Close + FormKeep Integration

Integrate Close to FormKeep in one click, or tell Integrately AI how you want each submission handled. Capture every form entry, create leads automatically, update your CRM, and trigger sales follow-ups without manual data entry.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • FormKeep
    Form is submitted in FormKeep Instant
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2.
  • 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

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Ready Workflows Ready Workflows for Close + FormKeep Integration

Capture form submissions, create leads, update contact details, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
FormKeep + Close Integration

Create Close contact for new FormKeep submission

When someone completes your FormKeep, a new contact is automatically created in your Close. This way, you can quickly follow up with the submission and turn them into a customer!

Plus, all of the information from the FormKeep is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a FormKeep - Close integration set up makes it easy to manage your customer relationships and grow your business.
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FormKeep + Close Integration

Create Close opportunity for new FormKeep submission

Integrating your Close with your FormKeep, can help you automatically create new opportunitys based on submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This FormKeep - Close integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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FormKeep + Close Integration

Create Close task for new FormKeep submission

It's important to stay on top of your customer relationships, and one way to do that is to create Close tasks for new FormKeep submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Close task for new FormKeep submission received today - your customers will thank you for it!
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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 + FormKeep flow

Connect additional productivity, marketing, and messaging tools to extend your form capture and CRM workflow. Pick a combination and activate it in one click.

Close
FormKeep
+
WordPressWordPress (8)
+
MailchimpMailchimp (8)
+
SlackSlack (8)
+
CalendlyCalendly (8)
+
Google SheetsGoogle Sheets (8)
+
ActiveCampaignActiveCampaign (8)
F
C
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Create a Close lead for every FormKeep form submission, and add a new user in WordPress
Every FormKeep form submission creates a new lead in Close and adds a user in WordPress automatically. No manual copying, no missed prospect details.
F
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When a new FormKeep form submission arrives, create a Close lead and publish a WordPress post
FormKeep submissions create a corresponding lead in Close and publish a notification post in WordPress instantly.
F
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When a FormKeep form submission is received, create a Close lead and update the user profile in WordPress
Keep your Close pipeline current while automatically updating existing user accounts in WordPress from every new submission.
F
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Create a Close lead for every FormKeep form submission, and open a new WordPress page
Transform form entries into Close leads and automatically generate structured tracking pages in WordPress.
F
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If a FormKeep form submission includes enterprise tier, create a Close lead and publish a priority WordPress post
Route high-tier submissions into Close as leads while publishing urgent alert posts on your WordPress site.
F
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When a Close lead reaches qualification stage, update the record and refresh the WordPress user status
Synchronize lead progression milestones from Close back to your WordPress user management system.
F
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Use Claude to analyse every FormKeep form submission, create a Close lead, and publish the summary in WordPress
Let Claude evaluate form entries before generating a categorized Close lead and publishing a formatted summary in WordPress.
F
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Turn every FormKeep form submission into a Close lead, create a WordPress post, and notify your team in Slack
Capture form entries in Close, log them in WordPress, and broadcast instant team notifications via Slack.

Supported triggers and actions for Close and FormKeep

Mix and match to build the exact automation you need

Close
Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
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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
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Instant
Export is created in Close
Triggers the automation when a new export occurs
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Instant
Membership is activated in Close
Triggers the automation when a membership is activated
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Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
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Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
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Instant
Lead is created in Close
Triggers the automation when a new lead is created
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Instant
Contact is created in Close
Triggers the automation when a new contact is created
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Instant
Contact is updated in Close
Triggers the automation when a contact is updated
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Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
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Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
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Instant
Email is created in Close
Triggers the automation when a new email is created
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Instant
Call record is updated in Close
Triggers the automation when call details are modified
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Instant
Call record is created in Close
Triggers the automation when a new call record is created
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Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
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Instant
SMS is created in Close
Triggers the automation when a SMS is created
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Instant
Meeting is created in Close
Triggers the automation when a new meeting is scheduled
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Note is created in Close
Triggers the automation when a new note is created
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Search contact in Close
Finds and retrieves contact information
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Update lead in Close
Updates the lead information
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Search lead in Close
Retrieves information for a particular lead
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Create lead in Close
Generates new leads for potential customers
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Update task in Close
Updates the task
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Create task in Close
Creates a new task
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Search task in Close
Searches for a task
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Search opportunity in Close
Searches for a opportunity
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Update opportunity in Close
Updates the opportunity
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Create opportunity in Close
Creates a new instance of the support system
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Create contact in Close
Adds a new contact to the database
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Update contact in Close
Updates contact information
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Create note in Close
Creates a new note in the particular format
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Update note in Close
Updates a note
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Search note in Close
Searches for a note
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Create email in Close
Adds a new contact to the contact list
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Search user in Close
Searches for a user
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Create SMS in Close
Creates a new sms
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Create custom activity in Close
Logs a new custom activity
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Run activity overview report in Close
Runs an activity overview report
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Delete logged call in Close
Removes a recorded phone conversation
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Create export in Close
Generates a new data export
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Run sent email report in Close
Runs a sent email report
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Subscribe Contact to Email Sequence in Close
Subscribes a contact to an email sequence
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Search custom activity in Close
Searches for a custom activity
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Add address to lead in Close
Updates lead information with address details
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Delete email in Close
Deletes particular emails from inbox
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Merge two leads in Close
Merges two leads
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Create bulk email in Close
Sends multiple emails to a list of recipients using a pre-set template
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Run opportunity report in Close
Runs an opportunity report
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Create smart view in Close
Creates a new smart view
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Run status change report in Close
Runs a status change report
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Toggle Forwarding on Phone Number in Close
Toggles forwarding on a phone number
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Update custom activity in Close
Updates a particular custom activity with new information
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Update smart view in Close
Updates smart view
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Update email sequence subscription in Close
Updates an email sequence subscription
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Delete email address from contact in Close
Removes an email address from a contact list
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Create bulk sequence subscription action in Close
Subscribes multiple leads to an email sequence in bulk
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Search email sequence subscription in Close
Searches for an email sequence subscription
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Search number of Leads in Query in Close
Searches for the number of leads in a query
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Search connected account in Close
Searches for linked accounts to streamline account management
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Get activity by id in Close
Retrieves a activity details by its id
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Create call in Close
Initiates a call to the recipient
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Update call in Close
Updates call information
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Search call in Close
Searches for a call
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FormKeep
FormKeep Triggers & Actions
Instant
Form is submitted in FormKeep
Triggers the automation when a form is filled
Try it →
No action is available

