EngageBay CRM + Close Integration

Integrate Close to EngageBay CRM in one click, or tell Integrately AI how you want each lead handled. Sync every new lead, update company details, track deals, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • EngageBay CRM
    Contact is created in EngageBay CRM
  • EngageBay CRM
    Contact is updated in EngageBay CRM
  • EngageBay CRM
    Owner is created in EngageBay CRM
  • EngageBay CRM
    Deal is created in EngageBay CRM
  • EngageBay CRM
    Deal is updated in EngageBay CRM
  • EngageBay CRM
    Form is submitted in EngageBay CRM
  • EngageBay CRM
    List is created in EngageBay CRM
  • EngageBay CRM
    Company is created in EngageBay CRM
  • EngageBay CRM
    Company is updated in EngageBay CRM
  • 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
Arrow Right
2.
  • EngageBay CRM
    Create a contact in EngageBay CRM
  • EngageBay CRM
    Update contact in EngageBay CRM
  • EngageBay CRM
    Search contact by email in EngageBay CRM
  • EngageBay CRM
    Add tag to a contact in EngageBay CRM
  • EngageBay CRM
    Remove tag from contact in EngageBay CRM
  • EngageBay CRM
    Search contact in EngageBay CRM
  • EngageBay CRM
    Add contact to a form in EngageBay CRM
  • EngageBay CRM
    Create a company in EngageBay CRM
  • EngageBay CRM
    Search company in EngageBay CRM
  • 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

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Close + EngageBay CRM Integration

Capture new leads, update contact records, log deals, notify your sales team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
EngageBay CRM + Close Integration

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.
See more
EngageBay CRM + Close Integration

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!
See more
  • 1of2
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 + EngageBay CRM flow

Connect scheduling, email, marketing, messaging, payment, and meeting tools to extend your sales automation pipeline. Pick a combination and activate it in one click.

EngageBay CRM
Close
+
CalendlyCalendly (8)
+
GmailGmail (8)
+
MailchimpMailchimp (8)
+
SlackSlack (8)
+
StripeStripe (8)
+
ZoomZoom (8)
C
C
E
Add every new Calendly booking to Close as a lead, and create a contact in EngageBay CRM.
New Calendly bookings instantly appear in Close as leads and generate a contact in EngageBay CRM without manual copying.
C
C
E
Log every rescheduled Calendly meeting as a note in Close, and update the contact in EngageBay CRM.
Rescheduled Calendly meetings update your Close notes and EngageBay CRM contact history automatically.
C
C
E
When a Calendly event is cancelled, update the lead status in Close and remove the tag in EngageBay CRM.
Cancelled Calendly meetings automatically update lead statuses in Close and adjust tags in EngageBay CRM.
C
C
E
Create a task in Close for every Calendly booking, and create a company in EngageBay CRM.
New Calendly bookings generate follow-up tasks in Close and new company profiles in EngageBay CRM.
C
C
E
If a Calendly invitee selects VIP tier, create a priority lead in Close and add a tag in EngageBay CRM.
VIP Calendly bookings trigger priority lead creation in Close and tag contacts in EngageBay CRM.
C
C
E
When a Calendly meeting is completed, update the Close lead status and update the contact in EngageBay CRM.
Completed Calendly meetings automatically update lead stages in Close and refresh contact profiles in EngageBay CRM.
C
C
E
Use Claude to summarise every new Calendly booking, create a note in Close, and add a contact in EngageBay CRM.
Claude summarises Calendly booking questions into actionable notes in Close and creates EngageBay CRM contacts.
C
C
E
Turn every new Calendly booking into a lead in Close, create a contact in EngageBay CRM, and schedule a meeting in Zoom.
Calendly bookings trigger lead creation in Close, contact setup in EngageBay CRM, and Zoom meeting coordination.

