Agile CRM + Close Integration

Q: Can I automatically create a Close lead when a contact is created in Agile CRM?

You can automatically generate a Close lead whenever a new contact is created in Agile CRM using ready automations on Integrately or by setting up a custom flow with Integrately AI.

Q: Can I connect Agile CRM, Close, and Slack?

You can connect Agile CRM, Close, and Slack together in a multi-step workflow to sync leads and notify your team instantly. It also supports Google Calendar, Calendly, and 1,500+ other apps.

Q: What is a good Zapier alternative for Agile CRM and Close?

Integrately is a fast, cost-effective alternative for connecting Agile CRM and Close with 20 million+ templates, 24/5 live chat support, and built-in AI assistance.

Q: How does Agile CRM data sync with Close?

Agile CRM data syncs with Close by mapping contact creation and deal milestones directly into your sales pipeline. There is a ready automation available to keep your records updated instantly.

Q: Can I update Close opportunities when Agile CRM deals change?

You can update Close opportunities automatically whenever deal milestones change in Agile CRM. Start from a ready template to keep your pipeline in sync.

Q: Do I need coding skills to automate Agile CRM and Close?

You do not need any coding skills to connect Agile CRM and Close. You can use ready automation templates or describe your workflow to Integrately AI.

Q: Is the Agile CRM and Close integration free?

The Agile CRM and Close integration is available on Integrately with a free forever plan so you can start automating your workflows right away.

Integrate Agile CRM to Close in one click, or tell Integrately AI how you want each contact handled. Sync your contacts and deals, update your leads, alert your team, and trigger follow-ups automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Contact is created in Agile CRM
Tag is added to contact in Agile CRM
Deal is created in Agile CRM
Deal milestone is changed in Agile CRM
Task is created in Agile CRM
Event is created in Agile CRM
Case is created in Agile CRM
Opportunity status change activity is updated in Close Instant
Custom activity is created or updated in Close Instant
Lead Status change is created in Close Instant
Export is created in Close Instant
Membership is activated in Close Instant
Email Sequence Subscription created or updated in Close Instant
Lead is created using search query in Close
Lead is created in Close Instant
Contact is created in Close Instant
Contact is updated in Close Instant
Opportunity status change activity is created in Close Instant
Opportunity is created in Close Instant
Email is created in Close Instant
Call record is updated in Close Instant
Call record is created in Close Instant
Task is created in lead in Close Instant
SMS is created in Close Instant
Meeting is created in Close Instant
Note is created in Close

Create contact in Agile CRM
Update contact in Agile CRM
Add score to contact in Agile CRM
Add tag to contact in Agile CRM
Create deal in Agile CRM
Create task in Agile CRM
Add note in Agile CRM
Search contact in Agile CRM
Search company in Agile CRM
Create company in Agile CRM
Subscribe to campaign in Agile CRM
Add event in Agile CRM
Search contact in Close
Update lead in Close
Search lead in Close
Create lead in Close
Update task in Close
Create task in Close
Search task in Close
Search opportunity in Close
Update opportunity in Close
Create opportunity in Close
Create contact in Close
Update contact in Close
Create note in Close
Update note in Close
Search note in Close
Create email in Close
Search user in Close
Create SMS in Close
Create custom activity in Close
Run activity overview report in Close
Delete logged call in Close
Create export in Close
Run sent email report in Close
Subscribe Contact to Email Sequence in Close
Search custom activity in Close
Add address to lead in Close
Delete email in Close
Merge two leads in Close
Create bulk email in Close
Run opportunity report in Close
Create smart view in Close
Run status change report in Close
Toggle Forwarding on Phone Number in Close
Update custom activity in Close
Update smart view in Close
Update email sequence subscription in Close
Delete email address from contact in Close
Create bulk sequence subscription action in Close
Search email sequence subscription in Close
Search number of Leads in Query in Close
Search connected account in Close
Get activity by id in Close
Create call in Close
Update call in Close
Search call in Close

Trusted by experts at...

Ready Workflows for Agile CRM + Close Integration

Capture contacts, update leads, track deals, sync notes, and trigger follow-ups, all in just one click.

Create Close contact for new Agile CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Agile CRM - Close integration, anytime a new Agile CRM contact is created, an Close contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

Activate

Create Close opportunity from new Agile CRM contact

Anytime a new contact is created in your Agile CRM, a new opportunity will automatically be created in your Close. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Agile CRM - Close integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.

