Productive.io + Close Integration

Q: Can I automatically create a Productive.io project when a Close opportunity is won?

You can create a Productive.io project automatically whenever an opportunity is updated in Close. Pick a ready automation or build custom logic using Integrately AI.

Q: Can I connect Close, Productive.io, and Slack?

You can connect Close, Productive.io, and Slack together in a multi-step workflow. Deals won in Close trigger project creation in Productive.io and send instant notifications in Slack, alongside 1,500+ other apps.

Q: What is a good Zapier alternative for Close and Productive.io?

Most alternatives charge high fees for multi-step flows, but Integrately offers 20 million+ templates, AI assistance, and 24/5 live support at a 3x to 10x lower cost.

Q: How are Close lead updates synchronized with Productive.io tasks?

Lead updates in Close sync to Productive.io tasks automatically through ready-made workflows. There's a ready template available right from the Close and Productive.io integration.

Q: Can Productive.io project statuses update Close lead stages?

Productive.io project updates can trigger status changes in Close automatically. You can start with a ready automation on the Close and Productive.io integration.

Q: Do I need coding skills to automate Close and Productive.io?

No coding skills are needed to connect Close and Productive.io. You can use ready templates or ask Integrately AI to build the exact workflow you need.

Q: Is the Close and Productive.io integration free?

The Close and Productive.io integration includes a free forever plan on Integrately. You can explore pricing tiers on the pricing page.

Integrate Close to Productive.io in one click, or tell Integrately AI how you want each opportunity handled. Track projects, create tasks, update budgets, and keep your agency profitable automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Contact is created in Productive.io Instant
Contact is updated in Productive.io Instant
Task is created in Productive.io Instant
Task is updated in Productive.io Instant
Task is deleted in Productive.io Instant
Project is created in Productive.io Instant
Project is updated in Productive.io Instant
Deal is created in Productive.io Instant
Deal is updated in Productive.io Instant
Deal is deleted in Productive.io Instant
Booking is created in Productive.io Instant
Booking is updated in Productive.io Instant
Booking is deleted in Productive.io Instant
Budget is created in Productive.io Instant
Budget is updated in Productive.io Instant
Budget is deleted in Productive.io Instant
Expense is created in Productive.io Instant
Expense is updated in Productive.io Instant
Expense is deleted in Productive.io Instant
Invoice is created in Productive.io Instant
Invoice is updated in Productive.io Instant
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

Update Contact in Productive.io
Update task in Productive.io
Search task by title in Productive.io
Create task in Productive.io
Create company in Productive.io
Search company in Productive.io
Create contact in Productive.io
Search contact in Productive.io
Create booking in Productive.io
Create task list in Productive.io
Upload attachment in Productive.io
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

Trusted by experts at...

Ready Workflows for Close + Productive.io Integration

Capture leads, create projects, track budgets, update tasks, and sync client data, all in just one click.

Create Productive.io task for new Close task

Close provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Close. Productive.io is a great tool for this.

All you need to do is - integrate Productive.io with Close to create task in Productive.io automatically when certain task occur in Close. This can save you time by not having to manually create tasks in both systems.

Activate

Create Productive.io task for new Close opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Productive.io to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Close? Well now there is!

With our integration between Close and Productive.io, creating task in Productive.io is now easier than ever. Whenever a opportunity is created in Close, you can automatically create a corresponding task in Productive.io to keep your team up-to-date.

Activate

Create Productive.io task for new Close contact

Close and Productive.io are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Close, do you also create a task in Productive.io? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

Activate

When Contact is created in Close > Check any condition > Create task in Productive.io

Close + Productive.io Integration

Activate

When Contact is updated in Close > Check any condition > Create task in Productive.io

Close + Productive.io Integration

Activate

When Lead is created in Close > Check any condition > Create task in Productive.io

Close + Productive.io Integration

Activate

1of1

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

Connect more apps to your Close + Productive.io flow

Send notifications to your team, schedule onboarding calls, or invoice clients after deals close. Pick a combination and activate it in one click.

Slack (6)

Gmail (5)

Google Calendar (4)

Calendly (4)

Stripe (4)

HubSpot (4)

Add every new Close opportunity as a Productive.io task, and notify your sales channel in Slack

New Close opportunities appear in Productive.io as tasks instantly and your sales channel hears about it in Slack, so nothing falls through the cracks.

Log every new Productive.io deal in Close, and alert your management channel in Slack

New Productive.io deals update your Close pipeline immediately and your management channel is notified in Slack.

When a Productive.io task is updated, update the matching task in Close and post the change in Slack

Task updates in Productive.io reflect in Close automatically and your team sees the status in Slack.

If a Close contact is updated, create a contact in Productive.io and notify your account managers in Slack

Updated Close contacts sync to Productive.io instantly and account managers get notified in Slack.

Use Claude to summarise new Close notes, create a Productive.io task, and post the brief in Slack

Claude summarises new Close notes into actionable Productive.io tasks while Slack informs your team.

Turn every won Close deal into a Productive.io project, create a follow-up task in HubSpot, and announce it in Slack

Won Close deals launch Productive.io projects, update HubSpot, and trigger a Slack announcement.

