Close + Omnisend Integration

Integrate Close to Omnisend in one click, or tell Integrately AI how you want each lead handled. Create subscribers, update contacts, trigger custom events, and sync data 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
  • Omnisend
    Contact is created in Omnisend
Arrow Right
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
  • Omnisend
    Create subscriber in Omnisend
  • Omnisend
    Trigger custom event in Omnisend

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Ready Workflows Ready Workflows for Close + Omnisend Integration

Capture leads, create subscribers, trigger custom events, and keep your marketing lists updated, all in just one click.

Most popular automationsmost-popular-automations
Close + Omnisend Integration

Create Omnisend contact for new Close contact

If you're using Close to manage your sales leads, it's important to also use Omnisend to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Close, a corresponding contact will automatically be created in Omnisend.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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  • 1of1
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 + Omnisend flow

Send customer data to your store, schedule follow-ups, and notify your team on messaging apps. Pick a combination and activate it in one click.

Close
Omnisend
+
ShopifyShopify (4)
+
CalendlyCalendly (4)
+
StripeStripe (4)
+
HubSpotHubSpot (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
C
S
O
Create a Shopify customer when a new lead is created in Close, and add an Omnisend subscriber
New Close leads automatically create Shopify customers and trigger Omnisend subscribers, keeping your ecommerce store and marketing lists aligned.
S
C
O
When a Shopify order is paid, update the matching Close lead and trigger an Omnisend custom event
Paid Shopify orders update your Close leads and trigger custom events in Omnisend, ensuring your sales and marketing teams stay informed.
S
C
O
Create a Close task when a Shopify customer is created, and subscribe them in Omnisend
New Shopify customers automatically generate follow-up tasks in Close and add subscribers to Omnisend campaigns.
S
C
O
When a Shopify product is updated, log a note in Close and trigger an Omnisend notification event
Product updates in Shopify automatically log notes in Close and trigger custom update events in Omnisend.

Supported triggers and actions for Close and Omnisend

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
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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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Omnisend
Omnisend Triggers & Actions
Contact is created in Omnisend
Triggers the automation when a new contact is created
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Create subscriber in Omnisend
Adds new users to the subscription list
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Trigger custom event in Omnisend
Initiates a custom event
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What can you automate with Close + Omnisend?

Streamline your sales and marketing operations with proven automated workflows connecting Close and Omnisend.

What you can automate?
🔄
Sync Close leads to Omnisend subscribers instantly
Automatically create an Omnisend subscriber the moment a new lead is created in Close, eliminating manual export and import steps.
📋
Capture every submitted lead field accurately
Map complete contact details and custom fields from Close directly into your Omnisend subscriber profiles for targeted segmentation.
🔔
Notify your team as soon as actions happen
Trigger instant team alerts and custom events whenever a new customer interacts with your sales or marketing pipelines.
🔀
Route records based on submitted criteria
Execute different follow-up actions and trigger specific email campaigns depending on lead status changes or custom properties.
📝
Keep destination records fully up to date
Automatically update subscriber lists and lead notes whenever contact details change in either platform.
🔍
Prevent duplicate records with smart lookups
Search existing contacts and update them rather than creating duplicate entries across your marketing and sales databases.
Handle later status changes and deal wins
Trigger targeted workflows and update marketing segments automatically when lead opportunities are won or lost.
🔗
Extend your workflow to external tools
Connect your core Close and Omnisend flow with Slack, Google Sheets, or Shopify to automate multi-app business processes.
And much more...

Who is Close + Omnisend integration for?

Connecting Close and Omnisend automates lead synchronization and campaign triggering, removing manual data entry for sales and marketing teams.

Performance marketers
Performance marketers
Sales reps
Sales reps
Account managers
Account managers
Ecommerce store owners
Ecommerce store owners
Operations specialists
Operations specialists
Customer success leads
Customer success leads
📈
Performance marketers
You're running campaigns across multiple channels but your marketing reports only update when someone manually exports lead data, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new lead lands in your tools instantly and your data stays current.
Sales reps
You need to reach out to prospects the moment they show intent, but you find out about new inquiries hours later after checking multiple disconnected apps — with this integration, every lead and subscription syncs immediately so you can follow up while interest is high.
📊
Account managers
You answer to stakeholders who want real-time visibility into customer pipeline progress, but compiling updates by hand takes hours every week — with this integration, your CRM and marketing platforms update automatically to give you accurate progress reports instantly.
🛒
Ecommerce store owners
The volume of customer orders and subscriber signups is too high for anyone to keep up by hand, leading to missed marketing triggers and delayed follow-ups — with this integration, customer data flows smoothly between your sales and marketing channels without manual intervention.
🤝
Operations specialists
You depend on sales teams to hand over lead details before you can trigger marketing workflows, resulting in frustrating bottlenecks — with this integration, contact creation and event triggers happen automatically the second a deal or lead moves.
🗂️
Customer success leads
You need a reliable customer history across your communication channels, but keep finding gaps caused by manual copy-pasting errors — with this integration, every interaction and contact update is recorded accurately in both platforms.
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 + Omnisend

Build and manage your Close + Omnisend 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 + Omnisend 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
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Close to Omnisend?
Frequently Asked Questions
You can connect Close to Omnisend in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations with Shopify, Slack, and Google Sheets.
Can I automatically create an Omnisend subscriber when a new lead is created in Close?
Frequently Asked Questions
Can I connect Close, Omnisend, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and Omnisend?
Frequently Asked Questions
How does Close handle lead data during synchronization?
Frequently Asked Questions
How does Omnisend manage subscriber creation from CRM events?
Frequently Asked Questions
Can I automate Close and Omnisend without coding?
Frequently Asked Questions
Is the Close and Omnisend integration free?
Frequently Asked Questions
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You Can Also Connect Close or Omnisend With 1500+ Other Apps

Close
Popular Close Integrations
Connect Close with CRMs, calling tools, and scheduling apps to manage pipelines and track customer communications.
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Omnisend
Popular Omnisend Integrations
Sync Omnisend with ecommerce platforms, helpdesks, and marketing tools to streamline campaigns and track customer engagement.
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