Activate

Create Close opportunity for new Agile CRM deal

Agile CRM + Close Integration

Activate

Create Close task for new Agile CRM contact

In Agile CRM, when you create a contact, it automatically creates a task in Close for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.

Activate

Create Close task for new Agile CRM deal

Agile CRM + Close Integration

Activate

When Contact is created in Agile CRM > Check condition > Create contact in Close

Agile CRM + Close Integration

Activate

When Contact is created in Agile CRM > Check condition > Create lead in Close

Agile CRM + Close Integration

Activate

Create Close task for new Agile CRM task

Agile CRM + Close Integration

Activate

Create Close note for new Agile CRM contact

Agile CRM + Close Integration

Activate

1of1

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Connect more apps to your Agile CRM + Close flow

Connect Google Calendar, Calendly, Mailchimp, Slack, Typeform, or Stripe to handle bookings, email campaigns, notifications, and customer data across your stack. Pick a combination and activate it in one click.

Google Calendar (6)

Calendly (5)

Mailchimp (5)

Slack (5)

Typeform (5)

Stripe (5)

Create a Google Calendar event for every new Agile CRM contact, and log the details in Close

New Agile CRM contacts generate a Google Calendar event and log details in Close instantly, eliminating manual scheduling.

When a Google Calendar event is updated, update the matching contact in Agile CRM and update the lead in Close

Updated Google Calendar meetings instantly refresh the matching Agile CRM contact and update the lead in Close.

If an Agile CRM contact has a specific tag, schedule a Google Calendar onboarding meeting and create a lead in Close

Tagged Agile CRM contacts automatically trigger a Google Calendar meeting and create a corresponding lead in Close.

Use ChatGPT to summarise Google Calendar meeting notes, update the Agile CRM contact, and create a note in Close

ChatGPT summarises Google Calendar meeting notes, updates Agile CRM, and logs a detailed note in Close.

When a Google Calendar meeting is scheduled, create an Agile CRM contact, create a lead in Close, and notify your team in Slack

Scheduled Google Calendar meetings create an Agile CRM contact, add a Close lead, and alert your team in Slack.

When a Google Calendar event is completed, update the deal milestone in Agile CRM and update the opportunity in Close

Completed Google Calendar events advance the Agile CRM deal milestone and update the opportunity in Close.

Create an Agile CRM contact for every new Calendly booking and add a lead in Close

New Calendly bookings automatically create an Agile CRM contact and register a new lead in Close.

When a Calendly meeting is canceled, update the deal milestone in Agile CRM and update the opportunity in Close

Canceled Calendly meetings update the Agile CRM deal milestone and adjust the opportunity status in Close.

If a Calendly invitee selects a VIP time slot, create an Agile CRM contact and create a high-priority lead in Close

VIP Calendly bookings create an Agile CRM contact and register a priority lead in Close automatically.

Use Claude to evaluate Calendly booking responses, update the Agile CRM contact, and create a lead in Close

Claude reviews Calendly form answers, updates the Agile CRM contact, and creates a lead in Close.

When a Calendly booking is confirmed, create an Agile CRM contact, create a lead in Close, and notify your sales team in Slack

Confirmed Calendly bookings create an Agile CRM contact, register a lead in Close, and alert Slack.

Add every new Mailchimp subscriber to Agile CRM and create a corresponding lead in Close

New Mailchimp subscribers appear in Agile CRM and create a corresponding lead in Close instantly.

When a Mailchimp subscriber clicks an email campaign link, add a tag in Agile CRM and update the lead in Close

Email link clicks in Mailchimp add a tag in Agile CRM and update the lead in Close.

If a Mailchimp subscriber updates their profile, update the matching Agile CRM contact and update the lead in Close

Updated Mailchimp subscriber profiles refresh the matching Agile CRM contact and update the lead in Close.

Use Gemini to analyse Mailchimp campaign engagement, update Agile CRM, and create a note in Close

Gemini evaluates Mailchimp email engagement, updates Agile CRM, and logs a note in Close.

When a Mailchimp subscriber unsubscribes, update the Agile CRM contact status and update the lead in Close

Unsubscribed Mailchimp users update the Agile CRM contact status and adjust the lead in Close.

Add every new Agile CRM contact to Close, and notify your sales channel in Slack

New Agile CRM contacts create a Close lead and alert your sales channel in Slack instantly.

When an Agile CRM deal milestone changes, update the opportunity in Close and post an update in Slack

Agile CRM deal milestone changes update the Close opportunity and post an update in Slack.

If an Agile CRM task is created with high priority, create a task in Close and alert the management channel in Slack

High-priority Agile CRM tasks create a Close task and alert the management channel in Slack.