Supported triggers and actions for EngageBay CRM and Close

Mix and match to build the exact automation you need

EngageBay CRM
EngageBay CRM Triggers & Actions
Contact is created in EngageBay CRM
Triggers the automation when a new contact is created
Try it →
Contact is updated in EngageBay CRM
Triggers the automation when a contact is updated
Try it →
Owner is created in EngageBay CRM
Triggers the automation when a new owner is created
Try it →
Deal is created in EngageBay CRM
Triggers the automation when a deal is created
Try it →
Deal is updated in EngageBay CRM
Triggers the automation when a deal is updated
Try it →
Form is submitted in EngageBay CRM
Triggers the automation when a form is filled
Try it →
List is created in EngageBay CRM
Triggers the automation when a new list is created
Try it →
Company is created in EngageBay CRM
Triggers the automation when a new company is created
Try it →
Company is updated in EngageBay CRM
Triggers the automation when a company is updated
Try it →
Create a contact in EngageBay CRM
Adds a new contact to the contact list
Try it →
Update contact in EngageBay CRM
Updates contact information with new details
Try it →
Search contact by email in EngageBay CRM
Finds and retrieves contact information using their email address
Try it →
Add tag to a contact in EngageBay CRM
Adds a tag to a contact
Try it →
Remove tag from contact in EngageBay CRM
Untag the contact
Try it →
Search contact in EngageBay CRM
Finds and retrieves contact information
Try it →
Add contact to a form in EngageBay CRM
Adds a new contact to a form
Try it →
Create a company in EngageBay CRM
Creates a new company record
Try it →
Search company in EngageBay CRM
Finds information about a company
Try it →
Close
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
Export is created in Close
Triggers the automation when a new export occurs
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
Lead is created in Close
Triggers the automation when a new lead is created
Try it →
Instant
Contact is created in Close
Triggers the automation when a new contact is created
Try it →
Instant
Contact is updated in Close
Triggers the automation when a contact is updated
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
Email is created in Close
Triggers the automation when a new email is created
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 →
Instant
SMS is created in Close
Triggers the automation when a SMS is created
Try it →
Instant
Meeting is created in Close
Triggers the automation when a new meeting is scheduled
Try it →
Note is created in Close
Triggers the automation when a new note is created
Try it →
Search contact in Close
Finds and retrieves contact information
Try it →
Update lead in Close
Updates the lead information
Try it →
Search lead in Close
Retrieves information for a particular lead
Try it →
Create lead in Close
Generates new leads for potential customers
Try it →
Update task in Close
Updates the task
Try it →
Create task in Close
Creates a new task
Try it →
Search task in Close
Searches for a task
Try it →
Search opportunity in Close
Searches for a opportunity
Try it →
Update opportunity in Close
Updates the opportunity
Try it →
Create opportunity in Close
Creates a new instance of the support system
Try it →
Create contact in Close
Adds a new contact to the database
Try it →
Update contact in Close
Updates contact information
Try it →
Create note in Close
Creates a new note in the particular format
Try it →
Update note in Close
Updates a note
Try it →
Search note in Close
Searches for a note
Try it →
Create email in Close
Adds a new contact to the contact list
Try it →
Search user in Close
Searches for a user
Try it →
Create SMS in Close
Creates a new sms
Try it →
Create custom activity in Close
Logs a new custom activity
Try it →
Run activity overview report in Close
Runs an activity overview report
Try it →
Delete logged call in Close
Removes a recorded phone conversation
Try it →
Create export in Close
Generates a new data export
Try it →
Run sent email report in Close
Runs a sent email report
Try it →
Subscribe Contact to Email Sequence in Close
Subscribes a contact to an email sequence
Try it →
Search custom activity in Close
Searches for a custom activity
Try it →
Add address to lead in Close
Updates lead information with address details
Try it →
Delete email in Close
Deletes particular emails from inbox
Try it →
Merge two leads in Close
Merges two leads
Try it →
Create bulk email in Close
Sends multiple emails to a list of recipients using a pre-set template
Try it →
Run opportunity report in Close
Runs an opportunity report
Try it →
Create smart view in Close
Creates a new smart view
Try it →
Run status change report in Close
Runs a status change report
Try it →
Toggle Forwarding on Phone Number in Close
Toggles forwarding on a phone number
Try it →
Update custom activity in Close
Updates a particular custom activity with new information
Try it →
Update smart view in Close
Updates smart view
Try it →
Update email sequence subscription in Close
Updates an email sequence subscription
Try it →
Delete email address from contact in Close
Removes an email address from a contact list
Try it →
Create bulk sequence subscription action in Close
Subscribes multiple leads to an email sequence in bulk
Try it →
Search email sequence subscription in Close
Searches for an email sequence subscription
Try it →
Search number of Leads in Query in Close
Searches for the number of leads in a query
Try it →
Search connected account in Close
Searches for linked accounts to streamline account management
Try it →
Get activity by id in Close
Retrieves a activity details by its id
Try it →
Create call in Close
Initiates a call to the recipient
Try it →
Update call in Close
Updates call information
Try it →
Search call in Close
Searches for a call
Try it →

What can you automate with Close + EngageBay CRM?

Streamline your entire sales workflow by connecting every trigger and action between Close and EngageBay CRM.

