Close + Drip Integration

Integrate Close to Drip in one click, or tell Integrately AI how you want each lead handled. Create subscribers, tag customer profiles, sync contact details, and trigger targeted marketing campaigns 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
  • Drip
    Subscriber record is created in Drip Instant
  • Drip
    Tag is applied to subscriber in Drip Instant
  • Drip
    Subscriber custom field is updated in Drip Instant
  • Drip
    Subscriber is unsubscribed from campaign in Drip Instant
  • Drip
    Tag is removed from subscriber in Drip Instant
  • Drip
    Subscriber is removed from campaign in Drip Instant
  • Drip
    Subscriber is added to campaign in Drip Instant
  • Drip
    Subscriber is unsubscribed from all mailings in Drip Instant
  • Drip
    Subscriber has visited page in Drip Instant
  • Drip
    Email is opened in Drip Instant
  • Drip
    Email is bounced in Drip Instant
  • Drip
    Email is clicked in Drip Instant
  • Drip
    Campaign is completed in Drip Instant
  • Drip
    Custom event is performed in Drip Instant
  • Drip
    Spam complaint is issued by subscriber in Drip Instant
  • Drip
    Trigger link is clicked in Drip Instant
Arrow Right
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
  • Drip
    Create or Update Subscriber in Drip
  • Drip
    Add tag to subscriber in Drip
  • Drip
    Remove tag from a subscriber in Drip
  • Drip
    Search subscriber in Drip
  • Drip
    Subscribe to campaign in Drip
  • Drip
    Create event in Drip
  • Drip
    Remove subscriber from campaign in Drip

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Ready Workflows Ready Workflows for Close + Drip Integration

Capture leads, sync subscriber profiles, apply tags, and trigger campaigns, all in just one click.

Most popular automationsmost-popular-automations
Drip + Close Integration

Create Close contact for new Drip contact

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 Drip contact 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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Drip + Close Integration

Create Close opportunity for new Drip contact

This automation makes it easy to create new opportunitys in Close when a new contact is created in Drip. Just connect your accounts, and every time a new contact is created in Drip, 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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Drip + Close Integration

Create Close task for new Drip contact

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

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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Close + Drip Integration

Create Drip contact for new Close contact

If you're using Close to manage your sales leads, it's important to also use Drip to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Close, a corresponding contact will automatically be created in Drip.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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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 + Drip flow

Connect scheduling, e-commerce, customer support, and communication tools right after your core pair finishes processing. Pick a combination and activate it in one click.

Close
Drip
+
CalendlyCalendly (4)
+
ShopifyShopify (4)
+
HubSpotHubSpot (4)
+
StripeStripe (4)
+
GmailGmail (4)
+
SlackSlack (4)
C
C
D
S
Create a Close lead and Drip subscriber for every new Calendly booking, and notify your team in Slack
Every Calendly booking creates a lead in Close, updates Drip subscribers, and alerts your team in Slack instantly.
C
C
D
G
When a Calendly meeting is scheduled, create a Close lead, update Drip, and log the details in Google Sheets
Capture Calendly bookings in Close, sync Drip subscribers, and log every detail in Google Sheets automatically.
C
C
D
G
Send a confirmation email in Gmail when a Calendly booking creates a Close lead and Drip subscriber
Send personalised confirmation emails in Gmail whenever a Calendly booking triggers a Close lead and Drip subscriber.
C
C
C
D
Use ChatGPT to summarise Calendly meeting notes before updating Close and Drip records
Use ChatGPT to summarise Calendly meeting details before creating a Close lead and updating Drip subscribers.

Supported triggers and actions for Close and Drip

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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Drip
Drip Triggers & Actions
Instant
Subscriber record is created in Drip
Triggers the automation when a subscriber record is created
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Instant
Tag is applied to subscriber in Drip
Triggers the automation when a tag is added
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Instant
Subscriber custom field is updated in Drip
Triggers the automation when a subscriber's custom field is updated
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Instant
Subscriber is unsubscribed from campaign in Drip
Triggers the automation when a subscriber opts out from a particular campaign
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Instant
Tag is removed from subscriber in Drip
Triggers the automation when a tag is added
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Instant
Subscriber is removed from campaign in Drip
Triggers the automation when a subscriber is removed from a campaign
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Instant
Subscriber is added to campaign in Drip
Triggers the automation when a subscriber is added to a campaign
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Instant
Subscriber is unsubscribed from all mailings in Drip
Triggers the automation when a subscriber opts out from all mailings
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Instant
Subscriber has visited page in Drip
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Instant
Email is opened in Drip
Triggers the automation when an email is opened
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Instant
Email is bounced in Drip
Triggers the automation when an email bounces back
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Instant
Email is clicked in Drip
Triggers the automation when an email link is clicked by the recipient
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Instant
Campaign is completed in Drip
Triggers the automation when a campaign is completed
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Instant
Custom event is performed in Drip
Triggers the automation when a custom event is performed
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Instant
Spam complaint is issued by subscriber in Drip
Triggers the automation when a spam complaint is issued by a subscriber
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Instant
Trigger link is clicked in Drip
Triggers the automation when a link is clicked
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Create or Update Subscriber in Drip
Generates a new invoice
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Add tag to subscriber in Drip
Assigns a tag to a subscriber based on defined criteria
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Remove tag from a subscriber in Drip
Removes a tag from a subscriber
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Search subscriber in Drip
Look up and retrieve subscriber information
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Subscribe to campaign in Drip
Subscribes to a campaign
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Create event in Drip
Generates a new event
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Remove subscriber from campaign in Drip
Removes a subscriber from a email campaign
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What can you automate with Close + Drip?

