Close + ConvertAPI Integration
Integrate Close to ConvertAPI in one click, or tell Integrately AI how you want each lead handled. Convert files instantly, update your CRM records, alert your team, and store documents securely.
Free forever.Use premium features free for 14 days.1.
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.
- 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
Convert data in ConvertAPI- Convert file in ConvertAPI
- Convert web url in ConvertAPI
- Convert base64 encoded file in ConvertAPI
Trusted by experts at...
Ready Workflows for Close + ConvertAPI Integration
Convert documents, process files, update records, and notify your team, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
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 Close + ConvertAPI flow
Streamline your document workflows by syncing converted files to cloud storage, messaging tools, and CRMs. Pick a combination and activate it in one click.
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Gmail (2)
Gmail (2) +
PandaDoc (2)
PandaDoc (2) +
HubSpot (2)
HubSpot (2) +
Google Drive (2)
Google Drive (2) +
Docparser (2)
Docparser (2) +
Slack (2)
Slack (2) C
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Convert files using ConvertAPI when a lead is created in Close, and email the output via Gmail
New Close leads trigger automated file conversions through ConvertAPI, with the resulting files emailed instantly via Gmail.
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Convert data using ConvertAPI when a contact is updated in Close, and send a summary report via Gmail
Updated contact data in Close triggers automated data conversion in ConvertAPI and emails the report via Gmail.
Supported triggers and actions for Close and ConvertAPI
Mix and match to build the exact automation you need
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 → ConvertAPI Triggers & Actions
Convert base64 encoded file in ConvertAPI
Convert a base64 encoded file to its original format
Try it → What can you automate with Close + ConvertAPI?
Streamline your sales documentation and file conversion workflows with robust, automated triggers.
🔄
Convert files automatically on new lead creation
Trigger instant file conversions in ConvertAPI the moment a new lead or contact is created in Close, removing manual processing.
📄
Process every submitted file format
Handle various document formats, web URLs, and base64 encoded files seamlessly as your sales pipeline grows.
💬
Alert your team instantly on new events
Send real-time notifications to your team members whenever a document is successfully converted and processed.
🔀
Route records based on submitted criteria
Apply conditional logic to handle enterprise leads and standard opportunities differently across your connected apps.
📅
Keep your CRM records fully updated
Ensure your contact details, notes, and opportunity statuses remain synchronized as files are converted and processed.
🔍
Search and update existing records
Prevent duplicate entries by searching for existing leads and updating them instead of creating redundant files.
⚙️
Handle later opportunity stage changes
Automate workflows when opportunity statuses update, ensuring smooth transitions from closed deals to active fulfillment.
🔌
Extend your workflow to external apps
Connect your core conversion and CRM data to Slack, Google Drive, Gmail, and other essential tools.
And much more...
Who is Close + ConvertAPI integration for?
Sales and operations teams eliminate manual document formatting bottlenecks and keep customer records perfectly synchronized across platforms.
Sales Operations Managers
Account Executives
Client Success Teams
High-Volume Sales Teams
Operations Specialists
Data Administrators
📈
Sales Operations Managers
You oversee CRM data and pipeline reporting, but your conversion files are always lagging behind manual exports so your metrics are outdated — automating both apps means every new Close lead triggers instant file conversion and your reports stay current.
⚡
Account Executives
You need to send converted agreements and proposals immediately after a lead arrives, but manual file processing slows down your response times — integrating these apps means every new lead triggers instant document conversion and fast follow-up.
🤝
Client Success Teams
You answer to stakeholders who expect up-to-date client documentation and status reports, but manual formatting creates constant delays — connecting these apps means your client files are converted instantly and your stakeholders see real-time progress.
📊
High-Volume Sales Teams
Your CRM receives hundreds of leads daily that require document conversions, but manual processing causes severe bottlenecks and missed tasks — automating both apps means every new lead and contact is handled instantly without manual effort.
🔄
Operations Specialists
You depend on upstream CRM inputs from Close to start document conversion workflows, but delays in handoffs disrupt your schedule — this integration means every CRM event triggers downstream file processing automatically.
🗂️
Data Administrators
You need a reliable audit history of all converted customer files, but manual archiving leaves frustrating gaps in your records — with this integration, every CRM event and converted document is logged accurately.
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 Close + ConvertAPI
Build and manage your Close + ConvertAPI automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Close + ConvertAPI 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 Close + ConvertAPI Now 
In Just 1 Click!
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😍
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in $19.99
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Frequently Asked Questions
How do I connect Close to ConvertAPI?
You can connect Close to ConvertAPI in 1 click using ready templates or ask Integrately AI to build the automation for you. Integrate with apps like Gmail, Slack, and Google Drive seamlessly.
Can I automatically convert files when a new lead is created in Close?
Can I connect Close, ConvertAPI, and Google Drive?
What is a good Zapier alternative for Close and ConvertAPI?
How does Close handle lead and contact triggers in this integration?
What file conversion options are available with ConvertAPI?
Do I need coding skills to automate Close and ConvertAPI?
Is the Close and ConvertAPI integration free?
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 Close or ConvertAPI With 1500+ Other Apps
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Sync ConvertAPI with cloud storage, database tools, and project management platforms to keep your converted files working across your stack.
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