Close + Ontraport Integration

Integrate Close to Ontraport in one click, or tell Integrately AI how you want each lead handled. Qualify leads, create contacts, update your sales funnel, and trigger follow-ups 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
  • Ontraport
    Contact is created in Ontraport
  • Ontraport
    Tag is added in Ontraport Instant
  • Ontraport
    Tag is removed in Ontraport Instant
  • Ontraport
    Form is submitted in Ontraport Instant
  • Ontraport
    Transaction is created in Ontraport
  • Ontraport
    Form is created in Ontraport
  • Ontraport
    Group is created in Ontraport
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
  • Ontraport
    Create transaction in Ontraport
  • Ontraport
    Update product in Ontraport
  • Ontraport
    Search product by name in Ontraport
  • Ontraport
    Create product in Ontraport
  • Ontraport
    Create contact in Ontraport
  • Ontraport
    Update contact in Ontraport
  • Ontraport
    Search contact in Ontraport
  • Ontraport
    Get transaction by Id in Ontraport
  • Ontraport
    Search campaign in Ontraport

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Ready Workflows Ready Workflows for Close + Ontraport Integration

Capture leads, organise responses, keep contacts updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Ontraport + Close Integration

Create Close contact for new Ontraport response

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

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

Create Close contact for new Ontraport contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Close contact and Ontraport contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Ontraport + Close Integration

Create Close opportunity for new Ontraport response

Integrating your Close with your Ontraport, can help you automatically create new opportunitys based on responses 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 Ontraport - 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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Ontraport + Close Integration

Create Close opportunity for new Ontraport contact

This automation makes it easy to create new opportunitys in Close when a new contact is created in Ontraport. Just connect your accounts, and every time a new contact is created in Ontraport, a new opportunity will automatically be created in Close.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Ontraport + Close Integration

Create Close task for new Ontraport response

It's important to stay on top of your customer relationships, and one way to do that is to create Close tasks for new Ontraport responses 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 Ontraport response received today - your customers will thank you for it!
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Ontraport + Close Integration

Create Close task for new Ontraport contact

Close and Ontraport are two powerful cloud-based tools that can be used to improve business productivity. Using this Close - Ontraport integration, you can automatically create task in Close whenever a new contact is created in Ontraport.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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  • 1of4
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 + Ontraport flow

Sync your leads and contacts with email marketing, spreadsheets, and messaging apps to streamline your pipeline. Pick a combination and activate it in one click.

Close
Ontraport
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (2)
+
MailchimpMailchimp (2)
+
SlackSlack (2)
+
StripeStripe (2)
+
TypeformTypeform (2)
C
O
G
Add every new Close lead to your Google Sheets base, and create a contact in Ontraport.
New Close leads appear in your Google Sheets spreadsheet instantly while creating a contact in Ontraport.
C
O
G
When an Ontraport transaction is created, update the lead in Close and log the row in Google Sheets.
Track payment events from Ontraport directly inside Close while keeping Google Sheets updated.
C
O
G
When a Close lead status changes, update the contact in Ontraport and log the update in Google Sheets.
Keep Ontraport and Google Sheets synchronized whenever a lead changes status in Close.

Supported triggers and actions for Close and Ontraport

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 →
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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Ontraport
Ontraport Triggers & Actions
Contact is created in Ontraport
Triggers the automation when a new contact is created
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Instant
Tag is added in Ontraport
Triggers the automation when a tag is added
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Instant
Tag is removed in Ontraport
Triggers the automation when a tag is added
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Instant
Form is submitted in Ontraport
Triggers the automation when a form is filled
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Transaction is created in Ontraport
Triggers the automation when a new transaction is created
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Form is created in Ontraport
Triggers the automation when a new form is created
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Group is created in Ontraport
Triggers the automation when a new group is created
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Create transaction in Ontraport
Records a new transaction
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Update product in Ontraport
Modifies an existing product
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Search product by name in Ontraport
Finds a product based on its name
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Create product in Ontraport
Adds a new product to the system
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Create contact in Ontraport
Adds a new contact to the database
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Update contact in Ontraport
Updates contact information with new details
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Search contact in Ontraport
Finds and retrieves contact information
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Get transaction by Id in Ontraport
Retrieves a transaction using its id
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Search campaign in Ontraport
Searches for a campaign
Try it →

What can you automate with Close + Ontraport?

