

Close and Mertago integration
Build smart, no-code workflows with Close and Mertago using triggers, actions, and AI logic—automate any process in minutes.
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Move your historical data in just a few clicks
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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.
Triggers and actions for Mertago and Close integration
In Close and Mertago integration triggers start workflows when something happens, while actions make changes in response.
Triggers 15
New contact
New sms
Create order
Create proposal to supplier
Actions 34
Create Contact
Update Contact
Create order
Update company (supplier)
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How to Connect Close to Mertago
Create powerful Close integration with Mertago in just a few simple steps.
Connect Close to Mertago
Log in to Albato, select Close and Mertago, and follow the quick setup steps—no coding required. Integrate Close with Mertago with just a few clicks!
Build a workflow for your Close and Mertago integration
Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.
Trigger
Actions
Map your data
Pick the fields you want to transfer between Close and Mertago. Customize the data flow to match your process.
Synс data
Synс data
Synс data
Mertago 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.
Categories
- CRM & ERP systems
Mertago
Enhance your business operations with Mertago's integration on Albato. Automate and streamline your procurement processes by seamlessly connecting Mertago with your favorite apps. This powerful integration enables you to efficiently manage orders, proposals, and company contacts for both buyers and suppliers. With triggers such as Update order, Create proposal to supplier, and Create company (buyer), you can easily automate routine tasks and maintain control over your procurement operations. Actions like updating orders, creating contacts, and adding comments to companies are just some of the numerous features available through Mertago's integration with Albato. Boost your business efficiency and organization by connecting Mertago with Albato today.
Categories
- CRM & ERP systems









