Beamer + Close Integration

Integrate Beamer to Close in one click, or tell Integrately AI how you want each lead handled. Create leads, update contacts, log activities, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Beamer
    Post is created in Beamer Instant
  • Beamer
    NPS response is received in Beamer Instant
  • Beamer
    Comment is created in Beamer Instant
  • Beamer
    Reaction is received in Beamer Instant
  • Close
    Opportunity status change activity is updated in Close Instant
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change activity is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
Arrow Right
2.
  • Beamer
    Create post in Beamer
  • Close
    Search contact in Close
  • Close
    Update lead in Close
  • Close
    Search lead in Close
  • Close
    Create lead in Close
  • Close
    Update task in Close
  • Close
    Create task in Close
  • Close
    Search task in Close
  • Close
    Search opportunity in Close
  • Close
    Update opportunity in Close
  • Close
    Create opportunity in Close
  • Close
    Create contact in Close
  • Close
    Update contact in Close
  • Close
    Create note in Close
  • Close
    Update note in Close
  • Close
    Search note in Close
  • Close
    Create email in Close
  • Close
    Search user in Close
  • Close
    Create SMS in Close
  • Close
    Create custom activity in Close
  • Close
    Run activity overview report in Close
  • Close
    Delete logged call in Close
  • Close
    Create export in Close
  • Close
    Run sent email report in Close
  • Close
    Subscribe Contact to Email Sequence in Close
  • Close
    Search custom activity in Close
  • Close
    Add address to lead in Close
  • Close
    Delete email in Close
  • Close
    Merge two leads in Close
  • Close
    Create bulk email in Close
  • Close
    Run opportunity report in Close
  • Close
    Create smart view in Close
  • Close
    Run status change report in Close
  • Close
    Toggle Forwarding on Phone Number in Close
  • Close
    Update custom activity in Close
  • Close
    Update smart view in Close
  • Close
    Update email sequence subscription in Close
  • Close
    Delete email address from contact in Close
  • Close
    Create bulk sequence subscription action in Close
  • Close
    Search email sequence subscription in Close
  • Close
    Search number of Leads in Query in Close
  • Close
    Search connected account in Close
  • Close
    Get activity by id in Close
  • Close
    Create call in Close
  • Close
    Update call in Close
  • Close
    Search call in Close

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Beamer + Close Integration

Capture new posts, update leads, track reactions, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Beamer + Close Integration

Create Close contact for new Beamer nps response

When someone completes your Beamer, a new contact is automatically created in your Close. This way, you can quickly follow up with the nps response and turn them into a customer!

Plus, all of the information from the Beamer is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Beamer - Close integration set up makes it easy to manage your customer relationships and grow your business.
See more
Beamer + Close Integration

Create Close opportunity for new Beamer nps response

Integrating your Close with your Beamer, can help you automatically create new opportunitys based on nps responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Beamer - Close integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
See more
Beamer + Close Integration

Create Close task for new Beamer nps response

It's important to stay on top of your customer relationships, and one way to do that is to create Close tasks for new Beamer nps responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Close task for new Beamer nps response received today - your customers will thank you for it!
See more
Beamer + Close Integration

Create Close task for new Beamer post

Close and Beamer are both incredibly powerful tools on their own, but when you put them together, they're a force to be reckoned with.

When you create a post in Beamer, this integration will automatically create a task in Close so you can keep track of what you need to do.

This can help ensure that your post are properly prioritized and that you don't forget any important steps.
See more
  • 1of2
Got a different task in mind? Describe it

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

Connect more apps to your Beamer + Close flow

Connect your CRM, messaging, and scheduling tools to extend your core automation and streamline team communication. Pick a combination and activate it in one click.

Beamer
Close
+
SlackSlack (8)
+
Google CalendarGoogle Calendar (5)
+
CalendlyCalendly (4)
+
TypeformTypeform (4)
+
HubSpotHubSpot (4)
+
MailchimpMailchimp (4)
B
C
S
Create a Close lead when a Beamer post is created, and notify your sales channel in Slack
New Beamer posts immediately create a lead in Close and alert your sales channel in Slack, so your team never misses an update.
B
C
S
Log every Beamer NPS response in Close as a contact note, and alert your support team in Slack
Customer feedback from Beamer NPS responses is logged directly into Close while Slack notifies your support team instantly.
B
C
S
Create a task in Close when a Beamer comment is created, and notify your team in Slack
User comments left in Beamer generate follow-up tasks in Close while your team receives an instant alert in Slack.
B
C
S
Update contact records in Close when a Beamer reaction is received, and post an alert in Slack
Track Beamer user reactions by updating contact records in Close and notifying your team in Slack.
B
C
S
If a Beamer NPS response is high, create a priority lead in Close and alert sales in Slack
High NPS scores from Beamer trigger priority lead creation in Close and immediate notification in Slack.
C
B
S
When a Close lead status changes to closed, create a celebratory post in Beamer and notify Slack
Closed deals in Close trigger celebratory notifications in Beamer and your team's Slack channel.
B
C
S
Use ChatGPT to summarise every Beamer NPS response, save the summary in Close, and post it in Slack
ChatGPT summarises Beamer NPS feedback, saves the insights in Close, and shares the brief in Slack.
B
C
H
S
Turn every Beamer comment into a Close lead, create a HubSpot deal, and announce it in Slack
Beamer comments become Close leads, create deals in HubSpot, and trigger team announcements in Slack.

