Engage AI + Close Integration

Connect Engage AI to Close in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Engage AI
    Lead is added in Engage AI
  • 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 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
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2.

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Ready Workflows Ready Workflows   for Engage AI + Close Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Engage AI + Close Integration

Create Close contact for new Engage AI 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 {{action.Marketing}} contact and Engage AI 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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Engage AI + Close Integration

Create Close opportunity for new Engage AI contact

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

Create Close task for new Engage AI contact

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

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 + Engage AI Integration

Create Engage AI contact for new Close contact

If you're using Close to manage your sales leads, it's important to also use Engage AI 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 Engage AI.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Top 10 Most Popular Close Automations from
Integrately Community

Most popularmost-popular-automations
01
Webflow (Legacy) logo
Close logo
Create Close contact for new Webflow form submission
02
Elementor Forms logo
Close logo
Create Close contact for new Elementor Forms form submission
03
GroovePages logo
Close logo
Create Close contact for new GroovePages response
04
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Close opportunity
05
Formsite logo
Close logo
Create Close contact for new Formsite form submission
cloud
Close
app integration
06
Kajabi logo
Close logo
Create Close contact from new Kajabi offer
07
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity from new Close contact
08
OnceHub logo
Close logo
Create Close task for new OnceHub booking
09
Unbounce logo
Close logo
Create Close contact for new Unbounce form submission
10
WhatsApp logo
Close logo
Create Close note for new WhatsApp message
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How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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750 Tasks
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in $19.99

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Want to automate something else in your workflow?

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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.