Close + Platform.ly Integration

Q: Can I automatically sync new Close leads to Platform.ly contacts?

Yes, you can automatically create a contact in Platform.ly whenever a new lead is created in Close using 1-click ready workflows.

Q: Can I connect Close, Platform.ly, and Slack?

Yes, you can build multi-step workflows connecting Close, Platform.ly, and Slack, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Close and Platform.ly?

Integrately is a great alternative for connecting Close and Platform.ly, offering 20 million+ templates, AI assistance, and 3x to 10x lower cost.

Q: How are lead status changes handled between Close and Platform.ly?

You can trigger updates in Platform.ly whenever a lead status or opportunity changes in Close using ready automation templates.

Q: Can Platform.ly triggers update my Close leads?

Yes, you can search and update Close leads automatically whenever new contacts or tags are created in Platform.ly.

Q: Do I need coding skills to automate Close and Platform.ly?

No coding skills are required to connect Close and Platform.ly; you can use pre-built templates or Integrately AI.

Q: Is the Close and Platform.ly integration free?

Yes, the Close and Platform.ly integration is available on the Integrately free forever plan.

Integrate Close to Platform.ly in one click, or tell Integrately AI how you want each lead handled. Sync lead details, create contacts, update segments, and trigger marketing automations 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
Contact is created in Platform.ly
Tag is created in Platform.ly
Custom field is created in Platform.ly
Segment is created in Platform.ly

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
Create Contact in Platform.ly
Update Contact in Platform.ly
Add tag to a contact in Platform.ly
Search contact in Platform.ly
Add note to contact in Platform.ly
Remove tag from contact in Platform.ly
Remove all tags from contact in Platform.ly
Add segment to contact in Platform.ly
Remove segment from contact in Platform.ly
Remove all segments from contact in Platform.ly

Trusted by experts at...

Ready Workflows for Close + Platform.ly Integration

Capture leads, sync contacts, update marketing segments, trigger follow-ups, and keep your data aligned, all in just one click.

Create Close contact for new Platform.ly 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 Platform.ly 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.

Activate

Create Close opportunity for new Platform.ly contact

This automation makes it easy to create new opportunitys in Close when a new contact is created in Platform.ly. Just connect your accounts, and every time a new contact is created in Platform.ly, 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.

Activate

Update Platform.ly contact from new Close contact

Close + Platform.ly Integration

Activate

Create Close task for new Platform.ly contact

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

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!

Activate

Create Platform.ly contact for new Close contact

If you're using Close to manage your sales leads, it's important to also use Platform.ly 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 Platform.ly.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

Activate

When Contact is created in Close > Search contact in Platform.ly > Check any condition > (If condition matches) > Update Contact in Platform.ly > (Else) > Create Contact in Platform.ly

Close + Platform.ly Integration

Activate

When Contact is updated in Close > Search contact in Platform.ly > Check any condition > (If condition matches) > Update Contact in Platform.ly > (Else) > Create Contact in Platform.ly

Close + Platform.ly Integration

Activate

When Lead is created in Close > Search contact in Platform.ly > Check any condition > (If condition matches) > Update Contact in Platform.ly > (Else) > Create Contact in Platform.ly

Close + Platform.ly Integration

Activate

When Contact is created in Close > Check any condition > Search contact in Platform.ly > Check any condition > (If condition matches) > Update Contact in Platform.ly > (Else) > Create Contact in Platform.ly

Close + Platform.ly Integration

Activate

When Contact is updated in Close > Check any condition > Search contact in Platform.ly > Check any condition > (If condition matches) > Update Contact in Platform.ly > (Else) > Create Contact in Platform.ly

Close + Platform.ly Integration

Activate

1of2

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

Connect more apps to your Close + Platform.ly flow

Connect additional tools to notify your team, update spreadsheets, or trigger follow-up emails after your core pair runs. Pick a combination and activate it in one click.

HubSpot (4)

Stripe (3)

Mailchimp (3)

Calendly (3)

Slack (3)

Google Sheets (3)

Add every new Close lead to Platform.ly and create a contact in HubSpot

New Close leads appear in Platform.ly and HubSpot the moment they are created, eliminating manual entry.

When a Platform.ly contact is created, update the lead in Close and create a deal in HubSpot

Keep your CRM and marketing platforms updated automatically when new contacts join Platform.ly.

If a Close lead status changes, add a tag in Platform.ly and update the contact in HubSpot

Segment your audience in Platform.ly and update HubSpot whenever a lead changes status in Close.

Create a task in Close when a Platform.ly tag is created, and log it in HubSpot

Trigger follow-up tasks in Close and log interactions in HubSpot upon tag creation in Platform.ly.

Create a Platform.ly contact and update the lead in Close when a Stripe charge succeeds

Record payments in Platform.ly and update your Close lead records instantly.

