Close + Instantly(legacy) Integration

Integrate Close to Instantly(legacy) in one click, or tell Integrately AI how you want each lead handled. Sync contacts, trigger outreach campaigns, update your tracking lists, and alert your team automatically.

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
  • Instantly(legacy)
    Email is sent in Instantly(legacy) Instant
  • Instantly(legacy)
    Reply is received in Instantly(legacy) Instant
  • Instantly(legacy)
    Email is bounced in Instantly(legacy) Instant
  • Instantly(legacy)
    Campaign is completed in Instantly(legacy) Instant
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2.

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Ready Workflows Ready Workflows for Close + Instantly(legacy) Integration

Capture leads, start outreach campaigns, sync pipeline details, and update tracking lists, all in just one click.

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 + Instantly(legacy) flow

Send outreach data to your CRM, notify your team on messaging apps, and log campaign metrics in spreadsheets. Pick a combination and activate it in one click.

Close
Instantly(legacy)
+
GmailGmail (4)
+
CalendlyCalendly (4)
+
HubspotHubspot (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
ZoomZoom (4)
C
I
G
Add every new Close lead to Instantly(legacy) campaigns, and send a notification email in Gmail
New Close leads automatically trigger cold email outreach in Instantly(legacy) while Gmail alerts your team, removing manual copy-pasting.
I
C
G
When a reply is received in Instantly(legacy), update lead in Close and send a follow-up email in Gmail
Replies from Instantly(legacy) campaigns update your Close records and trigger Gmail notices so sales reps can respond immediately.
I
C
G
When an email bounces in Instantly(legacy), update lead in Close and send an alert in Gmail
Bounced Instantly(legacy) emails update contact records in Close and trigger Gmail alerts to clean your mailing lists.
I
C
G
When an Instantly(legacy) campaign is completed, create a task in Close and send a summary in Gmail
Finished Instantly(legacy) campaigns create follow-up tasks in Close and email campaign summaries through Gmail.

Supported triggers and actions for Close and Instantly(legacy)

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
Try it β†’
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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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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Search contact in Close
Finds and retrieves contact information
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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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Instantly(legacy)
Instantly(legacy) Triggers & Actions
Instant
Email is sent in Instantly(legacy)
Triggers the automation when an email is sent
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Instant
Reply is received in Instantly(legacy)
Triggers the automation when a reply is received
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Instant
Email is bounced in Instantly(legacy)
Triggers the automation when an email bounces
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Instant
Campaign is completed in Instantly(legacy)
Triggers the automation when a campaign is completed
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Update lead status in Instantly(legacy)
Updates the status of a lead
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Create tag in Instantly(legacy)
Creates a new tag
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Delete tag in Instantly(legacy)
Deletes a tag
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Add tag to account in Instantly(legacy)
Adds a tag to an account
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Add tag to campaign in Instantly(legacy)
Adds a tag to a campaign
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Add lead to campaign in Instantly(legacy)
Adds a lead to a campaign
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Remove lead from campaign in Instantly(legacy)
Removes a lead from a campaign
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Remove tag from contact in Instantly(legacy)
Removes a tag from a contact
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Remove tag from campaign in Instantly(legacy)
Removes a tag from a campaign
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What can you automate with Close + Instantly(legacy)?

Streamline your cold email outreach and CRM workflows with powerful automated triggers and actions.

What you can automate?
πŸ”„
Sync new leads instantly
Automatically send every new lead created in Close directly into your active Instantly(legacy) outreach campaigns without manual data entry.
πŸ“₯
Capture all prospect response fields
Map incoming reply details from Instantly(legacy) campaigns directly into your Close contact records and tasks.
πŸ””
Alert your sales team immediately
Trigger instant team notifications whenever a cold email prospect replies to your Instantly(legacy) campaign.
πŸ”€
Route campaigns based on lead status
Add leads to specific Instantly(legacy) campaigns depending on their updated status or custom fields in Close.
πŸ“
Keep contact records up to date
Automatically update lead details in Close whenever campaign statuses or email delivery states change in Instantly(legacy).
🚫
Handle email bounces gracefully
Update lead records in Close instantly when an email bounces in Instantly(legacy) to protect your sender reputation.
🏁
Automate campaign completion tasks
Create follow-up tasks in Close the moment an Instantly(legacy) outreach campaign finishes running.
🌐
Extend your workflow with Gmail
Trigger automated follow-up emails in Gmail whenever a new lead is registered in Close and added to Instantly(legacy).
And much more...

Who is Close + Instantly(legacy) integration for?

Sales teams and outreach managers running cold email campaigns rely on this integration to sync prospect engagement directly with CRM records without manual data entry.

Sales Directors
Sales Directors
Outreach Managers
Outreach Managers
Account Executives
Account Executives
Growth Marketers
Growth Marketers
Business Development Reps
Business Development Reps
Operations Specialists
Operations Specialists
πŸ“ˆ
Sales Directors
You review pipeline activity reports every week but your CRM records only update after manual exports, so your growth metrics are always hours behind β€” automating both apps means every new lead and campaign reply syncs instantly and your pipeline numbers stay current.
⚑
Outreach Managers
You need to initiate cold email sequences immediately when prospects appear, but manual handoffs cause frustrating delays β€” with this integration, every new Close lead triggers Instantly(legacy) campaigns the second it is created.
🀝
Account Executives
You depend on accurate prospect history to prepare for sales calls, but missing campaign replies leave gaps in your client records β€” integrating these apps means every prospect interaction lands in your CRM automatically.
πŸ“Š
Growth Marketers
You manage high volumes of cold outreach campaigns that generate too many responses for manual sorting β€” automating both apps means campaign bounces and replies update your database without human intervention.
🎯
Business Development Reps
You own the initial outreach phase and depend on upstream lead generation to start conversations β€” this integration means every contact created in your CRM flows straight into your cold email sequences.
πŸ“
Operations Specialists
You need reliable audit trails of customer communications but find missing entries between your outreach tools and CRM β€” connecting these apps means every email sent and task created is logged accurately.
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 + Instantly(legacy)

Build and manage your Close + Instantly(legacy) 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 + Instantly(legacy) 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 β€” 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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in $19.99

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Frequently Asked Questions

How do I connect Close to Instantly(legacy)?
Frequently Asked Questions
You can connect Close to Instantly(legacy) in 1 click using ready templates on Integrately or ask Integrately AI to build the automation and map the fields.
How do I automatically add new Close leads to Instantly(legacy) campaigns?
Frequently Asked Questions
Can I connect Close, Instantly(legacy), and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and Instantly(legacy)?
Frequently Asked Questions
Can I update Close records when a reply is received in Instantly(legacy)?
Frequently Asked Questions
Can I update contact records when an email bounces in Instantly(legacy)?
Frequently Asked Questions
Do I need coding skills to automate Close and Instantly(legacy)?
Frequently Asked Questions
Is the Close and Instantly(legacy) integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect Close or Instantly(legacy) With 1500+ Other Apps

Close
Popular Close Integrations
Connect Close with CRMs, communication tools, and analytics platforms to manage and follow up on your sales pipeline.
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Instantly(legacy)
Popular Instantly(legacy) Integrations
Sync Instantly(legacy) with marketing, spreadsheet, and messaging tools to keep cold outreach data working across your stack.