Close + Crisp Integration

Integrate Close to Crisp in one click, or tell Integrately AI how you want each lead handled. Sync contacts and conversations, update your CRM, alert your support team, and trigger follow-ups 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
  • Crisp
    Contact is created in Crisp Instant
  • Crisp
    Contact is updated in Crisp Instant
  • Crisp
    Message is received in Crisp Instant
  • Crisp
    Conversation session is updated in Crisp Instant
  • Crisp
    Conversation custom data is updated in Crisp Instant
  • Crisp
    Conversation status is changed in Crisp Instant
  • Crisp
    Message is sent in Crisp Instant
  • Crisp
    Conversation is created in Crisp 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
  • Crisp
    Create contact in Crisp
  • Crisp
    Search contact in Crisp
  • Crisp
    Update contact in Crisp
  • Crisp
    Add a user event in Crisp
  • Crisp
    Search conversation in Crisp
  • Crisp
    Set contact custom data in Crisp

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Ready Workflows Ready Workflows for Close + Crisp Integration

Capture leads, update contact details, sync conversations, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Crisp + Close Integration

Create Close contact for new Crisp contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Crisp - Close integration, anytime a new Crisp contact is created, an Close contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Crisp + Close Integration

Create Close opportunity from new Crisp contact

Anytime a new contact is created in your Crisp, a new opportunity will automatically be created in your Close. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Crisp - Close integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Crisp + Close Integration

Create Close task for new Crisp contact

In Crisp, when you create a contact, it automatically creates a task in Close for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Close + Crisp Integration

Create Crisp contact for new Close contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Close - Crisp integration, anytime a new Close contact is created, an Crisp contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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  • 1of1
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 + Crisp flow

Keep your CRM, support ticketing, and messaging channels perfectly aligned as customer data moves across your stack. Pick a combination and activate it in one click.

Close
Crisp
+
HubSpotHubSpot (8)
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ZendeskZendesk (8)
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SlackSlack (8)
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IntercomIntercom (8)
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GmailGmail (8)
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StripeStripe (8)
H
C
C
Add every new HubSpot contact to your Close CRM and create a matching contact in Crisp
New HubSpot contacts appear in Close as new leads and in Crisp as contacts instantly, so your sales and support teams share a single record.
H
C
C
Create a Close opportunity when a HubSpot deal is created, and update the contact in Crisp
HubSpot deals automatically generate Close opportunities and update Crisp contacts, keeping your pipeline visibility high.
H
C
C
When a HubSpot deal moves to a new stage, update the Close opportunity and set contact custom data in Crisp
Stage updates in HubSpot instantly adjust your Close pipeline and update Crisp custom fields for accurate tracking.
C
H
C
Create a HubSpot task for every new lead created in Close, and update the contact in Crisp
New Close leads automatically generate follow-up tasks in HubSpot and update Crisp, ensuring prompt outreach.
H
C
C
If a HubSpot contact is enterprise tier, create a lead in Close and set custom data in Crisp
Enterprise contacts in HubSpot trigger high-priority Close leads and update Crisp custom data for VIP routing.
H
C
C
When a HubSpot deal is closed won, update the Close opportunity and update the contact in Crisp
Won deals in HubSpot update Close opportunities and refresh Crisp records to reflect active customer status.
H
C
C
Use ChatGPT to summarize every new HubSpot form submission, create a Close lead, and create a Crisp contact
Form submissions are summarized by ChatGPT, recorded in Close as leads, and added to Crisp with full context.
H
C
C
A
When a HubSpot contact is created, create a Close lead, create a Crisp contact, and create a task in Asana
New HubSpot contacts trigger Close leads, Crisp contact creation, and project onboarding tasks in Asana.

Supported triggers and actions for Close and Crisp

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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Crisp
Crisp Triggers & Actions
Instant
Contact is created in Crisp
Triggers the automation when a new contact is created
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Instant
Contact is updated in Crisp
Triggers the automation when a contact is updated
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Instant
Message is received in Crisp
Triggers the automation when a new message is received
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Instant
Conversation session is updated in Crisp
Triggers the automation when a conversation session is updated
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Instant
Conversation custom data is updated in Crisp
Triggers the automation when custom data is updated during a conversation
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Instant
Conversation status is changed in Crisp
Triggers the automation when there is a change in the conversation status
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Instant
Message is sent in Crisp
Triggers the automation when a new message is sent
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Instant
Conversation is created in Crisp
Triggers the automation when a new conversation is created
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Create contact in Crisp
Adds a new contact to the database
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Search contact in Crisp
Finds and retrieves contact information
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Update contact in Crisp
Updates contact information with new details
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Add a user event in Crisp
Adds a new user event
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Search conversation in Crisp
Searches for keywords within a conversation
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Set contact custom data in Crisp
Sets custom data for a contact
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What can you automate with Close + Crisp?