When a new Close lead is created, create a Platform.ly contact and generate a Stripe customer

Set up billing profiles automatically for every new lead captured in Close.

Add a tag in Platform.ly and update Close when a Stripe subscription is canceled

Manage churned customers by updating Platform.ly and notifying your sales team in Close.

Add new Close leads to Platform.ly and subscribe them to a Mailchimp list

Sync new leads from Close into Platform.ly and add them to your Mailchimp audience.

When a Mailchimp subscriber is created, create a Platform.ly contact and update Close

Capture newsletter subscribers as new leads in Close and contacts in Platform.ly.

Update Platform.ly contacts and add Mailchimp tags when a Close lead status changes

Keep your email segments updated based on lead progression in Close.

Create a Platform.ly contact and a Close lead when a Calendly meeting is booked

Turn every scheduled Calendly meeting into a Close lead and Platform.ly contact instantly.

When a new Close lead is created, create a Platform.ly contact and schedule a Calendly event

Automate meeting scheduling for every new lead added in Close.

Update Platform.ly and create a task in Close when a Calendly meeting is canceled

Track canceled bookings by updating Platform.ly and creating follow-up tasks in Close.

Create a Platform.ly contact from new Close leads and notify your sales team in Slack

Sync new Close leads to Platform.ly and alert your team in Slack immediately.

When a Platform.ly contact is created, update Close and post an update in Slack

Notify your team in Slack and update Close whenever a new contact joins Platform.ly.

Post a Slack alert and update Platform.ly when a Close opportunity status changes

Keep your team informed of deal progression with instant Slack alerts and Platform.ly updates.

Add every new Close lead to Platform.ly and log it in Google Sheets

Maintain a master backup of all Close leads in Google Sheets while syncing to Platform.ly.

When a Platform.ly contact is created, update Close and add a row in Google Sheets

Log new Platform.ly contacts in Google Sheets and update your Close records automatically.

Update Google Sheets and Platform.ly when a Close lead status changes

Keep your tracking spreadsheets and marketing records updated when lead statuses change in Close.

Supported triggers and actions for Close and Platform.ly

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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Platform.ly Triggers & Actions

Contact is created in Platform.ly

Triggers the automation when a new contact is created

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Tag is created in Platform.ly

Triggers the automation when a tag is added

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Custom field is created in Platform.ly

Triggers the automation when a new custom field is created

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Segment is created in Platform.ly

Triggers the automation when a segment is created

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What can you automate with Close + Platform.ly?

Streamline your sales and marketing pipelines with automated data syncing between Close and Platform.ly.

Get Started For Free

🔄

Sync new leads and contacts automatically

Turn every new lead created in Close into a contact in Platform.ly without lifting a finger. Keep your sales and marketing databases perfectly aligned in real time.

📝

Capture every submitted custom field

Map all custom fields and notes from your Close leads directly into Platform.ly profiles. Ensure your marketing team has full visibility into prospect details.

🔔

Alert your team instantly

Trigger instant notifications in Slack or via email whenever a high-value lead is created or updated. Never miss a critical prospect engagement again.

🔀

Route records based on submitted data

Apply different tags or segments in Platform.ly depending on the specific lead status or custom field value submitted in Close.

🔄

Keep records updated as things change

Automatically update Platform.ly contact details and tags whenever a lead status or opportunity stage changes in Close.

🔍

Search and update instead of creating duplicates

Search for existing contacts before creating new records to keep your databases clean and organized. Avoid messy duplicate entries across platforms.

🏷️

Handle status changes and triggers

Manage lead progression smoothly by triggering marketing automations whenever a deal moves through different opportunity stages.

🔌

Extend your workflow to Slack

Connect your core automation flow with Slack to broadcast instant alerts to your sales and marketing channels the moment a conversion happens.

And much more...

Who is Close + Platform.ly integration for?

Sales and marketing teams relying on Close and Platform.ly need seamless data flow to engage prospects and close deals without manual entry.

Performance marketers

Sales development reps

Account managers

Operations leads

Sales executives

CRM administrators

📈

Performance marketers

You're running campaigns across multiple ad sets but your tracking sheet only updates when someone manually exports leads, so the row counts you're optimising against are always a few hours behind — with this integration, every new lead lands in the sheet instantly and your data stays current.

⚡

Sales development reps

You need to reach out to new prospects the moment they show interest, but waiting for contact data to sync manually means leads sit cold for hours — automating both apps means every new lead is pushed to your CRM instantly so you can engage while interest is high.

📊

Account managers

You answer to stakeholders who want live progress reports on pipeline health, but disparate systems mean your dashboards are never in sync — this integration means all contact and opportunity changes flow across platforms automatically for accurate reporting.