Use Perplexity to research new Agile CRM contacts, update Close, and post the profile in Slack

Perplexity researches new Agile CRM contacts, updates Close, and posts the profile in Slack.

When a Close lead is updated, create an Agile CRM task and announce the change in Slack

Updated Close leads create an Agile CRM task and announce the change in Slack.

Turn every Typeform response into an Agile CRM contact and create a lead in Close

Typeform submissions automatically create an Agile CRM contact and register a lead in Close.

When a Typeform survey is completed, update the Agile CRM contact score and update the lead in Close

Completed Typeform surveys update the Agile CRM contact score and update the lead in Close.

If a Typeform respondent selects enterprise tier, create an Agile CRM company and create a priority lead in Close

Enterprise Typeform responses create an Agile CRM company and register a priority lead in Close.

Use Claude to evaluate Typeform feedback, update Agile CRM, and create a note in Close

Claude evaluates Typeform responses, updates Agile CRM, and logs a note in Close.

When a Typeform lead is submitted, create an Agile CRM contact, create a lead in Close, and alert Slack

Submitted Typeform leads create an Agile CRM contact, add a Close lead, and alert Slack.

Create an Agile CRM contact for every new Stripe customer and create a lead in Close

New Stripe customers automatically create an Agile CRM contact and open a lead in Close.

When a Stripe payment succeeds, create an Agile CRM deal and update the opportunity in Close

Successful Stripe payments create an Agile CRM deal and update the opportunity in Close.

If a Stripe subscription is canceled, update the Agile CRM contact and update the lead in Close

Canceled Stripe subscriptions update the Agile CRM contact and update the lead in Close.

Use ChatGPT to analyze Stripe billing events, update Agile CRM, and log a note in Close

ChatGPT analyzes Stripe billing events, updates Agile CRM, and logs a note in Close.

When a Stripe invoice is paid, create an Agile CRM deal, update the opportunity in Close, and alert Slack

Paid Stripe invoices create an Agile CRM deal, update the Close opportunity, and alert Slack.

Supported triggers and actions for Agile CRM and Close

Mix and match to build the exact automation you need

Agile CRM Triggers & Actions

Contact is created in Agile CRM

Triggers the automation when a new contact is created

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Tag is added to contact in Agile CRM

Triggers the automation when a tag is added

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Deal is created in Agile CRM

Triggers the automation when a deal is created

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Deal milestone is changed in Agile CRM

Triggers the automation when a deal milestone is changed

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Task is created in Agile CRM

Triggers the automation when a new task is created

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Event is created in Agile CRM

Triggers the automation when a new event is created

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Case is created in Agile CRM

Triggers the automation when a new case is created

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Close Triggers & Actions

Instant

Opportunity status change activity is updated in Close

Triggers the automation when the status of any opportunity changes

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Instant

Custom activity is created or updated in Close

Triggers the automation when a custom activity is created or updated

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Instant

Lead Status change is created in Close

Triggers the automation when the status of a lead changes

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Instant

Export is created in Close

Triggers the automation when a new export occurs

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Instant

Membership is activated in Close

Triggers the automation when a membership is activated

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Instant

Email Sequence Subscription created or updated in Close

Triggers the automation when a subscriber is added or updated

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Lead is created using search query in Close

Triggers the automation when a new lead has been added based on search criteria

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Instant

Lead is created in Close

Triggers the automation when a new lead is created

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Instant

Contact is created in Close

Triggers the automation when a new contact is created

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Instant

Contact is updated in Close

Triggers the automation when a contact is updated

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Instant

Opportunity status change activity is created in Close

Triggers the automation when the status of any opportunity changes

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Instant

Opportunity is created in Close

Triggers the automation when any opportunity is updated

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Instant

Email is created in Close

Triggers the automation when a new email is created

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Instant

Call record is updated in Close

Triggers the automation when call details are modified

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Instant

Call record is created in Close

Triggers the automation when a new call record is created

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Instant

Task is created in lead in Close

Triggers the automation when a new task is created for any lead

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Instant

SMS is created in Close

Triggers the automation when a SMS is created

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Instant

Meeting is created in Close

Triggers the automation when a new meeting is scheduled

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Note is created in Close

Triggers the automation when a new note is created

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Search contact in Close

Finds and retrieves contact information

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Update lead in Close

Updates the lead information

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Search lead in Close

Retrieves information for a particular lead

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Create lead in Close

Generates new leads for potential customers

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Update task in Close

Updates the task

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Create task in Close

Creates a new task

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Search task in Close

Searches for a task

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Search opportunity in Close

Searches for a opportunity

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Update opportunity in Close

Updates the opportunity

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Create opportunity in Close

Creates a new instance of the support system

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Create contact in Close

Adds a new contact to the database

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Update contact in Close

Updates contact information

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Create note in Close

Creates a new note in the particular format

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Update note in Close

Updates a note

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Search note in Close

Searches for a note

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Create email in Close

Adds a new contact to the contact list

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Search user in Close

Searches for a user

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Create SMS in Close

Creates a new sms

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Create custom activity in Close

