Integration
    • CheckCreate New Contact
      App Integration
      App Integration
      App Integration
    • Check сompany size
    • CheckSend a welcome message
      App Integration
      App Integration
      App Integration

      • Never miss a lead or deal again!

      Automate your entire lead journey from the first contact to the closed deal. While competitors lose prospects in routine tasks, your team will stay ahead by handling every lead—even during peak times.

      Formsite integration with Close

      Close integrations

      Close

      Categories

      • CRM & ERP systems

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      Formsite

      Categories

      • Forms, Surveys & Quiz

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      I like Albato for the following reasons: Intuitive Interface - The interface is understandable. Extensive App Librar...

      Albato is a Productive way to Manage and Automate Tasks

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      Albato offers seamless integration with SuiteDash, OpenAI, Synthesia, Writesonic, Facebook Groups, Discord...

      Super easy platform for automations

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      Super easy platform for automations

      A tool which is best fit for Automation newbie!

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      The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals...

      A great tool to automate other tools

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      I like the various internal tools like Delays, Find and replace, JSON parser, Date and number formatting, etc. Because it is a new tool on the mark...

      A good alternative to Make and IFTT

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      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.

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      Learn how to connect Formsite to Close

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      Frequently asked questions about Close and Formsite Integration

      Why is Albato the best alternative to Zapier for integrating Close and Formsite?
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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 Formsite. 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 Formsite, Albato is the way to go!
      Does Close integrate with Formsite on the free plan?
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      Yes, you can integrate Close with Formsite 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 Formsite 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 Formsite integration at no cost.
      How to connect Formsite to Close for scheduled syncs?
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      To sync Formsite 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 Formsite seamless and tailored to your specific needs.
      Does Close integrate with Formsite in real time?
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      Yes, Close integrates with Formsite 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 Formsite 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 Formsite 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 Formsite integration with Close, ensuring your workflows operate according to your requirements.
      How to connect Close to Formsite?
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      Setting up an integration between Close and Formsite 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 Formsite 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 Formsite, 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 Formsite, ensuring accurate data transfer.
      Once the integration is live, data will flow seamlessly between Close and Formsite, automating your workflows and saving you time.
      How to connect Close to Formsite to sync historical data?
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      To sync Close with Formsite 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 Formsite 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 Formsite to Close for two-way synchronization?
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      To integrate Formsite with Close for two-way synchronization, Albato uses a system of triggers and actions. You can link Close to Formsite by setting up two separate automations. The first automation sent data from Close to Formsite. For instance, when a record is created or updated in Close, the automation ensures the changes are reflected in Formsite. The second automation works in reverse, updating Close when changes occur in Formsite.
      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 Formsite Close integration and keeps your data consistent across both platforms.

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