Chatter + Close Integration

Integrate Chatter to Close in one click, or tell Integrately AI how you want each lead handled. Capture conversations, create leads in Close, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Chatter
    Post is created in feed in Chatter
  • Chatter
    Group is created in Chatter
  • Chatter
    Topic is created in Chatter
  • 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.
  • Chatter
    Create post in feed in Chatter
  • 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

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Ready WorkflowsReady Workflows Β  for Chatter + Close Integration

Capture team conversations, create leads, update contact details, and trigger follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Chatter + Close flow

Sync team conversations with your messaging, CRM, and email tools to keep pipeline data moving. Pick a combination and activate it in one click.

Chatter
Close
+
SlackSlack (4)
+
PipedrivePipedrive (3)
+
GmailGmail (3)
+
CalendlyCalendly (3)
+
MailchimpMailchimp (3)
+
StripeStripe (3)
C
C
S
When a new post is created in Chatter, create a lead in Close, and notify your team on Slack.
Every Chatter post becomes a new lead in Close instantly while Slack alerts your sales channel, so reps never miss a conversation.
C
C
S
When a lead is created in Close, create a post in feed in Chatter, and notify your team on Slack.
New Close leads appear in Chatter automatically and alert your team on Slack to start collaboration immediately.
C
S
When an opportunity is created in Close, update the lead in Close, and post an alert in Slack.
New opportunities trigger lead updates and immediate Slack alerts so your entire revenue team stays informed.
C
C
S
Use Claude to analyse new Chatter posts, create a lead in Close if qualified, and alert Slack.
Claude evaluates Chatter posts for buyer intent, creates qualified leads in Close, and notifies your sales channel on Slack.

Supported triggers and actions for Chatter and Close

Mix and match to build the exact automation you need

Chatter
Chatter Triggers & Actions
Post is created in feed in Chatter
Triggers the automation when a new post is created in the feed
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Group is created in Chatter
Triggers the automation when a new group is created
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Topic is created in Chatter
Triggers the automation when a new topic is created
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Create post in feed in Chatter
Creates a new post in the feed
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Close
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
Try it β†’

What can you automate with Chatter + Close?

Streamline your sales communication by automatically turning team conversations into tracked deals and updated records.

What you can automate?
πŸ”„
Turn Chatter posts into tracked Close leads
Every conversation in Chatter can instantly generate a new lead in Close without requiring manual copying or data entry. Your sales team can focus on engagement instead of administrative tasks.
πŸ“‹
Capture every submitted custom activity
Map all available lead details and custom activities from Close into your communication platform. Your team reviews comprehensive data for every prospect.
πŸ””
Alert your team the moment deals change
Notify sales channels immediately whenever opportunity statuses update or new leads arrive. Eliminate communication delays across divisions.
πŸ”€
Route records based on submitted field criteria
Send leads to different pipelines or assign specific tasks depending on the values submitted in your custom fields. Tailor your workflow automatically.
πŸ“ˆ
Keep your CRM destination records up to date
Synchronize lead updates, contact edits, and opportunity milestones between apps automatically. Your database remains accurate at all times.
πŸ”—
Add or update records without creating duplicates
Search existing contacts and leads before writing new entries, updating current records when matches occur. Clean data replaces messy duplicates.
πŸ’°
Handle later opportunity status changes
Trigger automated follow-ups, team notifications, or task updates whenever a deal is won, lost, or moves to a new stage. Keep revenue tracking precise.
🌐
Extend your sales flow to messaging tools
Connect Chatter and Close with tools like Slack to notify stakeholders, create tasks, and manage cross-platform handoffs seamlessly.
And much more...

Who is Chatter + Close integration for?

Sales teams and managers coordinating pipeline activity across communication tools and CRMs benefit by eliminating manual copying, keeping every deal updated instantly.

Revenue Operations Managers
Revenue Operations Managers
Inside Sales Representatives
Inside Sales Representatives
Account Executives
Account Executives
Sales Development Teams
Sales Development Teams
Sales Operations Specialists
Sales Operations Specialists
CRM Administrators
CRM Administrators
πŸ“ˆ
Revenue Operations Managers
You're reviewing team chatter to track team alignment, but closing metrics only update when reps manually log deals in Close, so your pipeline reports are always hours behind β€” with this integration, every discussion translates instantly into updated CRM records.
⚑
Inside Sales Representatives
You're constantly monitoring Chatter for prospect questions, but you find out about inbound opportunities too late after other reps have already claimed them β€” connecting these apps means every new lead lands in your CRM the second it appears.
🀝
Account Executives
You answer to sales directors who expect immediate visibility over deal progression, but manual status logging slows down your day β€” automating both apps means your deal stages and client notes sync without requiring manual data entry.
πŸ“Š
Sales Development Teams
The volume of inbound conversations in Chatter is too high for anyone to keep up by hand, leading to missed follow-ups and lost prospects β€” integrating these apps means high-volume lead capture runs automatically around the clock.
πŸ”„
Sales Operations Specialists
You own the next step in the pipeline and depend on team members upstream to hand over lead details correctly, but manual transcription errors cause constant delays β€” with this integration, every lead handover happens instantly and accurately.
πŸ›‘οΈ
CRM Administrators
You need a reliable customer history in Close but keep finding critical gaps left by team members who forgot to log discussions β€” automating both apps means your CRM maintains a complete, continuous record of every conversation.
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 Chatter + Close

Build and manage your Chatter + 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 Chatter + 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 β€” 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
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Chatter to Close?
Frequently Asked Questions
You can connect Chatter to Close in 1-click using ready-made automations on Integrately, or ask Integrately AI to build your custom flow. It links Chatter and Close alongside tools like Slack, Pipedrive, and Gmail instantly.
Can I automatically turn Chatter posts into Close leads?
Frequently Asked Questions
Can I connect Chatter, Close, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chatter and Close?
Frequently Asked Questions
How are Chatter posts processed in this integration?
Frequently Asked Questions
Can Close lead updates trigger actions in Chatter?
Frequently Asked Questions
Do I need coding skills to automate Chatter and Close?
Frequently Asked Questions
Is the Chatter and Close integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Chatter or Close With 1500+ Other Apps

Chatter
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Close
Popular Close Integrations
Sync Close with email, accounting, and analytics platforms to keep revenue operations running smoothly.
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