Create Close contact for new ChargeOver contact
ChargeOver + Close Integration
ChargeOver + Close Integration
Integrate ChargeOver to Close in one click, or tell Integrately AI how you want each customer handled. Sync customer records, update opportunities, alert your sales team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Customer is created in ChargeOver Instant- Customer is updated in ChargeOver Instant
- Contact is created in ChargeOver Instant
- Contact is updated in ChargeOver Instant
- Transaction is added in ChargeOver Instant
- Transaction status is changed in ChargeOver Instant
- Status of quote is changed in ChargeOver Instant
- Quote is created in ChargeOver Instant
- Invoice status is changed in ChargeOver Instant
- Invoice is created in ChargeOver Instant
- Item is created in ChargeOver Instant
- Subscribption is added in ChargeOver Instant
- Subscription status is changed in ChargeOver Instant
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
2.
- Create customer in ChargeOver
- Search customer by name in ChargeOver
- Update customer in ChargeOver
- Create subscription in ChargeOver
- Cancel a subscription in ChargeOver
- Search subscription by customer id in ChargeOver
- Create contact in ChargeOver
- Search contact by first name in ChargeOver
- Create a quote in ChargeOver
- Search quote by customer id in ChargeOver
- Search transaction by customer id in ChargeOver
- Search item by name in ChargeOver
- Search invoice by customer id in ChargeOver
- Create an invoice in ChargeOver
- 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 ChargeOver + Close Integration
Create leads from new customers, update opportunity stages, sync billing transactions, notify your team, and trigger follow-ups, all in just one click.
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ChargeOver + Close Integration
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ChargeOver + Close Integration
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ChargeOver + Close Integration
When Contact is created in ChargeOver > Search user in Close > Check any condition > Create contact in Close
ChargeOver + Close Integration
When Contact is created in ChargeOver > Search user in Close > Check any condition > Create lead in Close
ChargeOver + Close Integration
When Contact is created in ChargeOver > Search lead in Close > Check any condition > Create contact in Close
ChargeOver + Close Integration
When Contact is created in ChargeOver > Search lead in Close > Check any condition > Create lead in Close
ChargeOver + Close Integration
When Customer is created in ChargeOver > Search user in Close > Check any condition > Create contact in Close
ChargeOver + Close Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your ChargeOver + Close flow
Connect payment processors, CRMs, accounting tools, and messaging channels to extend your billing and sales workflows. Pick a combination and activate it in one click.
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Stripe (3)
Stripe (3) +
HubSpot (3)
HubSpot (3) +
QuickBooks Online (3)
QuickBooks Online (3) +
Gmail (3)
Gmail (3) +
Slack (3)
Slack (3) +
Calendly (3)
Calendly (3) C
S
C
When Customer is created in ChargeOver, create a customer in Stripe, and create a lead in Close.
New ChargeOver customers automatically appear in Stripe and create a lead in Close without manual entry.
C
S
C
When Transaction is added in ChargeOver, record the charge in Stripe, and add a note in Close.
Log every ChargeOver transaction in Stripe and attach a summary note to the matching lead in Close.
C
S
C
When Subscription status is changed in ChargeOver, update the subscription in Stripe, and update the lead in Close.
Keep Stripe subscriptions and Close leads updated automatically whenever subscription statuses change in ChargeOver.
Supported triggers and actions for ChargeOver and Close
Mix and match to build the exact automation you need
ChargeOver Triggers & Actions
Instant
Customer is created in ChargeOver
Triggers the automation when a new customer is created
Try it → Instant
Customer is updated in ChargeOver
Triggers the automation when customer details are updated
Try it → Instant
Contact is created in ChargeOver
Triggers the automation when a new contact is created
Try it → Instant
Transaction is added in ChargeOver
Triggers the automation when a new transaction occurs
Try it → Instant
Transaction status is changed in ChargeOver
Triggers the automation when the status of a transaction is updated
Try it → Instant
Status of quote is changed in ChargeOver
Triggers the automation when the status of a quote changes
Try it → Instant
Invoice status is changed in ChargeOver
Triggers the automation when the status of any invoice is updated
Try it → Instant
Invoice is created in ChargeOver
Triggers the automation when any invoice is added or modified
Try it → Instant
Subscribption is added in ChargeOver
Triggers the automation when a subscription is added
Try it → Instant
Subscription status is changed in ChargeOver
Triggers the automation when a subscription status is changed
Try it → 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
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
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
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 → What can you automate with ChargeOver + Close?
