Close + Instamojo Integration

Q: Can I automatically create a Close lead when a payment is added in Instamojo?

Yes, every new Instamojo payment can instantly generate a lead in Close using ready-made templates or custom workflows.

Q: Can I connect Close, Instamojo, and Google Sheets?

You can connect Close, Instamojo, and Google Sheets together in a multi-step workflow. Payments in Instamojo create Close leads and add rows in Google Sheets, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Close and Instamojo?

Most alternatives charge more and require complex setup, but Integrately offers 1-click workflows, 24/5 live chat support, and 20 million+ ready templates for your Close and Instamojo integration.

Q: How does Close handle lead data during payment synchronization?

Close handles incoming payment data by mapping customer names, emails, and transaction amounts directly into lead records. You can use a ready automation or ask Integrately AI to map the fields.

Q: How does Instamojo trigger automations when refunds occur?

Instamojo triggers refund events instantly when a transaction reversal happens, allowing you to update lead statuses in Close automatically.

Q: Can I automate Close and Instamojo without any coding skills?

No coding skills are required to connect Close and Instamojo. You can select a pre-built workflow template or tell Integrately AI what you want to achieve.

Q: Is the Close and Instamojo integration free?

You can start your Close and Instamojo integration with a free forever plan available on Integrately.

Integrate Close to Instamojo in one click, or tell Integrately AI how you want each lead handled. Track new payments, update your CRM records, alert your sales team, and trigger follow-ups automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Opportunity status change activity is updated in Close Instant
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 activity 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
Payment is added in Instamojo
Payment request is added in Instamojo
Refund is issued in Instamojo

Search contact in Close
Update lead in Close
Search lead in Close
Create lead in Close
Update task in Close
Create task in Close
Search task in Close
Search opportunity in Close
Update opportunity in Close
Create opportunity in Close
Create contact in Close
Update contact in Close
Create note in Close
Update note in Close
Search note in Close
Create email in Close
Search user in Close
Create SMS in Close
Create custom activity in Close
Run activity overview report in Close
Delete logged call in Close
Create export in Close
Run sent email report in Close
Subscribe Contact to Email Sequence in Close
Search custom activity in Close
Add address to lead in Close
Delete email in Close
Merge two leads in Close
Create bulk email in Close
Run opportunity report in Close
Create smart view in Close
Run status change report in Close
Toggle Forwarding on Phone Number in Close
Update custom activity in Close
Update smart view in Close
Update email sequence subscription in Close
Delete email address from contact in Close
Create bulk sequence subscription action in Close
Search email sequence subscription in Close
Search number of Leads in Query in Close
Search connected account in Close
Get activity by id in Close
Create call in Close
Update call in Close
Search call in Close

Trusted by experts at...

Ready Workflows for Close + Instamojo Integration

Capture customer payments, create CRM records, update lead statuses, alert your sales team, and trigger follow-ups, all in just one click.

Create Close contact from new Instamojo payment

If you've been using Instamojo to power your online payments, you'll be happy to know that integration with Close will make it even easier for you to keep track of your payments and contact.

With this integration, when a payment is added in Instamojo, a contact will automatically be created in Close. This makes it easy to keep track of your payments and contact data all in one place.

So if you're already using Instamojo and Close, be sure to check it out!

Activate

Create Close opportunity from new Instamojo payment

If you use Instamojo to process payments, you can now use this integration to create opportunity in Close right from the payment screen.

This will save you time by automatically creating a opportunity for each payment made through Instamojo. Plus, it's a great way to keep track of your sales activity and remind yourself of any payment deadlines.

Activate

Create Close note for new Instamojo payment

Instamojo + Close Integration

Activate

Create Close task for new Instamojo payment

If you're using Instamojo to process your payments, you can easily create task in Close for each payment. This will help you keep track of what needs to be done with each payment and ensure that everything is completed in a timely manner.

Creating a task for each payment will also allow you to more easily track your payments and budget. To get started, simply click activate and connect your Instamojo and Close accounts, and we'll take care of the rest!

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + Instamojo flow

Sync payment details to your CRM, update financial records, and alert your team across your entire stack. Pick a combination and activate it in one click.

HubSpot (8)

Stripe (3)

Mailchimp (3)

Google Sheets (3)

Slack (3)

Gmail (3)

When Payment is added in Instamojo, create a contact in Close, and create a contact in HubSpot.

Every new Instamojo payment instantly creates a lead in Close and a contact in HubSpot without manual data entry.

When Payment request is added in Instamojo, create a lead in Close, and log a deal in HubSpot.

Turn new Instamojo payment requests into active Close leads and tracked HubSpot deals instantly.

When Refund is issued in Instamojo, update the lead in Close, and update the contact in HubSpot.

Keep customer records updated across Close and HubSpot the moment an Instamojo refund is processed.

When Payment is added in Instamojo, create a task in Close, and create a task in HubSpot.