Supported triggers and actions for Beamer and Close

Mix and match to build the exact automation you need

Beamer
Beamer Triggers & Actions
Instant
Post is created in Beamer
Triggers the automation when a new post is created
Try it →
Instant
NPS response is received in Beamer
Triggers the automation when a new NPS (Net Promoter Score) response is received
Try it →
Instant
Comment is created in Beamer
Triggers the automation when a new comment is added
Try it →
Instant
Reaction is received in Beamer
Triggers the automation when a new reaction is received
Try it →
Create post in Beamer
Creates and publish a new post
Try it →
Close
Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
Try it →
Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
Try it →
Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
Try it →
Instant
Export is created in Close
Triggers the automation when a new export occurs
Try it →
Instant
Membership is activated in Close
Triggers the automation when a membership is activated
Try it →
Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
Try it →
Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
Try it →
Instant
Lead is created in Close
Triggers the automation when a new lead is created
Try it →
Instant
Contact is created in Close
Triggers the automation when a new contact is created
Try it →
Instant
Contact is updated in Close
Triggers the automation when a contact is updated
Try it →
Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
Try it →
Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
Try it →
Instant
Email is created in Close
Triggers the automation when a new email is created
Try it →
Instant
Call record is updated in Close
Triggers the automation when call details are modified
Try it →
Instant
Call record is created in Close
Triggers the automation when a new call record is created
Try it →
Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
Try it →
Instant
SMS is created in Close
Triggers the automation when a SMS is created
Try it →
Instant
Meeting is created in Close
Triggers the automation when a new meeting is scheduled
Try it →
Note is created in Close
Triggers the automation when a new note is created
Try it →
Search contact in Close
Finds and retrieves contact information
Try it →
Update lead in Close
Updates the lead information
Try it →
Search lead in Close
Retrieves information for a particular lead
Try it →
Create lead in Close
Generates new leads for potential customers
Try it →
Update task in Close
Updates the task
Try it →
Create task in Close
Creates a new task
Try it →
Search task in Close
Searches for a task
Try it →
Search opportunity in Close
Searches for a opportunity
Try it →
Update opportunity in Close
Updates the opportunity
Try it →
Create opportunity in Close
Creates a new instance of the support system
Try it →
Create contact in Close
Adds a new contact to the database
Try it →
Update contact in Close
Updates contact information
Try it →
Create note in Close
Creates a new note in the particular format
Try it →
Update note in Close
Updates a note
Try it →
Search note in Close
Searches for a note
Try it →
Create email in Close
Adds a new contact to the contact list
Try it →
Search user in Close
Searches for a user
Try it →
Create SMS in Close
Creates a new sms
Try it →
Create custom activity in Close
Logs a new custom activity
Try it →
Run activity overview report in Close
Runs an activity overview report
Try it →
Delete logged call in Close
Removes a recorded phone conversation
Try it →
Create export in Close
Generates a new data export
Try it →
Run sent email report in Close
Runs a sent email report
Try it →
Subscribe Contact to Email Sequence in Close
Subscribes a contact to an email sequence
Try it →
Search custom activity in Close
Searches for a custom activity
Try it →
Add address to lead in Close
Updates lead information with address details
Try it →
Delete email in Close
Deletes particular emails from inbox
Try it →
Merge two leads in Close
Merges two leads
Try it →
Create bulk email in Close
Sends multiple emails to a list of recipients using a pre-set template
Try it →
Run opportunity report in Close
Runs an opportunity report
Try it →
Create smart view in Close
Creates a new smart view
Try it →
Run status change report in Close
Runs a status change report
Try it →
Toggle Forwarding on Phone Number in Close
Toggles forwarding on a phone number
Try it →
Update custom activity in Close
Updates a particular custom activity with new information
Try it →
Update smart view in Close
Updates smart view
Try it →
Update email sequence subscription in Close
Updates an email sequence subscription
Try it →
Delete email address from contact in Close
Removes an email address from a contact list
Try it →
Create bulk sequence subscription action in Close
Subscribes multiple leads to an email sequence in bulk
Try it →
Search email sequence subscription in Close
Searches for an email sequence subscription
Try it →
Search number of Leads in Query in Close
Searches for the number of leads in a query
Try it →
Search connected account in Close
Searches for linked accounts to streamline account management
Try it →
Get activity by id in Close
Retrieves a activity details by its id
Try it →
Create call in Close
Initiates a call to the recipient
Try it →
Update call in Close
Updates call information
Try it →
Search call in Close
Searches for a call
Try it →

What can you automate with Beamer + Close?

