logo main
  • Language
    En
    English
    Portuguese
    Spanish
    • Log inGet started free
    Close Integrations
    Playbook Integrations

    Close and Playbook integration

    Connect this app...
    With this one!
    Try this integration!7-Day free trial
    hero
    SOC 2 Type 2
    #1 product of the day

    The safety of your data is our top priority!

    • heroSecurity
    • heroProcessing integrity
    • heroConfidentiality
    • heroPrivacy
    Best ResultsBest UsabilityMomentum LeaderMost ImplementableBest value

    Trusted by over 200,000+ users

    Albato is rated 4.6/ 5 stars on 465+ G2 reviews.

    How Albato works

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

    How to Connect Close to Playbook

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

    STEP 1

    Connect Close to Playbook

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

    Close {targetApp} integration

    Close

    Select a Trigger

    Down
    STEP 2

    Create workflow for Playbook and Close integration

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

    Close {targetApp} integrationArrow

    Trigger

    Arrow
    Down
    Playbook {targetApp} integrationCheck

    Action

    Down
    STEP 3

    Sync Close with Playbook data

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

    Check

    Synс data

    Check

    Synс data

    Check

    Synс data

    Integrate Close with Playbook now!

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

    Try this integration!7-Day free trial
    Background

    Triggers and actions for Playbook and Close integration

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

    Triggers 8

    Close {targetApp} integration

    New contact

    Triggers

    Try Close integrations!
    Close {targetApp} integration

    New sms

    Triggers

    Try Close integrations!

    Actions 24

    Close {targetApp} integration

    Create Contact

    Actions

    Try Close integrations!
    Close {targetApp} integration

    Update Contact

    Actions

    Try Close integrations!
    Playbook {targetApp} integration

    Search through current Organization's Assets

    Actions

    Try Playbook integrations!
    Playbook {targetApp} integration

    Get info about one Asset from Organization

    Actions

    Try Playbook integrations!
    OpenAI Integrations
    Anthropic AI Integrations
    Jasper Integrations
    Gemini Integrations
    Paints Integrations
    Writesonic Integrations
    Close Integrations
    Playbook Integrations

    Make your integration smarter with AI

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

    Integrate Playbook with Close to harness the power of automation!

    With over 800 integrations on Albato including the ability to sync Playbook 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 Playbook to link essential parts of your business

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

    Playbook integration with Close

    Close integrations

    Close

    Categories

    • CRM & ERP systems

    Alternative Apps

    HubSpot integrations
    amoCRM integrations
    5crm integrations
    Agendor integrations
    Agile CRM integrations
    AlphaCRM integrations
    Altegio integrations
    Altegro integrations
    Playbook integrations

    Playbook

    Categories

    • Popular

    Alternative Apps

    Facebook integrations
    Facebook Conversions API integrations
    Gmail integrations
    Gmail - Receiving Emails integrations
    Google Ads integrations
    Google Sheets integrations
    HTTP Request/Outgoing webhook integrations
    HubSpot integrations

    Learn how to connect Playbook to Close

    previous
    next

    Frequently asked questions about Close and Playbook Integration

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

    collapsed
    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 Playbook. 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 Playbook, Albato is the way to go!

    Does Close integrate with Playbook on the free plan?

    collapsed
    Yes, you can integrate Close with Playbook 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 Playbook 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 Playbook integration at no cost.

    How to connect Playbook to Close for scheduled syncs?

    collapsed
    To sync Playbook 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 Playbook seamless and tailored to your specific needs.

    Does Close integrate with Playbook in real time?

    collapsed
    Yes, Close integrates with Playbook 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 Playbook 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 Playbook 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 Playbook integration with Close, ensuring your workflows operate according to your requirements.

    How to connect Close to Playbook?

    collapsed
    Setting up an integration between Close and Playbook 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 Playbook 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 Playbook, 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 Playbook, ensuring accurate data transfer.
    Once the integration is live, data will flow seamlessly between Close and Playbook, automating your workflows and saving you time.

    How to connect Close to Playbook to sync historical data?

    collapsed
    To sync Close with Playbook 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 Playbook 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 Playbook to Close for two-way synchronization?

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

    Build your automation for free!

    Get started