Create EspoCRM task for new Close opportunity
Close + EspoCRM Integration
Close + EspoCRM Integration
Connect Close to EspoCRM in 1 click
Free forever.Use premium features free for 14 days.1.
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
Contact is created in EspoCRM Instant- Contact is deleted in EspoCRM Instant
- Contact is updated in EspoCRM Instant
- Task is created in EspoCRM Instant
- Task is updated in EspoCRM Instant
- Task is deleted in EspoCRM Instant
- Account is created in EspoCRM Instant
- Opportunity is created in EspoCRM Instant
- Meeting is created in EspoCRM Instant
- Opportunity is updated in EspoCRM Instant
- Case is created in EspoCRM Instant
- Account is updated in EspoCRM Instant
- Account is deleted in EspoCRM Instant
- Opportunity is deleted in EspoCRM Instant
- Case is updated in EspoCRM Instant
- Case is deleted in EspoCRM Instant
- Meeting is updated in EspoCRM Instant
- Meeting is deleted in EspoCRM Instant
- Lead is updated in EspoCRM Instant
- Lead is created in EspoCRM Instant
- Lead is deleted in EspoCRM Instant
- Call is created in EspoCRM Instant
- Call record is updated in EspoCRM Instant
- Call is deleted in EspoCRM Instant
2.
Trusted by experts at...
Ready Workflows for Close + EspoCRM Integration
Just click on the workflow you want to automate
Most popular automations
Create Close contact for new EspoCRM contact
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this EspoCRM - Close integration, anytime a new EspoCRM contact is created, an Close contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See moreHowever, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this EspoCRM - Close integration, anytime a new EspoCRM contact is created, an Close contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create Close opportunity from new EspoCRM contact
Anytime a new contact is created in your EspoCRM, a new opportunity will automatically be created in your Close. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.
This EspoCRM - Close integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
See moreThis EspoCRM - Close integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
Create Close task for new EspoCRM contact
In EspoCRM, when you create a contact, it automatically creates a task in Close for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.
This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
See moreThis makes it easy to stay organized and ensure no important steps are missed when working with a customer.
Create EspoCRM contact for new Close contact
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Close - EspoCRM integration, anytime a new Close contact is created, an EspoCRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See moreHowever, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Close - EspoCRM integration, anytime a new Close contact is created, an EspoCRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create EspoCRM task for new Close contact
In Close, when you create a contact, it automatically creates a task in EspoCRM for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.
This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
See moreThis makes it easy to stay organized and ensure no important steps are missed when working with a customer.
When Contact is created in Close > Check condition > Create contact in EspoCRM
Close + EspoCRM Integration
When Contact is created in Close > Check condition > Create lead in EspoCRM
Close + EspoCRM Integration
When Contact is updated in Close > Check condition > Create contact in EspoCRM
Close + EspoCRM Integration
When Contact is updated in Close > Check condition > Create lead in EspoCRM
Close + EspoCRM Integration
- 1of2
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Top 10 Most Popular Close Automations from
Integrately Community
Just click on the workflow you want to automate
Create Close contact for new Webflow form submission
Create Close contact for new Elementor Forms form submission
Create Close contact for new GroovePages response
Create GoHighLevel opportunity for new Close opportunity
Create Close contact for new Formsite form submission
Create Close contact for new Webflow form submission
Create Close contact for new Elementor Forms form submission
Create Close contact for new GroovePages response
Create GoHighLevel opportunity for new Close opportunity
Create Close contact for new Formsite form submission
Create Close contact from new Kajabi offer
Create GoHighLevel opportunity from new Close contact
Create Close task for new OnceHub booking
Create Close contact for new Unbounce form submission
Create Close note for new WhatsApp message
Create Close contact from new Kajabi offer
Create GoHighLevel opportunity from new Close contact
Create Close task for new OnceHub booking
Create Close contact for new Unbounce form submission
Create Close note for new WhatsApp message
Top 10 Most Popular EspoCRM Automations from
Integrately Community
Most popular
01
Create WordPress user for new EspoCRM contact
02
Create EspoCRM contact for new Google Sheets row
03
Create Microsoft Excel row for new EspoCRM contact
04
Create Zoom webinar registrant for new EspoCRM contact
05
Create Google Calendar event for new EspoCRM task
Most popular
01
Create WordPress user for new EspoCRM contact
02
Create EspoCRM contact for new Google Sheets row
03
Create Microsoft Excel row for new EspoCRM contact
04
Create Zoom webinar registrant for new EspoCRM contact
05
Create Google Calendar event for new EspoCRM task
06
Create EspoCRM contact for new PostgreSQL row
07
Create EspoCRM contact from new Shoplazza customer
08
Create PostgreSQL row for new EspoCRM contact
09
Create SmartSuite row for new EspoCRM contact
10
Create VivifyScrum item for new EspoCRM task
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Close + EspoCRM Now 
In Just 1 Click!
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
Connect Close + EspoCRM Now
In Just 1 Click!
Want to automate something else in your workflow?
You Can Also Connect Close or EspoCRM With 1400+ Other Apps
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.
EspoCRM
EspoCRM is a free and open-source CRM software that helps businesses manage their customer relationships more efficiently. It provides an easy-to-use interface that allows users to see, enter and evaluate all company relationships regardless of the type.