Trigger follow-up tasks in Close and HubSpot automatically whenever an Instamojo payment comes in.

If an Instamojo payment exceeds a threshold, update the lead in Close and create a priority contact in HubSpot.

Route high-value Instamojo payments into priority Close leads and HubSpot contacts automatically.

When Refund is issued in Instamojo, update the opportunity in Close, and update the deal stage in HubSpot.

Adjust Close opportunities and HubSpot deal stages automatically when an Instamojo refund occurs.

Use Claude to analyse Instamojo payment notes, update the lead in Close, and create a HubSpot contact.

Extract customer intent with Claude when an Instamojo payment arrives, updating Close and HubSpot.

When Payment is added in Instamojo, create a lead in Close, create a HubSpot contact, and post an alert in Slack.

Notify your team in Slack while creating leads in Close and HubSpot for every Instamojo payment.

When Payment is added in Instamojo, create a lead in Close, and create a customer in Stripe.

Sync Instamojo payments to Close leads and create corresponding Stripe customer profiles automatically.

When Payment request is added in Instamojo, create a contact in Close, and create an invoice in Stripe.

Generate Stripe invoices and Close contacts automatically from new Instamojo payment requests.

When Refund is issued in Instamojo, update the lead in Close, and create a refund record in Stripe.

Log refunds across Stripe and update Close lead statuses instantly when an Instamojo refund occurs.

When Payment is added in Instamojo, create a contact in Close, and add a subscriber in Mailchimp.

Add paying Instamojo customers to Close and subscribe them to your Mailchimp audience instantly.

When Payment request is added in Instamojo, create a lead in Close, and add a tag in Mailchimp.

Tag Mailchimp subscribers and create Close leads when new Instamojo payment requests are created.

When Refund is issued in Instamojo, update the lead in Close, and remove a subscriber in Mailchimp.

Remove refunded customers from Mailchimp lists and update their Close lead status automatically.

When Payment is added in Instamojo, create a lead in Close, and add a spreadsheet row in Google Sheets.

Log every Instamojo payment in Google Sheets while simultaneously creating a lead in Close.

When Payment request is added in Instamojo, create a contact in Close, and update a spreadsheet row in Google Sheets.

Update tracking spreadsheets and create Close contacts when new Instamojo payment requests arrive.

When Refund is issued in Instamojo, update the lead in Close, and add a spreadsheet row in Google Sheets.

Record refund details in Google Sheets and update the corresponding Close lead instantly.

When Payment is added in Instamojo, create a lead in Close, and send a channel message in Slack.

Notify your team in Slack and create a Close lead instantly for every new Instamojo payment.

When Payment request is added in Instamojo, create a contact in Close, and send a direct message in Slack.

Alert specific team members via Slack direct message when new Instamojo payment requests are created.

When Refund is issued in Instamojo, update the lead in Close, and send a channel message in Slack.

Notify your finance channel in Slack and update Close leads when an Instamojo refund occurs.

When Payment is added in Instamojo, create a lead in Close, and send an email in Gmail.

Send a confirmation email via Gmail and create a Close lead automatically upon Instamojo payment.

When Payment request is added in Instamojo, create a contact in Close, and send an email in Gmail.

Dispatch payment request emails via Gmail and create Close contacts for new Instamojo requests.

When Refund is issued in Instamojo, update the lead in Close, and send an email in Gmail.

Send refund notification emails via Gmail and update Close lead records when an Instamojo refund happens.

Supported triggers and actions for Close and Instamojo

Mix and match to build the exact automation you need

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

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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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Instamojo Triggers & Actions

Payment is added in Instamojo

Triggers the automation when a new payment is added

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Payment request is added in Instamojo

Triggers the automation when a payment request is created

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Refund is issued in Instamojo

Triggers the automation when a refund is issued

Try it →

What can you automate with Close + Instamojo?

Connect payment processing with CRM management to run your sales and billing operations seamlessly.

Get Started For Free

💳

Capture every Instamojo payment in Close

Automatically create a new lead or contact in Close the moment a payment is added in Instamojo. Eliminate manual data entry and ensure every transaction is recorded.

📋

Map all submitted payment fields accurately

Transfer custom payment amounts, customer names, and email addresses directly into your Close lead fields. Your CRM database stays comprehensive and clean.

🔔

Notify your team the second payment arrives

Send instant alerts to your sales channel or account managers when a customer completes an Instamojo transaction. Your team can initiate onboarding without delay.

🔀

Route leads based on payment amount

Apply conditional rules to tag high-value transactions differently from standard purchases. Ensure VIP customers receive priority attention from senior reps.

🔄

Keep CRM records updated as payments change

Automatically update existing Close leads and opportunities when payment details or statuses are modified in Instamojo. Your sales records never go stale.

