Close + Endorsal Integration
Integrate Close to Endorsal in one click, or tell Integrately AI how you want each lead handled. Create contacts, log testimonials, update lead details, and trigger follow-ups automatically.
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
Testimonial is created in Endorsal Instant
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
- Create contact in Endorsal
- Search contact in Endorsal
- Submit testimional in Endorsal
- Search testimonial in Endorsal
- Create product in Endorsal
- Create tag in Endorsal
Trusted by experts at...
Ready Workflows for Close + Endorsal Integration
Capture testimonials, create contacts, update leads, alert your team, and send follow-ups, 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 + Endorsal flow
Sync customer data with billing, meetings, support, communication, and spreadsheet tools right after your core automation finishes. Pick a combination and activate it in one click.
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Stripe (3)
Stripe (3) +
Calendly (3)
Calendly (3) +
HubSpot (3)
HubSpot (3) +
Gmail (3)
Gmail (3) +
Slack (3)
Slack (3) +
Google Sheets (3)
Google Sheets (3) S
C
E
When a Stripe customer is created, create a lead in Close and add the contact in Endorsal.
New Stripe customers immediately appear as leads in Close and get added in Endorsal without manual data entry.
S
C
E
When a Stripe charge is succeeded, update the lead in Close and create a product in Endorsal.
Successful Stripe payments update your Close lead status and register the product in Endorsal instantly.
S
C
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When a Stripe subscription is created, create an opportunity in Close and search for the contact in Endorsal.
New Stripe subscriptions generate an opportunity in Close and verify the contact in Endorsal automatically.
Supported triggers and actions for Close and Endorsal
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 → Endorsal Triggers & Actions
What can you automate with Close + Endorsal?
Streamline your sales communication and testimonial collection workflows with ready-made automation recipes.
🔄
Sync new leads directly into your testimonial collection
Create a contact in Endorsal automatically whenever a new lead is created in Close, ensuring zero delay in your social proof gathering.
📋
Capture every custom lead detail accurately
Map custom activity fields and lead properties from Close into Endorsal products and tags without missing important customer data.
💬
Alert your team instantly on new customer actions
Notify your sales and marketing channels the moment a testimonial is created in Endorsal or a lead status changes in Close.
🔀
Route records based on submitted lead data
Perform different actions in Endorsal depending on specific lead status changes or custom field values submitted in Close.
⏱️
Keep contact details up to date as records change
Update existing Endorsal contacts automatically whenever contact information or opportunity stages are modified in Close.
🛡️
Search and update instead of creating duplicates
Check for existing records in Endorsal before creating new entries, keeping your database clean and organized.
📊
Handle later status changes and milestone events
Trigger automated updates in Close whenever a new testimonial is successfully created and submitted in Endorsal.
🔗
Extend your workflow to Slack or Google Sheets
Connect your Close and Endorsal automation with Slack to notify team members about new reviews and customer milestones.
And much more...
Who is Close + Endorsal integration for?
Connecting Close and Endorsal eliminates manual data transfers between your CRM and testimonial collection workflows, keeping your sales pipeline and social proof entirely synchronized.
Sales managers
Account executives
Customer success leads
Growth marketers
RevOps specialists
Data analysts
📈
Sales managers
You rely on lead metrics in Close to forecast revenue, but manual testimonial tracking leaves your reporting sheets outdated — automating both apps means every new lead and contact syncs instantly and your pipeline numbers stay current.
⚡
Account executives
You need to initiate review requests right after closing deals, but manual contact creation delays your outreach — connecting these apps means every new Close lead immediately creates an Endorsal contact so follow-ups happen on time.
🤝
Customer success leads
You answer to stakeholders who want to see active client proof, but manual export delays create reporting gaps — with this integration, customer data flows smoothly and social proof collection runs without manual supervision.
🚀
Growth marketers
The volume of inbound leads in Close is too high for anyone to set up testimonial requests by hand, leading to missed reviews — automating both apps means every customer is registered for social proof collection the moment they appear in your CRM.
📋
RevOps specialists
You own the handoff between sales communication and marketing advocacy, but manual data entry causes missed steps — this integration means contact records update seamlessly across both platforms without manual intervention.
🔍
Data analysts
You need a reliable history of customer interactions and reviews, but manual logging leaves gaps in your database — connecting these apps means every lead and testimonial maps accurately into your historical records.
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 + Endorsal
Build and manage your Close + Endorsal automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Close + Endorsal 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 + Endorsal Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Close to Endorsal?
You can connect Close to Endorsal using 1-click automations on Integrately with tools like Stripe, Calendly, and HubSpot. Choose a ready template or ask Integrately AI to build your custom workflow.
Can I automatically create an Endorsal contact when a new lead is created in Close?
Can I connect Close, Endorsal, and Slack?
What is a good Zapier alternative for Close and Endorsal?
How does Close handle lead data during integration?
How does Endorsal collect testimonials after syncing with Close?
Do I need coding skills to automate Close and Endorsal?
Is the Close and Endorsal 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 Endorsal With 1500+ Other Apps
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Sync Endorsal with marketing automation, customer support, and survey tools to amplify your social proof collection.
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