Close and Salesforce integration

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

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 Salesforce. 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 Salesforce, Albato is the way to go!

Close and Salesforce integration is the perfect combination for any sales team! With this powerful integration, sales reps can easily keep their pipeline up-to-date in real-time, saving time and effort. It also provides an efficient way to sync data between the two platforms, making it easier to track opportunities and manage customer relationships. Get the most out of your sales team with this seamless integration.

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How Albato works

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

How to Connect Close to Salesforce

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

STEP 1

Connect Close to Salesforce

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

Select a Trigger

STEP 2

Create workflow for Salesforce and Close integration

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

Trigger

Action

STEP 3

Sync Close with Salesforce data

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

Synс data

Integrate Close with Salesforce now!

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Triggers and actions for Salesforce and Close integration

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

Triggers 17

New contact

Triggers

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New sms

Triggers

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Delete record

Triggers

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Update record

Triggers

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Actions 42

Create Contact

Actions

Try Close integrations!

Update Contact

Actions

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Create a record

Actions

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Delete a record by ID

Actions

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Make your integration smarter with AI

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

Connect Close to Salesforce to link essential parts of your business

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

New lead submits form

Create New Contact

Check сompany size

Send a welcome message

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.

Salesforce integration with Close

Close

Elevate your sales and productivity by integrating Close with over 800+ 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.

Salesforce

Leverage Albato to integrate Salesforce with over 800+ popular applications, unlocking a world of automation and connectivity. Salesforce, a leader in customer relationship management, seamlessly integrates with tools like ActiveCampaign, Acuity Scheduling, Xero, WooCommerce, Google Calendar, Zoom, Stripe, Typeform, Google Drive, QuickBooks Online, Google Sheets, Shopify, Zendesk, WordPress, Sendinblue, Webflow, Webhook, Slack, and Squarespace through Albato's robust API. This integration facilitates actions such as submitting records for approval, creating leads, accounts, opportunities, and contacts, as well as searching and updating records. With triggers for new leads, contacts, opportunities, accounts, and updates, Salesforce integration via Albato enhances your sales and marketing automation, ensuring your business stays connected and operates efficiently.

Learn how to connect Salesforce 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 Salesforce Integration

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

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 Salesforce. 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 Salesforce, Albato is the way to go!

Does Close integrate with Salesforce on the free plan?

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

How to connect Salesforce to Close for scheduled syncs?

To sync Salesforce 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 Salesforce seamless and tailored to your specific needs.

Does Close integrate with Salesforce in real time?

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

How to connect Close to Salesforce?

Setting up an integration between Close and Salesforce 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 Salesforce 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 Salesforce, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Close and Salesforce, ensuring accurate data transfer.

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

How to connect Close to Salesforce to sync historical data?

To sync Close with Salesforce 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 Salesforce 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 Salesforce to Close for two-way synchronization?

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

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Close and Salesforce integration

Trusted by over 200,000+ users

How Albato works

How to Connect Close to Salesforce

Connect Close to Salesforce

Create workflow for Salesforce and Close integration

Sync Close with Salesforce data

Integrate Close with Salesforce now!

Triggers and actions for Salesforce and Close integration

New contact

New sms

Delete record

Update record

Create Contact

Update Contact

Create a record

Delete a record by ID

Make your integration smarter with AI

Integrate Salesforce with Close to harness the power of automation!

Connect Close to Salesforce to link essential parts of your business

Never miss a lead or deal again!

Salesforce integration with Close

Close

Salesforce

Learn how to connect Salesforce to Close

Close: Connect to Albato

Frequently asked questions about Close and Salesforce Integration

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

Does Close integrate with Salesforce on the free plan?

How to connect Salesforce to Close for scheduled syncs?

Does Close integrate with Salesforce in real time?

How to connect Close to Salesforce?

How to connect Close to Salesforce to sync historical data?

How to connect Salesforce to Close for two-way synchronization?

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