

Close and Salesforce integration
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.
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.
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!

Close
Select a Trigger
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
Sync Close with Salesforce data
Select which data to transfer when you integrate Salesforce with Close—customize how your apps exchange information.
Synс data
Synс data
Synс data
Integrate Close with Salesforce now!
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Try this integration!7-Day free trialTriggers 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

New sms

Delete record

Update record
Actions 42

Create Contact

Update Contact

Create a record

Delete a record by ID


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.









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.
Categories
- CRM & ERP systems

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.
Categories
- CRM & ERP systems
- Popular