🔄

Operations leads

The volume of incoming leads is too high for anyone to keep up by hand, leading to missed entries and broken follow-up sequences — integrating these apps means every contact and lead syncs reliably without manual data entry.

🎯

Sales executives

You own the closing stage and depend on marketing to hand over qualified leads without missing critical background details — this integration means complete contact histories and custom fields transfer cleanly between systems.

📁

CRM administrators

You need a reliable history of every prospect interaction and keep finding gaps caused by delayed manual imports — automating both apps means records remain consistent and complete across your entire tech stack.

Try This Integration – No Code Needed

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 + Platform.ly

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

1,500+ apps connected

Connect Close + Platform.ly 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 Platform.ly?

You can connect Close to Platform.ly in 1-click using ready-made templates on Integrately or ask Integrately AI to build the integration for you. It takes just minutes to set up without coding.

Can I automatically sync new Close leads to Platform.ly contacts?

Can I connect Close, Platform.ly, and Slack?

What is a good Zapier alternative for Close and Platform.ly?

How are lead status changes handled between Close and Platform.ly?

Can Platform.ly triggers update my Close leads?

Do I need coding skills to automate Close and Platform.ly?

Is the Close and Platform.ly 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 Platform.ly With 1500+ Other Apps

Popular Close Integrations

Connect Close to CRMs, email tools, and messaging platforms to manage and follow up on your leads.

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Popular Platform.ly Integrations

Sync Platform.ly with marketing, analytics, and reporting tools to keep customer data working across your stack.

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Close + Platform.ly Integration

Integrate Close to Platform.ly in one click, or tell Integrately AI how you want each lead handled. Sync lead details, create contacts, update segments, and trigger marketing automations automatically.

Trusted by experts at...

Ready Workflows for Close + Platform.ly Integration

Capture leads, sync contacts, update marketing segments, trigger follow-ups, and keep your data aligned, all in just one click.

Create Close contact for new Platform.ly contact

Create Close opportunity for new Platform.ly contact

Update Platform.ly contact from new Close contact

Create Close task for new Platform.ly contact

Create Platform.ly contact for new Close contact

When Contact is created in Close > Search contact in Platform.ly > Check any condition > (If condition matches) > Update Contact in Platform.ly > (Else) > Create Contact in Platform.ly

When Contact is updated in Close > Search contact in Platform.ly > Check any condition > (If condition matches) > Update Contact in Platform.ly > (Else) > Create Contact in Platform.ly

When Lead is created in Close > Search contact in Platform.ly > Check any condition > (If condition matches) > Update Contact in Platform.ly > (Else) > Create Contact in Platform.ly

When Contact is created in Close > Check any condition > Search contact in Platform.ly > Check any condition > (If condition matches) > Update Contact in Platform.ly > (Else) > Create Contact in Platform.ly

When Contact is updated in Close > Check any condition > Search contact in Platform.ly > Check any condition > (If condition matches) > Update Contact in Platform.ly > (Else) > Create Contact in Platform.ly

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

Connect more apps to your Close + Platform.ly flow

Connect additional tools to notify your team, update spreadsheets, or trigger follow-up emails after your core pair runs. Pick a combination and activate it in one click.

Supported triggers and actions for Close and Platform.ly

Mix and match to build the exact automation you need

What can you automate with Close + Platform.ly?

Streamline your sales and marketing pipelines with automated data syncing between Close and Platform.ly.

Who is Close + Platform.ly integration for?

Sales and marketing teams relying on Close and Platform.ly need seamless data flow to engage prospects and close deals without manual entry.

Did you know?

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

Why choose Integrately to automate Close + Platform.ly

Build and manage your Close + Platform.ly 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 Platform.ly With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Close + Platform.ly Integration

Integrate Close to Platform.ly in one click, or tell Integrately AI how you want each lead handled. Sync lead details, create contacts, update segments, and trigger marketing automations automatically.

Trusted by experts at...

Ready Workflows for Close + Platform.ly Integration

Capture leads, sync contacts, update marketing segments, trigger follow-ups, and keep your data aligned, all in just one click.

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

Connect more apps to your Close + Platform.ly flow

Connect additional tools to notify your team, update spreadsheets, or trigger follow-up emails after your core pair runs. Pick a combination and activate it in one click.

Supported triggers and actions for Close and Platform.ly

Mix and match to build the exact automation you need

What can you automate with Close + Platform.ly?

Streamline your sales and marketing pipelines with automated data syncing between Close and Platform.ly.

Who is Close + Platform.ly integration for?

Sales and marketing teams relying on Close and Platform.ly need seamless data flow to engage prospects and close deals without manual entry.

Did you know?

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

Why choose Integrately to automate Close + Platform.ly

Build and manage your Close + Platform.ly 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 Platform.ly 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