Streamline your sales communication and customer support workflows by connecting Close and Crisp for automated data synchronization.

What you can automate?
🔄
Sync new leads between Close and Crisp automatically
Create a contact in Crisp the moment a new lead is created in Close, or generate a Close lead when a Crisp conversation starts. Your sales and support teams share an identical view of every customer.
📋
Capture every submitted custom data field
Map available Crisp conversation custom data into specific Close lead fields instead of only basic names and emails. Your CRM records become a much more useful source for review and targeted follow-up.
🔔
Alert your team the moment a lead arrives
Trigger instant team notifications when high-value leads are created in Close or when urgent messages arrive in Crisp. Ensure fast response times and prevent high-priority accounts from slipping through the cracks.
🔀
Route records conditionally based on submitted data
Evaluate incoming Crisp messages or Close lead attributes to route enterprise prospects to senior reps while standard inquiries follow automated paths. Direct every customer to the right team member instantly.
♻️
Keep contact records updated as conversations evolve
Modify Close lead stages and update Crisp contact custom data automatically whenever deal statuses change or support tickets are resolved. Eliminate manual data entry across platforms.
👥
Prevent duplicate records with smart matching
Search existing database records before creating new leads in Close or contacts in Crisp. Maintain a clean, deduplicated customer database without tedious manual clean-up work.
💰
Handle later status changes and won deals
Update Crisp contact profiles and trigger onboarding workflows when Close opportunities are marked won or lost. Keep your active customer lists accurate and up-to-date.
🔗
Extend your workflow to Slack and other tools
Connect Close and Crisp to Slack, Gmail, or HubSpot to notify sales channels, send follow-up emails, or create project tasks. Build multi-step automations that span your entire tech stack.
And much more...

Who is Close + Crisp integration for?

Sales leaders, support managers, and revenue operations teams rely on this integration to eliminate manual data entry and keep customer records perfectly synchronized.

Sales leaders
Sales leaders
Customer support managers
Customer support managers
Account executives
Account executives
Sales operations teams
Sales operations teams
Business development reps
Business development reps
Customer success managers
Customer success managers
📈
Sales leaders
You're reviewing pipeline reports in Close but your chat interaction logs in Crisp only update when someone manually exports records, so the metrics you're presenting to executives are always a few hours behind — automating both apps means every new lead and interaction syncs instantly and your pipeline numbers stay current.
Customer support managers
You manage support queues in Crisp but need immediate visibility when VIP leads are created in Close, and you find out too late when high-value prospects message support — connecting these apps means every inquiry links directly to CRM records and your support team responds with full context.
🤝
Account executives
You answer to clients and management who want to see prospect progress across sales and chat channels, but manual record updates leave gaps in your history — with this integration, every deal stage change and conversation update syncs automatically so stakeholders see accurate progress.
📊
Sales operations teams
The volume of inbound leads in Close and support chats in Crisp is too high for anyone to keep up by hand, leading to missed follow-ups and fragmented contact records — automating both apps means contact creation and field mapping happen instantly without manual errors.
🎯
Business development reps
You own the next step in Close and depend on upstream chat interactions in Crisp to qualify prospects, but delayed handoffs stall your outreach — this integration means every conversation update triggers your next CRM task instantly and your outreach stays timely.
🗂️
Customer success managers
You need a reliable customer history in Close but keep finding gaps where chat notes and support tickets were never logged from Crisp — automating both apps means every interaction is recorded permanently and your account history is always complete.
Our team

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Why choose Integrately to automate Close + Crisp

Build and manage your Close + Crisp 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 + Crisp 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
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Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Close to Crisp?
Frequently Asked Questions
You can connect Close to Crisp instantly using ready-made workflows and 1-click automation on Integrately. Select a pre-built template, authenticate your Close and Crisp accounts, and let Integrately AI handle the setup.
Can I automatically create a Crisp contact when a lead is created in Close?
Frequently Asked Questions
Can I connect Close, Crisp, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and Crisp?
Frequently Asked Questions
How does Close handle lead data during automation?
Frequently Asked Questions
How does Crisp update conversation data with Close?
Frequently Asked Questions
Do I need coding skills to automate Close and Crisp?
Frequently Asked Questions
Is the Close and Crisp integration free?
Frequently Asked Questions
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You Can Also Connect Close or Crisp With 1500+ Other Apps

Close
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Connect Close to CRMs, email tools, and analytics platforms to manage and follow up on your sales pipeline.
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Crisp
Popular Crisp Integrations
Sync Crisp with messaging, support, and marketing tools to keep customer communication unified across channels.
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