Close + Coda Integration

Connect Close to Coda in 1 click

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1.
  • 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 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
  • Coda
    Row is created in Coda
  • Coda
    Row is created or updated in Coda
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2.

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Ready Workflows Ready Workflows   for Close + Coda Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Coda + Close Integration

Create Close contact for new Coda row

Automatically creating Close contact records for new Coda row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Close + Coda Integration

Create Coda row for new Close contact

When a new contact is created in your Close, you can automatically create a row for them in your Coda. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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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?
Automations

Top 10 Most Popular Close Automations from
Integrately Community

Just click on the workflow you want to automate

Webflow (Legacy) logo
Close logo
Create Close contact for new Webflow form submission
Activate
Elementor Forms logo
Close logo
Create Close contact for new Elementor Forms form submission
Activate
GroovePages logo
Close logo
Create Close contact for new GroovePages response
Activate
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Close opportunity
Activate
Formsite logo
Close logo
Create Close contact for new Formsite form submission
Activate
Webflow (Legacy) logo
Close logo
Create Close contact for new Webflow form submission
Activate
Elementor Forms logo
Close logo
Create Close contact for new Elementor Forms form submission
Activate
GroovePages logo
Close logo
Create Close contact for new GroovePages response
Activate
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Close opportunity
Activate
Formsite logo
Close logo
Create Close contact for new Formsite form submission
Activate
Kajabi logo
Close logo
Create Close contact from new Kajabi offer
Activate
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity from new Close contact
Activate
OnceHub logo
Close logo
Create Close task for new OnceHub booking
Activate
Unbounce logo
Close logo
Create Close contact for new Unbounce form submission
Activate
WhatsApp logo
Close logo
Create Close note for new WhatsApp message
Activate
Kajabi logo
Close logo
Create Close contact from new Kajabi offer
Activate
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity from new Close contact
Activate
OnceHub logo
Close logo
Create Close task for new OnceHub booking
Activate
Unbounce logo
Close logo
Create Close contact for new Unbounce form submission
Activate
WhatsApp logo
Close logo
Create Close note for new WhatsApp message
Activate

Top 10 Most Popular Coda Automations from
Integrately Community

Most popularmost-popular-automations
01
Coda logo
Telegram logo
Send Telegram message for updated Coda row
02
Coda logo
WhatsApp logo
Send WhatsApp message for new Coda row
03
Coda logo
Google Calendar logo
Create Google Calendar event for new Coda row
04
Todoist logo
Coda logo
Create Coda row for new Todoist task
05
Coda logo
Google Drive logo
Create Google Drive folder from new Coda row
cloud
Coda
app integration
06
Google Tasks logo
Coda logo
Create Coda row for new Google Tasks task
07
Typebot logo
Coda logo
Create Coda row for new Typebot response
08
Vouch logo
Coda logo
Create Coda row for new Vouch response
09
Coda logo
Online Live Support logo
Send Online Live Support message for new Coda row
10
Coda logo
SMS Idea logo
Send SMS Idea message for new Coda row
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
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Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Close or Coda With 1400+ Other Apps

Close
Close
Close helps you get more deals. Whether you're inside or outside the office, Close gives you everything you need to communicate with prospects and customers—all in one place.
Coda
Coda
Coda blends the flexibility of documents, the power of spreadsheets, and the utility of apps into a single new canvas. It enables you to work faster and smarter, get organized, and focus on what matters.