Close + ConvertKit Integration

Integrate Close to ConvertKit in one click, or tell Integrately AI how you want each lead handled. Capture new prospects, add subscribers, trigger email sequences, and update your marketing lists automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • ConvertKit
    Subscriber is confirmed in ConvertKit
  • ConvertKit
    Tag subscriber is confirmed in ConvertKit Instant
  • ConvertKit
    Sequence subscriber is confirmed in ConvertKit Instant
  • ConvertKit
    User unsubscribes from emails in ConvertKit Instant
  • ConvertKit
    Form is created in ConvertKit
  • ConvertKit
    Sequence is created in ConvertKit
  • ConvertKit
    Purchase is added in ConvertKit Instant
  • ConvertKit
    Form subscriber is confirmed in ConvertKit Instant
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2.
  • 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
  • ConvertKit
    Add subscriber to form in ConvertKit
  • ConvertKit
    Add subscriber to tag in ConvertKit
  • ConvertKit
    Add subscriber to sequence in ConvertKit
  • ConvertKit
    Search subscriber by email in ConvertKit
  • ConvertKit
    Remove subscriber from tag in ConvertKit
  • ConvertKit
    Create or update purchase in ConvertKit

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Ready Workflows Ready Workflows for Close + ConvertKit Integration

Capture new leads, add subscribers, trigger sequences, update tags, and track your audience, all in just one click.

Most popular automationsmost-popular-automations
ConvertKit + Close Integration

Create Close contact for new ConvertKit subscriber

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Close contact and ConvertKit subscriber can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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ConvertKit + Close Integration

Create Close opportunity for new ConvertKit subscriber

This automation makes it easy to create new opportunitys in Close when a new subscriber is created in ConvertKit. Just connect your accounts, and every time a new subscriber is created in ConvertKit, a new opportunity will automatically be created in Close.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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ConvertKit + Close Integration

Create Close contact from new ConvertKit purchase

As an online store owner, you're likely using ConvertKit to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate ConvertKit with Close? This integration will allow you to automatically create a contact for each new purchase in Close.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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ConvertKit + Close Integration

Create Close task for new ConvertKit subscriber

Close and ConvertKit are two powerful cloud-based tools that can be used to improve business productivity. Using this Close - ConvertKit integration, you can automatically create task in Close whenever a new subscriber is created in ConvertKit.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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  • 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 Close + ConvertKit flow

Bring scheduling, forms, payments, spreadsheets, messaging, and video meetings into your sales and email workflows. Pick a combination and activate it in one click.

Close
ConvertKit
+
CalendlyCalendly (8)
+
TypeformTypeform (8)
+
StripeStripe (8)
+
Google SheetsGoogle Sheets (8)
+
SlackSlack (8)
+
ZoomZoom (8)
C
C
C
Add every scheduled Calendly invitee to your Close CRM and ConvertKit subscriber list
Calendly bookings instantly create leads in Close and subscribers in ConvertKit without manual export steps.
C
C
C
Update your Close lead and add a ConvertKit tag whenever a Calendly event is rescheduled
Rescheduled meetings update your Close records and adjust ConvertKit tags automatically.
C
C
C
Update Close leads and remove ConvertKit tags when a Calendly meeting is canceled
Canceled bookings update lead statuses in Close and remove corresponding tags in ConvertKit.
C
C
C
Create a Close task and search ConvertKit subscribers for every new Calendly booking
New bookings create follow-up tasks in Close while verifying subscriber records in ConvertKit.
C
C
C
If a Calendly invitee is a VIP, create a high-priority Close lead and tag them in ConvertKit
VIP bookings trigger priority Close leads and specialized ConvertKit tags based on meeting details.
C
C
C
Update Close leads and enroll subscribers in ConvertKit sequences when Calendly meetings finish
Completed meetings update your Close pipeline and trigger nurture sequences in ConvertKit.
C
C
C
C
Use Claude to summarise Calendly descriptions, create Close leads, and update ConvertKit subscribers
Claude extracts meeting notes to create structured Close leads and update ConvertKit tags.
C
C
C
G
Add Calendly bookings to Close, update ConvertKit subscribers, and log rows in Google Sheets
Bookings populate Close, update ConvertKit, and log tracking rows in Google Sheets simultaneously.