Streamline your workflows by turning user engagement events into actionable sales records instantly.

What you can automate?
Capture new Beamer posts as leads in Close instantly
Automatically create a new lead in Close whenever a post is created in Beamer. Eliminate manual data entry and ensure your sales team sees every update right away.
📝
Log NPS responses and user comments as contact notes
Map NPS survey ratings and comments from Beamer directly into Close contact notes. Keep your customer context rich and easily accessible for follow-up.
🔔
Alert your team about crucial user interactions
Trigger instant notifications in your team channels whenever high-value engagement occurs in Beamer, ensuring rapid sales response times.
🔀
Route leads based on specific engagement criteria
Create different lead priorities or tasks in Close depending on the specific score or feedback submitted through Beamer NPS responses.
🔄
Keep contact records updated as activities change
Ensure your Close contact records reflect the latest reactions and comments from Beamer users without lifting a finger.
👥
Prevent duplicate records with smart search and update
Search existing Close records before creating new leads or tasks, keeping your CRM database clean and organized.
📅
Manage follow-up tasks for closed and won deals
Automatically update task statuses and trigger follow-up operations in Close whenever deal milestones or customer statuses change.
🌐
Extend your workflow with powerful third-party apps
Connect Slack, HubSpot, or Mailchimp to your Beamer and Close core automation to build multi-step operational pipelines.
And much more...

Who is Beamer + Close integration for?

Connecting Beamer and Close helps product, sales, and marketing teams streamline lead capture and follow-up without manual data entry.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Customer success managers
Customer success managers
Product managers
Product managers
Account executives
Account executives
RevOps specialists
RevOps specialists
📈
Performance marketers
You're running campaigns and sharing updates in Beamer, but your sales pipeline data only updates when someone manually exports leads, so your conversion metrics are always hours behind — with this integration, every engagement event lands in Close instantly and your tracking stays current.
💼
Sales representatives
You need to act fast on incoming prospect interactions, but user comments and reactions sit unread in your changelog until it's too late — automating both apps means every comment creates a lead in Close immediately, so you can reach out while interest is peak.
Customer success managers
You rely on NPS scores and user feedback to gauge satisfaction, but survey responses rarely make it into your CRM before churn risks materialize — connecting these apps means every rating updates contact notes instantly and your team can intervene right away.
🚀
Product managers
The volume of feature requests and comments from Beamer is too high for anyone to keep up by hand, leaving valuable user insights trapped outside your CRM — this integration means every interaction flows straight into Close as actionable data.
🎯
Account executives
You depend on marketing updates to hand over warm prospects, but manual lead creation delays your outreach by days — with this integration, every interested user becomes a tracked lead in Close the moment they engage with your updates.
⚙️
RevOps specialists
You need a reliable history of user engagement across all tools, but manual record-keeping leaves persistent gaps in your pipeline attribution — automating both apps means every Beamer post and reaction syncs cleanly into Close without missing a step.
Our team

Ready Workflows Did you know?

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 Beamer + Close

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

1,500+ apps connected
1,500+ apps connected
Connect Beamer + Close with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Beamer to Close?
Frequently Asked Questions
You can connect Beamer to Close in 1 click using Integrately. Choose from ready-made templates or use Integrately AI to build custom workflows linking Beamer, Close, Slack, HubSpot, and other apps effortlessly.
Can I automatically create Close leads from new Beamer posts?
Frequently Asked Questions
Can I connect Beamer, Close, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Beamer and Close?
Frequently Asked Questions
How does Beamer data sync with Close?
Frequently Asked Questions
Can I sync Close activities back to Beamer?
Frequently Asked Questions
Do I need coding skills to automate Beamer and Close?
Frequently Asked Questions
Is the Beamer and Close integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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 Beamer or Close With 1500+ Other Apps

Beamer
Popular Beamer Integrations
Connect Beamer to marketing, analytics, and content tools to track user engagement and broadcast updates.
See All
Beamer Integrations arrow right
No popular apps found
Close
Popular Close Integrations
Sync Close with communication, billing, and project management tools to keep your sales pipeline moving.
See All
Close Integrations arrow right
No popular apps found