🔍

Search and update instead of creating duplicates

Check if a customer already exists in Close before creating a new record. Keep your database deduplicated and organized effortlessly.

💸

Handle refunds and cancellations automatically

Trigger status updates in Close and adjust deal records when a refund is issued in Instamojo. Maintain accurate financial and pipeline tracking.

🔌

Extend your workflow to Slack or Google Sheets

Connect your Close and Instamojo automation with Google Sheets to log every transaction and notify your team in Slack instantly.

And much more...

Who is Close + Instamojo integration for?

Sales managers, finance leads, and operations specialists streamline their revenue tracking and customer management workflows.

Sales managers

Finance leads

Agency owners

Operations specialists

Account executives

Support supervisors

📈

Sales managers

You're reviewing performance metrics in Close but your transaction data only updates when someone manually exports payment receipts, so the conversion numbers you're reviewing are always hours behind — with this integration, every new payment lands in your CRM instantly and your metrics stay current.

⚡

Finance leads

You need to reconcile Instamojo transactions against your sales pipeline immediately, but manual data entry causes constant discrepancies and delayed reporting — with this integration, every transaction updates your records automatically and your financial data matches reality.

🤝

Agency owners

You answer to clients who want immediate confirmation when invoices are paid, but manual tracking leaves gaps in your communication history — with this integration, every payment triggers instant client updates and your project pipeline remains fully transparent.

🔄

Operations specialists

The transaction volume is too high for your team to keep up by hand, leading to missed lead records and broken handoffs — with this integration, every payment and refund syncs across platforms automatically and your administrative backlog disappears.

🎯

Account executives

You own the client onboarding step and depend on billing notifications to trigger outreach, but delayed alerts stall your follow-up process — with this integration, every new payment creates your follow-up tasks instantly and your outreach begins right away.

📋

Support supervisors

You need a reliable customer history in Close to handle billing inquiries, but missing transaction logs create frustrating support gaps — with this integration, every payment and refund history syncs perfectly and your support team has complete context.

Try This Integration – No Code Needed

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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 + Instamojo

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

1,500+ apps connected

Connect Close + Instamojo with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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

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

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

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

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.

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Frequently Asked Questions

How do I connect Close to Instamojo?

You can connect Close to Instamojo using 1-click automations on Integrately. Start with a ready template or ask Integrately AI to build your custom Close and Instamojo integration instantly.

Can I automatically create a Close lead when a payment is added in Instamojo?

Can I connect Close, Instamojo, and Google Sheets?

What is a good Zapier alternative for Close and Instamojo?

How does Close handle lead data during payment synchronization?

How does Instamojo trigger automations when refunds occur?

Can I automate Close and Instamojo without any coding skills?

Is the Close and Instamojo integration free?

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 Instamojo With 1500+ Other Apps

Popular Close Integrations

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Popular Instamojo Integrations

Sync Instamojo with accounting, invoicing, and spreadsheet platforms to track your financial data accurately.

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Close + Instamojo Integration

Integrate Close to Instamojo in one click, or tell Integrately AI how you want each lead handled. Track new payments, update your CRM records, alert your sales team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Close + Instamojo Integration

Capture customer payments, create CRM records, update lead statuses, alert your sales team, and trigger follow-ups, all in just one click.

Create Close contact from new Instamojo payment

Create Close opportunity from new Instamojo payment

Create Close note for new Instamojo payment

Create Close task for new Instamojo payment

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + Instamojo flow

Sync payment details to your CRM, update financial records, and alert your team across your entire stack. Pick a combination and activate it in one click.

Supported triggers and actions for Close and Instamojo

Mix and match to build the exact automation you need

What can you automate with Close + Instamojo?

Connect payment processing with CRM management to run your sales and billing operations seamlessly.

Who is Close + Instamojo integration for?

Sales managers, finance leads, and operations specialists streamline their revenue tracking and customer management workflows.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Close + Instamojo

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Close or Instamojo With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Close + Instamojo Integration

Integrate Close to Instamojo in one click, or tell Integrately AI how you want each lead handled. Track new payments, update your CRM records, alert your sales team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Close + Instamojo Integration

Capture customer payments, create CRM records, update lead statuses, alert your sales team, and trigger follow-ups, all in just one click.

Create Close contact from new Instamojo payment

Create Close opportunity from new Instamojo payment

Create Close note for new Instamojo payment

Create Close task for new Instamojo payment

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + Instamojo flow

Sync payment details to your CRM, update financial records, and alert your team across your entire stack. Pick a combination and activate it in one click.

Supported triggers and actions for Close and Instamojo

Mix and match to build the exact automation you need

What can you automate with Close + Instamojo?

Connect payment processing with CRM management to run your sales and billing operations seamlessly.

Who is Close + Instamojo integration for?

Sales managers, finance leads, and operations specialists streamline their revenue tracking and customer management workflows.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Close + Instamojo

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Close or Instamojo With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click