What can you automate with Close + FormKeep?

Streamline your lead capture, CRM updates, team alerts, and follow-up sequences between Close and FormKeep in one click.

What you can automate?
📥
Create Close leads from form submissions automatically
Instantly turn every FormKeep form submission into a new lead in Close without manual data entry or delays.
📋
Capture every submitted form field in your CRM
Map all custom form questions, contact details, and user preferences directly into custom fields within Close.
🔔
Alert your sales team the moment a lead arrives
Notify the right representative via instant messaging or email as soon as a prospective customer submits a form.
🔀
Route leads based on submitted form answers
Assign high-value prospects to senior sales reps and standard inquiries to general queues based on form selections.
🔄
Keep your CRM records continuously updated
Automatically sync subsequent form updates or preference changes to existing lead records in Close.
🔍
Prevent duplicate records with intelligent lookups
Check if an email already exists in Close before creating a new lead, updating the existing record instead.
📈
Manage later status changes and deal milestones
Trigger automated workflows when lead statuses change or deals progress through your sales pipeline stages.
Extend your workflow with Slack or Google Sheets
Send form submission data directly to Google Sheets or post instant notifications to team channels in Slack.
And much more...

Who is Close + FormKeep integration for?

Sales teams, marketers, and business owners capturing web leads need immediate CRM synchronisation to eliminate manual data entry and accelerate follow-up times.

Revenue Operations Managers
Revenue Operations Managers
Sales Representatives
Sales Representatives
Agency Account Managers
Agency Account Managers
Growth Marketing Teams
Growth Marketing Teams
Inside Sales Teams
Inside Sales Teams
Customer Success Leads
Customer Success Leads
📊
Revenue Operations Managers
You're managing pipeline reporting in Close, but submission data only updates when someone manually exports form entries, so your conversion dashboards are always hours behind — with this integration, every new submission lands in your CRM instantly and your metrics stay accurate.
Sales Representatives
You're waiting for inbound inquiries to be manually assigned in Close, but leads sit in your inbox too long while prospects move on to competitors — automations for both apps means every form submission triggers an instant lead creation so you can respond within minutes.
🤝
Agency Account Managers
You're reporting campaign performance to clients using Close data, but missed submissions break your pipeline tracking and leave stakeholders questioning your numbers — this integration means every form entry is accurately logged so client reviews reflect complete pipeline activity.
🚀
Growth Marketing Teams
You're running high-traffic landing pages capturing hundreds of submissions, but manually creating Close records for each entry creates massive backlogs — automating both apps means high-volume lead capture runs effortlessly without human data entry errors.
🎯
Inside Sales Teams
You're relying on website visitors to fill out forms before you can initiate contact in Close, but manual handoffs cause valuable prospects to slip through the cracks — connecting these apps means every submission instantly creates a lead and assigns the next sales task.
📁
Customer Success Leads
You're reviewing customer history in Close, but fragmented submission records leave frustrating gaps in your onboarding notes and communication logs — with this integration, every initial form entry is permanently recorded for complete customer context.
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 Close + FormKeep

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

1,500+ apps connected
1,500+ apps connected
Connect Close + FormKeep 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
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Frequently Asked Questions

How do I connect Close to FormKeep?
Frequently Asked Questions
You can connect Close and FormKeep in 1 click using ready workflows on Integrately. You can also use Integrately AI to set up custom multi-step automation flows with apps like Slack, Google Sheets, and WordPress.
How can I automatically create Close leads from FormKeep form submissions?
Frequently Asked Questions
Can I connect Close, FormKeep, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and FormKeep?
Frequently Asked Questions
How does Close handle new lead creation from form submissions?
Frequently Asked Questions
How does FormKeep capture and pass form submission data?
Frequently Asked Questions
Do I need coding skills to automate Close and FormKeep?
Frequently Asked Questions
Is the Close and FormKeep integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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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 FormKeep With 1500+ Other Apps

Close
Popular Close Integrations
Connect Close with CRMs, email tools, and messaging platforms to manage and follow up on your deals.
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FormKeep
Popular FormKeep Integrations
Sync FormKeep with reporting, database, and marketing tools to keep submission data working across your stack.
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FormKeep Integrations arrow right
No popular apps found