Sales automation and CRM integration for Close
Close currently provides 3 triggers that can start a workflow and 6 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.
New Lead Created
Triggers when a new lead is created.
New Contact Added
Triggers when a new contact is created.
New Opportunity Added
Triggers when a new opportunity is created.
Create Lead
Creates a new lead.
Create Contact
Creates a new contact.
Find Lead
Search for leads with advanced filtering options
Create Opportunity
Create a new opportunity.
Find Contact
Search for contacts by name, email, or other criteria with advanced filtering
Custom API Call
Make a custom API call to a specific endpoint
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Start from a supported Close event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
New Lead Created
Finishes with
Create or update a Coherence record
Use a change in Coherence to run a supported Close action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Create Lead
Combine Close with another integration and Coherence records to move information into the same workspace as the people, records, and next steps it affects.
Starts with
New Lead Created
Finishes with
Create Lead, then preserve the outcome in Coherence
The exact authentication fields depend on Close. The workflow structure stays straightforward:
Authorize the Close account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Close or provide a complementary trigger or action.
Close currently provides 3 triggers that can start a workflow and 6 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.
Close currently lists 3 triggers and 6 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported Close triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
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