Logs a new custom activity

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Run activity overview report in Close

Runs an activity overview report

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Delete logged call in Close

Removes a recorded phone conversation

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Create export in Close

Generates a new data export

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Run sent email report in Close

Runs a sent email report

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Subscribe Contact to Email Sequence in Close

Subscribes a contact to an email sequence

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Search custom activity in Close

Searches for a custom activity

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Add address to lead in Close

Updates lead information with address details

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Delete email in Close

Deletes particular emails from inbox

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Merge two leads in Close

Merges two leads

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Create bulk email in Close

Sends multiple emails to a list of recipients using a pre-set template

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Run opportunity report in Close

Runs an opportunity report

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Create smart view in Close

Creates a new smart view

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Run status change report in Close

Runs a status change report

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Toggle Forwarding on Phone Number in Close

Toggles forwarding on a phone number

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Update custom activity in Close

Updates a particular custom activity with new information

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Update smart view in Close

Updates smart view

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Update email sequence subscription in Close

Updates an email sequence subscription

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Delete email address from contact in Close

Removes an email address from a contact list

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Create bulk sequence subscription action in Close

Subscribes multiple leads to an email sequence in bulk

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Search email sequence subscription in Close

Searches for an email sequence subscription

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Search number of Leads in Query in Close

Searches for the number of leads in a query

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Search connected account in Close

Searches for linked accounts to streamline account management

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Get activity by id in Close

Retrieves a activity details by its id

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Create call in Close

Initiates a call to the recipient

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Update call in Close

Updates call information

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Search call in Close

Searches for a call

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What can you automate with Agile CRM + Close?

Streamline your sales pipeline by automating contact creation, lead syncs, deal updates, and team notifications between Agile CRM and Close.

Get Started For Free

🚀

Create a Close lead from every new Agile CRM contact

Automatically generate a new lead in Close whenever a contact is created in Agile CRM. Eliminate manual copy-pasting and ensure immediate outreach for every prospect.

📋

Capture every submitted contact field and custom attribute

Map all available contact details and custom attributes into separate fields instead of only a name and email. Your CRM records become a more complete source for review and follow-up.

🔔

Alert your sales team in Slack the moment a lead arrives

Post instant notifications to your sales channel whenever a new contact or deal is registered. Keep your entire team informed and ready to respond without delay.

🔀

Route records based on submitted tags and lead tier

Send VIP prospects to priority queues and standard inquiries to regular pipelines based on specific tags submitted in Agile CRM. Automate your qualification logic effortlessly.

🔄

Keep your destination records updated as details change

Synchronize updates across platforms so that modified contact details and status changes reflect instantly in both Agile CRM and Close without manual intervention.

🛡️

Search and update instead of creating duplicate records

Check existing databases before creating new entries to prevent duplicate contacts and cluttered pipelines. Keep your customer records clean and unified.

🏷️

Handle later status changes like deal won or lost

Automatically adjust opportunity stages and update milestone trackers when deals progress or close. Keep your pipeline forecasts accurate in real time.

🌐

Extend your workflow with popular third-party apps

Connect your core automation to Slack, Google Calendar, or Stripe to trigger downstream tasks, schedule onboarding calls, and track payments seamlessly.

And much more...

Who is Agile CRM + Close integration for?

Revenue teams and sales professionals eliminate manual data entry, streamline pipeline tracking, and keep customer records synchronized across Agile CRM and Close.

Performance marketers

Sales reps

Account managers

Operations teams

Sales managers

Customer success leads

📈

Performance marketers

You're running campaigns across multiple lead sources but your tracking records only update when someone manually exports contacts, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new contact lands in your sales CRM instantly and your pipeline data stays current.

⚡

Sales reps

You need to act fast on new inquiries, but you find out about deals too late because lead details are stuck in marketing tools — automating both apps means every prospect is created in your workspace the moment they sign up so you can initiate outreach immediately.

