Close
Sessions
CRM & ERP systems

Close and Sessions integration

Build smart, no-code workflows with Close and Sessions 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.

David K.

Triggers and actions for Sessions and Close integration

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

Triggers 22

Close integration

New contact

Close integration

New sms

Sessions integration

Booking created

Sessions integration

Booking ended

Actions 22

Close integration

Create Contact

Close integration

Update Contact

Sessions integration

Create a session

Sessions integration

Add participants to session

What users say about Albato

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Great Zapier Alternative. Albato has great potential and offers an incredibly generous deal right now.

A good alternative to zapier, make and IFTT. 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.

Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

A tool which is best fit for Automation newbie! The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals.

How to Connect Close to Sessions

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

STEP 1

Connect Close to Sessions

Log in to Albato, select Close and Sessions, and follow the quick setup steps—no coding required. Integrate Close with Sessions with just a few clicks!

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STEP 2

Build a workflow for your Close and Sessions integration

Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.

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Trigger

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Sessions integrationCheck

Actions

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STEP 3

Map your data

Pick the fields you want to transfer between Close and Sessions. Customize the data flow to match your process.

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Synс data

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Synс data

How does the integration with Close and Sessions works in Albato?

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Sessions integration with Close

Close integrations

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Categories

  • CRM & ERP systems

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Learn how to connect Sessions to Close

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Frequently asked questions about Close and Sessions Integration

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

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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 Sessions. 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 Sessions, Albato is the way to go!

Does Close integrate with Sessions on the free plan?

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

How to connect Sessions to Close for scheduled syncs?

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

Does Close integrate with Sessions in real time?

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

How to connect Close to Sessions?

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

How to connect Close to Sessions to sync historical data?

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

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