Connect your sales pipeline and automated marketing platform to eliminate manual data entry across every customer touchpoint.

What you can automate?
🔄
Sync every new lead instantly
Automatically create a subscriber in Drip whenever a new lead or contact is created in Close. Your marketing platform stays updated without manual exports.
📋
Capture custom fields and tags
Map all submitted lead details and status changes into your marketing subscriber profiles. Ensure your campaigns have the exact context needed for personalisation.
🔔
Alert your team immediately
Send instant notifications to your sales or marketing channel when important leads or status updates occur in your systems.
🔀
Route leads based on criteria
Trigger different subscriber paths or tags depending on specific lead attributes and search queries submitted during creation.
✏️
Keep contact details updated
Automatically update existing subscriber records in Drip whenever contact information or lead statuses change in Close.
🔍
Prevent duplicate records
Search existing subscriber records before creating new entries to keep your marketing database clean and organised.
⏱️
Manage campaign status changes
Trigger automated workflows when subscribers complete campaigns, get unsubscribed, or have tags removed.
💬
Extend flows to team apps
Connect your core automation to Slack, Gmail, or Google Sheets for comprehensive team visibility and logging.
And much more...

Who is Close + Drip integration for?

Sales and marketing teams use Close and Drip to ensure every prospect flows smoothly from pipeline tracking to automated engagement without manual export delays.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Account executives
Account executives
Revenue operations leads
Revenue operations leads
Marketing managers
Marketing managers
Customer success leads
Customer success leads
📈
Performance marketers
You track campaign growth across multiple channels but your marketing lists only update when someone manually exports leads, so the subscriber counts you review are always outdated — with this integration, every new lead lands in your platform instantly and your campaign data stays current.
Sales development reps
You need to engage incoming prospects immediately, but delayed lead handoffs mean hours pass before anyone reaches out — with this integration, every new contact flows straight into your marketing sequences the moment it is created.
🤝
Account executives
You manage active client pipelines while marketing runs automated nurture sequences, but disconnected systems cause crossed wires on customer communication — with this integration, your CRM pipeline and marketing tools remain perfectly synchronised.
📊
Revenue operations leads
You oversee high volumes of prospect data across sales and marketing stacks, but manual syncing creates frustrating record gaps — with this integration, every lead and subscriber update is handled automatically without manual data entry.
🎯
Marketing managers
You depend on accurate lead data from sales outreach to trigger targeted email campaigns, but siloed tools leave your segments half-empty — with this integration, every pipeline change updates your subscriber records right away.
📋
Customer success leads
You need a complete history of prospect interactions from initial close to ongoing campaign engagement, but scattered records obscure the customer journey — with this integration, every activity and contact update is captured seamlessly.
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 + Drip

Build and manage your Close + Drip 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 + Drip 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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in $19.99

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Frequently Asked Questions

How do I connect Close to Drip?
Frequently Asked Questions
You can connect Close to Drip in 1-click using ready workflows on Integrately, or ask Integrately AI to build your custom automation. It connects your CRM data with automated marketing platforms alongside tools like Slack, Gmail, and Shopify.
How do I sync Close leads to Drip subscribers automatically?
Frequently Asked Questions
Can I connect Close, Drip, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and Drip?
Frequently Asked Questions
Can I trigger an automation when a lead status changes in Close?
Frequently Asked Questions
How does Drip handle subscriber updates from Close?
Frequently Asked Questions
Do I need coding skills to build a Close and Drip workflow?
Frequently Asked Questions
Is the Close and Drip integration free?
Frequently Asked Questions
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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 Drip With 1500+ Other Apps

Close
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Drip
Popular Drip Integrations
Sync Drip with marketing, analytics, and e-commerce tools to keep customer data working across your stack.
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