What you can automate?
🔄
Sync new leads between Close and EngageBay CRM
Automatically create a contact in EngageBay CRM the moment a new lead is created in Close. Eliminate manual data entry and ensure both platforms maintain identical prospect records.
📋
Capture every submitted custom field
Map all available lead attributes and custom notes from Close into corresponding EngageBay CRM fields instead of just names and emails. Your CRM database becomes a comprehensive source for review.
🔔
Notify your sales team instantly
Send instant notifications to your team channel whenever a new high-value lead or deal update occurs. Ensure fast response times and keep everyone aligned on pipeline progress.
🔀
Route deals based on submitted criteria
Trigger different actions depending on the specific lead status or deal value submitted. Send enterprise accounts to priority pipelines and standard leads to general queues automatically.
🔄
Keep contact records continuously updated
Automatically update contact details and lead statuses across both Close and EngageBay CRM whenever information changes. Prevent data drift and maintain single sources of truth.
🔍
Avoid duplicate records with smart search
Search existing contacts by email before creating new records to prevent duplicate entries. Keep your database clean and organized without manual deduplication work.
📊
Handle later deal stage changes and wins
Automatically update opportunity statuses, log closed-won deals, and adjust pipeline stages in EngageBay CRM whenever milestones are reached in Close.
🔌
Extend your sales flow to Slack
Connect your core Close and EngageBay CRM pipeline with Slack to broadcast deal wins, notify reps of new leads, and keep your entire revenue team fully informed.
And much more...

Who is Close + EngageBay CRM integration for?

Revenue teams, sales managers, and business owners eliminate manual data entry and keep pipelines synchronized across Close and EngageBay CRM.

Sales leaders and managers
Sales leaders and managers
Account executives
Account executives
Customer success teams
Customer success teams
High-volume outbound teams
High-volume outbound teams
Sales development reps
Sales development reps
Revenue operations specialists
Revenue operations specialists
📈
Sales leaders and managers
You're reviewing pipeline reports every morning but your lead counts only update when reps manually export data, so the conversion metrics you're optimising against are always a few hours behind — this integration means every new lead lands in both systems instantly and your data stays current.
Account executives
You need to act fast on inbound prospects, but contact details get trapped in your calling tool and take hours to reach your CRM, so hot leads go cold before you make contact — automating both apps means every lead is created immediately and your follow-ups happen without delay.
🤝
Customer success teams
You answer to executive leadership who want to see active client progress, but pipeline changes require manual copy-pasting between platforms, so your status reports are constantly outdated — connecting these apps means deal updates sync automatically and your progress tracking is always accurate.
🚀
High-volume outbound teams
The volume of daily outreach is too high for anyone to keep up by hand, and manual data transfer causes endless missing records, so your sales pipeline develops critical blind spots — this integration means every interaction is logged instantly and your records remain complete.
🔄
Sales development reps
You own the initial outreach and depend on someone upstream to hand over prospect details, but communication lags leave you waiting for lead assignments, so your daily prospecting momentum stalls — automating both apps means qualified leads appear in your queue the moment they register.
📊
Revenue operations specialists
You need a reliable history of every customer touchpoint and keep finding frustrating gaps in your reporting data caused by skipped manual entries — with this integration, every contact and deal record is captured reliably and your historical database stays pristine.
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 EngageBay CRM + Close

Build and manage your EngageBay CRM + Close automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect EngageBay CRM + Close 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
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Close to EngageBay CRM?
Frequently Asked Questions
You can connect Close to EngageBay CRM in 1-click using ready templates on Integrately. Link your accounts, choose your trigger and action, and let Integrately AI handle the setup.
Can I automatically sync new leads from Close to EngageBay CRM?
Frequently Asked Questions
Can I connect Close, EngageBay CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and EngageBay CRM?
Frequently Asked Questions
How does Close handle lead data updates in this integration?
Frequently Asked Questions
How are contacts managed in EngageBay CRM during synchronization?
Frequently Asked Questions
Can I automate Close and EngageBay CRM without any coding?
Frequently Asked Questions
Is the Close and EngageBay CRM integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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 EngageBay CRM With 1500+ Other Apps

Close
Popular Close Integrations
Connect Close to email tools, calling platforms, and reporting systems to manage communications and close more deals.
See All
Close Integrations arrow right
No popular apps found
EngageBay CRM
Popular EngageBay CRM Integrations
Sync EngageBay CRM with marketing automation, helpdesk software, and form builders to manage customer relationships across your stack.