Streamline your billing and sales operations with powerful automated workflows connecting ChargeOver and Close.
⚡
Create CRM leads from new billing customers
Automatically generate a new lead in Close the exact moment a customer is created in ChargeOver. Eliminate manual copying and ensure sales teams can follow up immediately.
📝
Capture every submitted billing field
Map all available customer and invoice details from ChargeOver into your Close lead records. Maintain complete data integrity across your entire sales and billing stack.
🔔
Notify your sales team instantly on payment
Trigger instant team notifications whenever a transaction is added or an invoice is paid in ChargeOver. Keep everyone informed of critical financial milestones.
🔀
Route leads based on invoice amounts
Perform different follow-up actions depending on transaction values or subscription tiers submitted in ChargeOver. Tailor your sales outreach automatically.
🔄
Keep CRM customer records up to date
Automatically update existing Close leads whenever customer contact details or billing statuses change in ChargeOver. Prevent outdated contact information.
🔍
Search and update instead of creating duplicates
Check for existing customer profiles in Close before creating new records from ChargeOver events. Maintain clean database organization effortlessly.
💳
Handle later subscription and payment status changes
Manage subscription cancellations, renewals, and invoice status updates by automatically adjusting lead stages in Close. Keep pipeline metrics accurate.
💬
Extend your billing workflow to Slack
Connect ChargeOver and Close workflows with Slack to alert internal channels whenever critical customer billing events take place.
And much more...
Who is ChargeOver + Close integration for?
Connect ChargeOver and Close to eliminate manual data entry, streamline billing workflows, and keep sales teams aligned with real-time customer financial updates.
Billing managers
Sales representatives
Account executives
Operations managers
Customer success leads
Finance directors
📊
Billing managers
You are managing customer billing workflows in ChargeOver, but your sales team only finds out about payment updates during weekly syncs, so follow-ups are delayed by days — automating both apps means every transaction update flows straight into your CRM so your team acts instantly.
⚡
Sales representatives
You need to act fast on new client acquisitions, but customer details remain trapped in billing invoices until someone copies them over manually — connecting these apps means every new customer automatically generates a complete CRM lead the moment billing records are created.
🤝
Account executives
You answer to clients who expect seamless communication regarding their subscription status, but tracking account changes across separate tools creates delays — automating both apps means every subscription update instantly reflects in your pipeline so client discussions remain accurate.
📈
Operations managers
The transaction volume is too high for anyone to keep up by hand, leading to missed billing entries and fragmented sales pipelines — this integration means every invoice and payment syncs automatically without requiring manual reconciliation.
🔄
Customer success leads
You own the client onboarding step and depend on billing teams to hand over account details before you can reach out — automating both apps means customer records flow instantly from billing to CRM the second an account is created.
📁
Finance directors
You need a reliable transaction history and keep finding gaps between what is billed and what is recorded in the CRM — this integration means every financial event is accurately captured and logged against the correct customer profile.
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 ChargeOver + Close
Build and manage your ChargeOver + Close automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ChargeOver + 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.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect ChargeOver + Close Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect ChargeOver to Close?
You can connect ChargeOver to Close in 1 click using ready workflows on Integrately, or use Integrately AI to build your custom automation. It connects seamlessly with other popular apps like Stripe, HubSpot, and Slack.
Can I automatically create Close leads when new customers are added in ChargeOver?
Can I connect ChargeOver, Close, and Slack?
What is a good Zapier alternative for ChargeOver and Close?
How are customer updates handled between ChargeOver and Close?
Can I sync billing transactions from ChargeOver into Close notes?
Do I need coding skills to automate ChargeOver and Close?
Is the ChargeOver and Close integration free?
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