EngageBay CRM + Close Integration

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1.

Contact is created in EngageBay CRM
Contact is updated in EngageBay CRM
Owner is created in EngageBay CRM
Deal is created in EngageBay CRM
Deal is updated in EngageBay CRM
Form is submitted in EngageBay CRM
List is created in EngageBay CRM
Company is created in EngageBay CRM
Company is updated in EngageBay CRM
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 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

2.

Trusted by experts at...

Ready Workflows for EngageBay CRM + Close Integration

Just click on the workflow you want to automate

Most popular automations

Create Close opportunity for new EngageBay CRM contact

This automation makes it easy to create new opportunitys in Close when a new contact is created in EngageBay CRM. Just connect your accounts, and every time a new contact is created in EngageBay CRM, 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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Create Close task for new EngageBay CRM contact

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

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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When Contact is updated in Close > Check condition > Create a contact in EngageBay CRM

Close + EngageBay CRM Integration

When Lead is created in Close > Check condition > Create a contact in EngageBay CRM

Close + EngageBay CRM Integration

When Contact is created in Close > Search contact in EngageBay CRM > Check any condition > (If condition matches) > Update contact in EngageBay CRM > (Else) > Create a contact in EngageBay CRM

Close + EngageBay CRM Integration

When Contact is updated in Close > Search contact in EngageBay CRM > Check any condition > (If condition matches) > Update contact in EngageBay CRM > (Else) > Create a contact in EngageBay CRM

Close + EngageBay CRM Integration

When Lead is created in Close > Search contact in EngageBay CRM > Check any condition > (If condition matches) > Update contact in EngageBay CRM > (Else) > Create a contact in EngageBay CRM

Close + EngageBay CRM Integration

When Contact is created in Close > Check any condition > Search contact in EngageBay CRM > Check any condition > (If condition matches) > Update contact in EngageBay CRM > (Else) > Create a contact in EngageBay CRM

Close + EngageBay CRM Integration

When Contact is updated in Close > Check any condition > Search contact in EngageBay CRM > Check any condition > (If condition matches) > Update contact in EngageBay CRM > (Else) > Create a contact in EngageBay CRM

Close + EngageBay CRM Integration

When Lead is created in Close > Check any condition > Search contact in EngageBay CRM > Check any condition > (If condition matches) > Update contact in EngageBay CRM > (Else) > Create a contact in EngageBay CRM

Close + EngageBay CRM Integration

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Top 10 Most Popular EngageBay CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Send Twilio sms for new EngageBay CRM contact

Create EngageBay CRM contact for new Rezdy order

Create EngageBay CRM contact for new Microsoft Excel row

Create EngageBay CRM contact for new CompanyHub record

Create EngageBay CRM contact for new SendFox contact

Send Twilio sms for new EngageBay CRM contact

Create EngageBay CRM contact for new Rezdy order

Create EngageBay CRM contact for new Microsoft Excel row

Create EngageBay CRM contact for new CompanyHub record

Create EngageBay CRM contact for new SendFox contact

Create EngageBay CRM contact for new GetResponse contact

Create EngageBay CRM contact for new Mautic contact

Create EngageBay CRM contact for new Mailvio contact

Create EngageBay CRM contact for new INBOX contact

Create EngageBay CRM contact for new MuxEmail contact

Create EngageBay CRM contact for new GetResponse contact

Create EngageBay CRM contact for new Mautic contact

Create EngageBay CRM contact for new Mailvio contact

Create EngageBay CRM contact for new INBOX contact

Create EngageBay CRM contact for new MuxEmail contact

Top 10 Most Popular Close Automations from
Integrately Community

Most popular

01

Create Close contact for new Webflow form submission

02

Create Close contact for new Elementor Forms form submission

03

Create Close contact for new GroovePages response

04

Create GoHighLevel opportunity for new Close opportunity

05

Create Close contact for new Formsite form submission

cloud

app integration

06

Create Close contact from new Kajabi offer

07

Create GoHighLevel opportunity from new Close contact

08

Create Close task for new OnceHub booking

09

Create Close contact for new Unbounce form submission

10

Create Close note for new WhatsApp message

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How Integrately Works?

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2

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3

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Connect EngageBay CRM + Close Now

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2,000 Tasks

in $19.⁹⁹

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You Can Also Connect EngageBay CRM or Close With 1400+ Other Apps

EngageBay CRM

EngageBay is a complete and affordable marketing & sales software designed for small businesses. It will help you manage your entire business, from sales to marketing and customer engagement - all in one simple place.

See EngageBay CRM Integrations

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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.

See Close Integrations

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