Supported triggers and actions for Close and ConvertKit

Mix and match to build the exact automation you need

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
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ConvertKit
ConvertKit Triggers & Actions
Subscriber is confirmed in ConvertKit
Triggers the automation when a subscriber confirms their email subscription
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Instant
Tag subscriber is confirmed in ConvertKit
Triggers the automation when a tag subscriber is confirmed
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Instant
Sequence subscriber is confirmed in ConvertKit
Triggers the automation when a sequence subscriber is confirmed
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Instant
User unsubscribes from emails in ConvertKit
Triggers the automation when a user unsubscribes from emails
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Form is created in ConvertKit
Triggers the automation when a new form is created
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Sequence is created in ConvertKit
Triggers the automation when a sequence is created
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Instant
Purchase is added in ConvertKit
Triggers the automation when a new purchase is created
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Instant
Form subscriber is confirmed in ConvertKit
Triggers the automation when a subscriber submits a completed form
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Add subscriber to form in ConvertKit
Adds a new subscriber to a form
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Add subscriber to tag in ConvertKit
Adds a subscriber to a tag in the email marketing platform
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Add subscriber to sequence in ConvertKit
Enrolls a new subscriber into a designated email sequence
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Search subscriber by email in ConvertKit
Retrieves subscriber information using their email address
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Remove subscriber from tag in ConvertKit
Untag the subscriber
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Create or update purchase in ConvertKit
Generates a new invoice
Try it →

What can you automate with Close + ConvertKit?

Connect your sales pipeline and email marketing to sync leads, trigger sequences, and eliminate manual data entry.

What you can automate?
🔄
Sync new leads from Close to ConvertKit instantly
Every prospect created in Close automatically populates your ConvertKit subscriber lists without manual data entry or delayed imports.
📋
Map every submitted field across both platforms
Transfer detailed contact properties, custom fields, and engagement notes directly between Close and ConvertKit to maintain rich subscriber profiles.
🔔
Alert your team the moment a subscriber converts
Trigger instant team notifications and follow-up tasks whenever a ConvertKit subscriber confirms their subscription or makes a purchase.
🔀
Route leads based on submitted form criteria
Segment incoming prospects into specific ConvertKit email sequences and Close lead stages based on custom field values and form choices.
🔄
Keep pipeline stages and subscriber tags aligned
Automatically update ConvertKit tags whenever a lead status changes in Close, ensuring your email marketing reflects pipeline progress.
🛡️
Prevent duplicate records with smart lookups
Search existing subscriber email addresses before creating new records, ensuring clean databases across both Close and ConvertKit.
💳
Manage purchase events and subscription updates
Sync customer purchases and subscription changes between ConvertKit and Close to keep financial and sales records perfectly synchronized.
🔌
Extend your workflow to additional apps
Connect Close and ConvertKit with Google Sheets, Slack, Calendly, or Stripe to build comprehensive multi-step automation pipelines.
And much more...

Who is Close + ConvertKit integration for?

Sales and marketing teams managing prospect pipelines and email subscriber lists benefit by eliminating manual data entry and keeping their outreach synchronised.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Account managers
Account managers
Operations managers
Operations managers
Campaign managers
Campaign managers
CRM administrators
CRM administrators
📈
Performance marketers
You're running campaigns across multiple channels but your tracking sheet only updates when someone manually exports leads, so the row counts you're optimising against are always a few hours behind — with this integration, every new lead lands in the CRM instantly and your data stays current.
Sales development reps
You rely on rapid prospect outreach to book meetings, but lead details take too long to transfer from your email platform into your pipeline, so hot prospects sit waiting — with this integration, every subscriber activity creates instant tasks so your team never misses a window.
🤝
Account managers
You coordinate customer onboarding across sales and email lists, but disjointed updates leave clients waiting for follow-ups and delay project kickoff — with this integration, customer data flows between your tools instantly so onboarding starts without delay.
📊
Operations managers
You handle high volumes of prospect data every day, but manual entry between your CRM and email marketing tool causes bottlenecks and duplicate records — with this integration, every submission syncs automatically and your database stays clean.
🎯
Campaign managers
You launch email sequences based on prospect behavior, but lagging CRM updates mean your segments miss critical status changes — with this integration, lead status changes update your subscriber tags instantly and keep your campaigns targeted.
🔍
CRM administrators
You maintain pipeline hygiene across the organization, but inconsistent record keeping leaves frustrating gaps in customer history — with this integration, every interaction is logged reliably across both platforms without manual intervention.
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 Close + ConvertKit

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

1,500+ apps connected
1,500+ apps connected
Connect Close + ConvertKit 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
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Frequently Asked Questions

How do I connect Close to ConvertKit?
Frequently Asked Questions
You can connect Close to ConvertKit in 1-click using ready automation templates on Integrately, or ask Integrately AI to build the integration for you. It takes seconds to link your accounts and start syncing contacts across your sales and email platforms.
Can I automatically sync new leads from Close into ConvertKit subscriber lists?
Frequently Asked Questions
Can I connect Close, ConvertKit, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Close and ConvertKit?
Frequently Asked Questions
How are new leads in Close transferred to ConvertKit?
Frequently Asked Questions
Can I trigger ConvertKit sequences when Close opportunity stages change?
Frequently Asked Questions
Do I need coding skills to automate Close and ConvertKit?
Frequently Asked Questions
Is the Close and ConvertKit integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

Close
Popular Close Integrations
Connect Close with CRMs, calling tools, and calendar apps to manage your sales pipeline efficiently.
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ConvertKit
Popular ConvertKit Integrations
Sync ConvertKit with landing page builders, checkout tools, and webinar platforms to capture and nurture leads.