Close + Copilot Integration
Connect Close to Copilot in 1 click
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
Payment is succeed in Copilot Instant- Client is created in Copilot Instant
- Client is updated in Copilot Instant
- Client is deleted in Copilot Instant
- Client is activated in Copilot Instant
- Client custom Field is updated in Copilot Instant
- Company is created in Copilot Instant
- Company is updated in Copilot Instant
- Company is deleted in Copilot Instant
- Contract is requested in Copilot Instant
- Contract is signed in Copilot Instant
- File is created in Copilot Instant
- File is updated in Copilot Instant
- File is deleted in Copilot Instant
- Folder is created in Copilot Instant
- Folder is updated in Copilot Instant
- Folder is deleted in Copilot Instant
- Form response is completed in Copilot Instant
- Internal user is created in Copilot Instant
- Internal user is deleted in Copilot Instant
- Invoice is created in Copilot Instant
- Invoice is updated in Copilot Instant
- Invoice is deleted in Copilot Instant
- Invoice is sent in Copilot Instant
- Invoice is paid in Copilot Instant
- Invoice is voided in Copilot Instant
- Message channel is created in Copilot Instant
- Message is sent in Copilot Instant
- Note is created in Copilot Instant
- Note is updated in Copilot Instant
- Note is deleted in Copilot Instant
- Notification is created in Copilot Instant
- Price is created in Copilot Instant
- Product is created in Copilot Instant
- Product is updated in Copilot Instant
- Task is created in Copilot Instant
- Task is updated in Copilot Instant
- Task is archived in Copilot Instant
- Task is deleted in Copilot Instant
- Task is completed in Copilot Instant
- Payment is failed in Copilot Instant
- Link is created in Copilot Instant
- Link is updated in Copilot Instant
- Link is deleted in Copilot Instant
- Subscription is created in Copilot Instant
- Subscription is canceled in Copilot Instant
2.
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Top 10 Most Popular Close Automations from
Integrately Community
Just click on the workflow you want to automate
Create Close contact for new Webflow form submission
Create Close contact for new Elementor Forms form submission
Create Close contact for new GroovePages response
Create GoHighLevel opportunity for new Close opportunity
Create Close contact for new Formsite form submission
Create Close contact for new Webflow form submission
Create Close contact for new Elementor Forms form submission
Create Close contact for new GroovePages response
Create GoHighLevel opportunity for new Close opportunity
Create Close contact for new Formsite form submission
Create Close contact from new Kajabi offer
Create GoHighLevel opportunity from new Close contact
Create Close task for new OnceHub booking
Create Close contact for new Unbounce form submission
Create Close note for new WhatsApp message
Create Close contact from new Kajabi offer
Create GoHighLevel opportunity from new Close contact
Create Close task for new OnceHub booking
Create Close contact for new Unbounce form submission
Create Close note for new WhatsApp message
Top 10 Most Popular Copilot Automations from
Integrately Community
Most popular
01
Create Copilot(Under review) task for new Trackabi task
02
Create Copilot(Under review) task for new Workbooks CRM contact
03
Create Copilot(Under review) task for new Workbooks CRM task
04
Create Copilot(Under review) task for new Sharetribe contact
05
Create Copilot(Under review) task for new Zoho Expense customer
06
Create Copilot(Under review) task for new Smart Emailing contact
07
Create Copilot(Under review) task for updated Smart Emailing contact
08
Create Copilot(Under review) task for new MyGadgetRepairs task
09
Create Copilot(Under review) task for new MyGadgetRepairs contact
10
Create Copilot(Under review) task for new MyGadgetRepairs event
Most popular
01
Create Copilot(Under review) task for new Trackabi task
02
Create Copilot(Under review) task for new Workbooks CRM contact
03
Create Copilot(Under review) task for new Workbooks CRM task
04
Create Copilot(Under review) task for new Sharetribe contact
05
Create Copilot(Under review) task for new Zoho Expense customer
06
Create Copilot(Under review) task for new Smart Emailing contact
07
Create Copilot(Under review) task for updated Smart Emailing contact
08
Create Copilot(Under review) task for new MyGadgetRepairs task
09
Create Copilot(Under review) task for new MyGadgetRepairs contact
10
Create Copilot(Under review) task for new MyGadgetRepairs event
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1
Select Automation
2
Connect Accounts
3
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You Can Also Connect Close or Copilot With 1500+ Other Apps
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.
Copilot
Copilot is a client portal platform for service businesses, offering tools for messaging, billing, e-signatures, file sharing, and custom apps—streamlining client management and collaboration.
