Close + Instantly Integration

Connect Close to Instantly - Automate your workflows in 1-click

Make use of Close automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Instantly automations to send personalized campaigns, capture leads from various sources, and track campaign performance. And automate all the repetitive tasks between Close & Instantly using Integrately.
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Close + Instantly Integration
1.
  • Close
    Custom activity is created or updated in Close

    Triggers the automation when a custom activity is created or updated

    Instant
  • Close
    Lead Status change is created in Close

    Triggers the automation when the status of a lead changes

    Instant
  • Close
    Export is created in Close

    Triggers the automation when a new export occurs

    Instant
  • Close
    Membership is activated in Close

    Triggers the automation when a membership is activated

    Instant
  • Close
    Email Sequence Subscription created or updated in Close

    Triggers the automation when a subscriber is added or updated

    Instant
  • Close
    Lead is created using search query in Close

    Triggers the automation when a new lead has been added based on search criteria

  • Close
    Lead is created in Close

    Triggers the automation when a new lead is created

    Instant
  • Close
    Contact is created in Close

    Triggers the automation when a new contact is created

    Instant
  • Close
    Contact is updated in Close

    Triggers the automation when a contact is updated

    Instant
  • Close
    Opportunity status change is created in Close

    Triggers the automation when the status of any opportunity changes

    Instant
  • Close
    Opportunity is created in Close

    Triggers the automation when any opportunity is updated

    Instant
  • Close
    Email is created in Close

    Triggers the automation when a new email is created

    Instant
  • Close
    Call record is updated in Close

    Triggers the automation when call details are modified

    Instant
  • Close
    Call record is created in Close

    Triggers the automation when a new call record is created

    Instant
  • Close
    Task is created in lead in Close

    Triggers the automation when a new task is created for any lead

    Instant
  • Close
    SMS is created in Close

    Triggers the automation when a SMS is created

    Instant
  • Close
    Meeting is created in Close

    Triggers the automation when a new meeting is scheduled

    Instant
  • Close
    Note is created in Close

    Triggers the automation when a new note is created

  • Instantly
    Email is sent in Instantly

    Triggers the automation when an email is sent

    Instant
  • Instantly
    Reply is received in Instantly

    Triggers the automation when a reply is received

    Instant
  • Instantly
    Email is bounced in Instantly

    Triggers the automation when an email bounces

    Instant
  • Instantly
    Campaign is completed in Instantly

    Triggers the automation when a campaign is completed

    Instant
2.
  • Close
    Update lead in Close

    Updates the lead information

  • Close
    Search lead in Close

    Retrieves information for a particular lead

  • Close
    Create lead in Close

    Generates new leads for potential customers

  • Close
    Update task in Close

    Updates the task

  • Close
    Create task in Close

    Creates a new task

  • Close
    Search task in Close

    Searches for a task

  • Close
    Search opportunity in Close

    Searches for a opportunity

  • Close
    Update opportunity in Close

    Updates the opportunity

  • Close
    Create opportunity in Close

    Creates a new instance of the support system

  • Close
    Search contact in Close

    Finds and retrieves contact information

  • Close
    Create contact in Close

    Adds a new contact to the database

  • Close
    Update contact in Close

    Updates contact information

  • Close
    Create note in Close

    Creates a new note in the particular format

  • Close
    Update note in Close

    Updates a note

  • Close
    Search note in Close

    Searches for a note

  • Close
    Create email in Close

    Adds a new contact to the contact list

  • Close
    Search user in Close

    Searches for a user

  • Close
    Create SMS in Close

    Creates a new sms

  • Close
    Create custom activity in Close

    Logs a new custom activity

  • Close
    Run activity overview report in Close

    Runs an activity overview report

  • Close
    Delete logged call in Close

    Removes a recorded phone conversation

  • Close
    Create export in Close

    Generates a new data export

  • Close
    Run sent email report in Close

    Runs a sent email report

  • Close
    Subscribe Contact to Email Sequence in Close

    Subscribes a contact to an email sequence

  • Close
    Search custom activity in Close

    Searches for a custom activity

  • Close
    Add address to lead in Close

    Updates lead information with address details

  • Close
    Delete email in Close

    Deletes particular emails from inbox

  • Close
    Merge two leads in Close

    Merges two leads

  • Close
    Create bulk email in Close

    Sends multiple emails to a list of recipients using a pre-set template

  • Close
    Run opportunity report in Close

    Runs an opportunity report

  • Close
    Create smart view in Close

    Creates a new smart view

  • Close
    Run status change report in Close

    Runs a status change report

  • Close
    Toggle Forwarding on Phone Number in Close

    Toggles forwarding on a phone number

  • Close
    Update custom activity in Close

    Updates a particular custom activity with new information

  • Close
    Update smart view in Close

    Updates smart view

  • Close
    Update email sequence subscription in Close

    Updates an email sequence subscription

  • Close
    Delete email address from contact in Close

    Removes an email address from a contact list

  • Close
    Create bulk sequence subscription action in Close

    Subscribes multiple leads to an email sequence in bulk

  • Close
    Search email sequence subscription in Close

    Searches for an email sequence subscription

  • Close
    Search number of Leads in Query in Close

    Searches for the number of leads in a query

  • Close
    Search connected account in Close

    Searches for linked accounts to streamline account management

  • Close
    Get activity by id in Close

    Retrieves a activity details by its id

  • Close
    Create call in Close

    Initiates a call to the recipient

  • Close
    Update call in Close

    Updates call information

  • Close
    Search call in Close

    Searches for a call

  • Instantly
    Update lead status in Instantly
  • Instantly
    Create tag in Instantly

    Automatically creates a new tag

  • Instantly
    Delete tag in Instantly

    Automatically deletes a tag

  • Instantly
    Add tag to account in Instantly

    Automatically adds a tag to an account

  • Instantly
    Add tag to campaign in Instantly

    Automatically adds a tag to a campaign

  • Instantly
    Add lead to campaign in Instantly

    Automatically adds a lead to a campaign

  • Instantly
    Remove lead from campaign in Instantly

    Automatically removes a lead from a campaign

  • Instantly
    Remove tag from contact in Instantly
  • Instantly
    Remove tag from campaign in Instantly
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