Connect your CRM and sales funnel builder to automate data flow, eliminate manual updates, and keep your entire team synchronized.

What you can automate?
🔄
Sync new leads between Close and Ontraport
Automatically create a contact in Ontraport whenever a new lead is created in Close. Keep your sales and marketing databases perfectly aligned without lifting a finger.
📋
Capture every submitted lead detail
Map all available form fields and lead attributes from Close into Ontraport contacts instead of just names and emails. Your customer database becomes a richer resource.
🔔
Alert your team instantly
Send immediate notifications to your sales channel when important lead events happen in Close or Ontraport. Ensure urgent prospects get immediate attention.
🔀
Route records based on submitted criteria
Send high-value leads to priority lists in Ontraport while routing standard inquiries to general sequences based on custom fields submitted in Close.
📝
Keep records updated as stages change
Update contact stages in Ontraport automatically whenever opportunity statuses or lead stages change in Close. Prevent mismatched pipeline data.
🔍
Prevent duplicate contacts
Search existing records before creating new entries in Ontraport or Close. Keep your database clean and avoid duplicate lead profiles.
💳
Manage transaction and payment updates
Log new transactions and update customer statuses across both platforms when payments or subscriptions occur, ensuring accurate revenue tracking.
💬
Extend workflows to messaging tools
Trigger automated alerts in Slack whenever a new lead is created in Close or an Ontraport form is submitted, keeping your whole team in the loop.
And much more...

Who is Close + Ontraport integration for?

Revenue teams and marketers connect Close and Ontraport to eliminate manual data entry, keep sales funnels synchronized, and accelerate lead follow-up times.

Sales Operations Managers
Sales Operations Managers
Inside Sales Reps
Inside Sales Reps
Agency Account Managers
Agency Account Managers
High-Volume Marketers
High-Volume Marketers
Business Development Reps
Business Development Reps
CRM Administrators
CRM Administrators
📈
Sales Operations Managers
You're reviewing pipeline reports but your data relies on manual exports from Close and Ontraport, so the conversion metrics you're presenting are always outdated — automating both apps means every lead and contact syncs instantly and your pipeline numbers stay current.
Inside Sales Reps
You need to act fast on incoming inquiries, but you find out about new leads hours after they submit a form because records are siloed — connecting these apps means new prospects appear in your CRM immediately and your response times drop.
🤝
Agency Account Managers
You answer to clients who want real-time visibility into campaign performance, but syncing CRM records by hand leads to missed updates — with this integration, every client interaction flows seamlessly across your workflow tools.
📊
High-Volume Marketers
The volume of inbound form submissions is too high for anyone to keep up by hand, leading to lost customer records and dropped follow-ups — automating both apps means every submission creates a contact instantly without manual intervention.
🎯
Business Development Reps
You own the outreach step and depend on marketing teams to hand over qualified leads, but manual handoffs cause friction and delays — integrating these apps means qualified prospects are handed over the moment they enter the funnel.
🗂️
CRM Administrators
You need a reliable history of every customer touchpoint and keep finding gaps caused by manual data entry errors — automating both apps means every note, status change, and transaction is logged accurately every time.
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 + Ontraport

Build and manage your Close + Ontraport 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 + Ontraport 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 Ontraport?
Frequently Asked Questions
You can connect Close to Ontraport in just 1 click using ready templates on Integrately or ask Integrately AI to build your workflow.
Can I automatically create Ontraport contacts when a Close lead is created?
Frequently Asked Questions
Can I connect Close, Ontraport, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and Ontraport?
Frequently Asked Questions
How are lead status changes handled between Close and Ontraport?
Frequently Asked Questions
Can Ontraport form submissions update Close leads?
Frequently Asked Questions
Do I need coding skills to automate Close and Ontraport?
Frequently Asked Questions
Is the Close and Ontraport integration free?
Frequently Asked Questions
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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 Ontraport With 1500+ Other Apps

Close
Popular Close Integrations
Connect Close to CRMs, email tools, and messaging platforms to manage and follow up on your leads.
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Ontraport
Popular Ontraport Integrations
Sync Ontraport with accounting, project management, and reporting tools to keep data working across your stack.
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Ontraport Integrations arrow right
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