🤝

Account managers

You answer to clients who want to see real-time progress on deals, but manual status updates leave your reports looking outdated — connecting these apps means pipeline stages and task statuses match across platforms automatically without extra administrative overhead.

📊

Operations teams

The volume of inbound prospects is too high for anyone to keep up with by hand, leading to missed follow-ups and scattered records — this integration ensures every contact, deal, and task flows smoothly between platforms without manual intervention.

🔄

Sales managers

You own the next step in the sales pipeline and depend on upstream teams to hand over complete lead details, but missing fields delay your outreach — automating both apps guarantees every submission arrives with all custom data intact and ready for action.

🗂️

Customer success leads

You need a reliable customer history, but you keep finding gaps between marketing records and sales notes that hinder client onboarding — connecting these apps means every interaction is logged in one unified timeline for complete visibility.

Try This Integration – No Code Needed

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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Agile CRM + Close

Build and manage your Agile CRM + Close automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Agile CRM + Close with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

20M+ Ready Automations

Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

AI that builds your automations

Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.

24x5 Live Chat Support

Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.

Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

Secure by design

SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.

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Frequently Asked Questions

How do I connect Agile CRM to Close?

You can connect Agile CRM to Close in 1 click using ready templates on Integrately or by asking Integrately AI to build your workflow. It links your CRM data with tools like Slack, Google Calendar, and Calendly instantly.

Can I automatically create a Close lead when a contact is created in Agile CRM?

Can I connect Agile CRM, Close, and Slack?

What is a good Zapier alternative for Agile CRM and Close?

How does Agile CRM data sync with Close?

Can I update Close opportunities when Agile CRM deals change?

Do I need coding skills to automate Agile CRM and Close?

Is the Agile CRM and Close integration free?

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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Agile CRM or Close With 1500+ Other Apps

Popular Agile CRM Integrations

Connect Agile CRM to marketing, email, and support tools to manage campaigns and customer relationships across your stack.

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No popular apps found

Popular Close Integrations

Sync Close with accounting, project management, and communication tools to keep sales data working across your team.

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Agile CRM + Close Integration

Integrate Agile CRM to Close in one click, or tell Integrately AI how you want each contact handled. Sync your contacts and deals, update your leads, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Agile CRM + Close Integration

Capture contacts, update leads, track deals, sync notes, and trigger follow-ups, all in just one click.

Create Close contact for new Agile CRM contact

Create Close opportunity from new Agile CRM contact

Create Close opportunity for new Agile CRM deal

Create Close task for new Agile CRM contact

Create Close task for new Agile CRM deal

When Contact is created in Agile CRM > Check condition > Create contact in Close

When Contact is created in Agile CRM > Check condition > Create lead in Close

Create Close task for new Agile CRM task

Create Close note for new Agile CRM contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Agile CRM + Close flow

Connect Google Calendar, Calendly, Mailchimp, Slack, Typeform, or Stripe to handle bookings, email campaigns, notifications, and customer data across your stack. Pick a combination and activate it in one click.

Supported triggers and actions for Agile CRM and Close

Mix and match to build the exact automation you need

What can you automate with Agile CRM + Close?

Streamline your sales pipeline by automating contact creation, lead syncs, deal updates, and team notifications between Agile CRM and Close.

Who is Agile CRM + Close integration for?

Revenue teams and sales professionals eliminate manual data entry, streamline pipeline tracking, and keep customer records synchronized across Agile CRM and Close.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Agile CRM + Close

Build and manage your Agile CRM + Close automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Agile CRM or Close With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Agile CRM + Close Integration

Integrate Agile CRM to Close in one click, or tell Integrately AI how you want each contact handled. Sync your contacts and deals, update your leads, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Agile CRM + Close Integration

Capture contacts, update leads, track deals, sync notes, and trigger follow-ups, all in just one click.

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Agile CRM + Close flow

Connect Google Calendar, Calendly, Mailchimp, Slack, Typeform, or Stripe to handle bookings, email campaigns, notifications, and customer data across your stack. Pick a combination and activate it in one click.

Supported triggers and actions for Agile CRM and Close

Mix and match to build the exact automation you need

What can you automate with Agile CRM + Close?

Streamline your sales pipeline by automating contact creation, lead syncs, deal updates, and team notifications between Agile CRM and Close.

Who is Agile CRM + Close integration for?

Revenue teams and sales professionals eliminate manual data entry, streamline pipeline tracking, and keep customer records synchronized across Agile CRM and Close.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Agile CRM + Close

Build and manage your Agile CRM + Close automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Agile CRM or Close With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click