Create a Productive.io task from every new Close lead, and send a confirmation email via Gmail

New Close leads create Productive.io tasks instantly and Gmail sends a welcome email to the prospect.

When a Productive.io project is created, update the lead in Close and send a kickoff email via Gmail

Productive.io projects update Close leads and Gmail notifies the client with project kickoff details.

Log every new Productive.io invoice in Close, and send a payment notification via Gmail

Productive.io invoices update Close records and Gmail sends payment instructions to clients.

If a Close opportunity is won, create a Productive.io project and email the onboarding schedule via Gmail

Won Close opportunities generate Productive.io projects and Gmail sends the client onboarding schedule.

Use ChatGPT to draft a project summary from a Close note, create a Productive.io task, and email it via Gmail

ChatGPT drafts project briefs from Close notes, Productive.io logs the task, and Gmail emails the stakeholder.

When a meeting is created in Close, schedule a project kickoff in Google Calendar and create a task in Productive.io

Close meetings schedule Google Calendar events automatically and create Productive.io tasks for agency teams.

Create a Google Calendar milestone for every new Productive.io project, and update the lead in Close

Productive.io projects add Google Calendar milestones and update your Close CRM records.

When a Productive.io booking is created, update the lead in Close and add a scheduling block in Google Calendar

Productive.io bookings update Close leads and schedule Google Calendar time blocks for staff.

If a Close lead status changes to qualified, schedule a strategy session in Google Calendar and create a Productive.io deal

Qualified Close leads schedule Google Calendar strategy sessions and create Productive.io deals.

When a Calendly event is scheduled, create a lead in Close and set up a scoping task in Productive.io

Calendly bookings create Close leads automatically and generate scoping tasks in Productive.io.

Create a Productive.io project from every completed Calendly discovery call, and update the lead in Close

Completed Calendly calls generate Productive.io projects and update lead records in Close.

If a Calendly invitee cancels, update the Close lead and cancel the corresponding Productive.io booking

Calendly cancellations update Close lead records and remove bookings in Productive.io.

Use Gemini to analyse Calendly booking notes, create a Close lead, and set up a Productive.io deal

Gemini extracts buyer requirements from Calendly notes, creates a Close lead, and logs a Productive.io deal.

When a Stripe payment succeeds, create a Productive.io invoice and update the lead in Close

Successful Stripe payments generate Productive.io invoices and update lead records in Close.

Create a Productive.io budget from every new Stripe customer, and update the Close lead

New Stripe customers create Productive.io budgets and update lead records in Close.

If a Stripe subscription fails, update the Close lead and create an urgent task in Productive.io

Failed Stripe subscriptions update Close lead statuses and create urgent recovery tasks in Productive.io.

When a Stripe refund is issued, update the Productive.io expense record and log a note in Close

Stripe refunds update Productive.io expense records and log administrative notes in Close.

When a HubSpot contact is created, create a lead in Close and set up a task in Productive.io

HubSpot contacts create Close leads automatically and generate execution tasks in Productive.io.

Create a Productive.io project from every new HubSpot deal, and log the deal in Close

New HubSpot deals generate Productive.io projects and update lead pipelines in Close.

If a HubSpot deal stage changes to closed won, update the Close opportunity and create a Productive.io budget

Won HubSpot deals update Close opportunity records and establish financial budgets in Productive.io.

Use Perplexity to research HubSpot company details, update the Close lead, and create a Productive.io company record

Perplexity enriches HubSpot company data, updates Close leads, and creates Productive.io company records.

Supported triggers and actions for Productive.io and Close

Mix and match to build the exact automation you need

Productive.io Triggers & Actions

Instant

Contact is created in Productive.io

Triggers the automation when a new contact is created

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Instant

Contact is updated in Productive.io

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Instant

Task is created in Productive.io

Triggers the automation when a new task is created

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Instant

Task is updated in Productive.io

Triggers the automation when any task is updated

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Instant

Task is deleted in Productive.io

Triggers the automation when a task is deleted

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Instant

Project is created in Productive.io

Triggers the automation when a new project is created

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Instant

Project is updated in Productive.io

Triggers the automation when a project is updated

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Instant

Deal is created in Productive.io

Triggers the automation when a deal is created

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Instant

Deal is updated in Productive.io

Triggers the automation when a deal is updated

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Instant

Deal is deleted in Productive.io

Triggers the automation when a deal is deleted

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Instant

Booking is created in Productive.io

Triggers the automation when a new booking is created

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Instant

Booking is updated in Productive.io

Triggers the automation when a booking is updated

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Instant

Booking is deleted in Productive.io

Triggers the automation when a booking is deleted

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Instant

Budget is created in Productive.io

Triggers the automation when a budget is created

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Instant

Budget is updated in Productive.io

Triggers the automation when the budget is updated

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Instant

Budget is deleted in Productive.io

Triggers the automation when a budget is deleted

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Instant

Expense is created in Productive.io

Triggers the automation when a new expense is added

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Instant

Expense is updated in Productive.io

Triggers the automation when an expense is modified

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Instant

Expense is deleted in Productive.io

Triggers the automation when any expense is deleted

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Instant

Invoice is created in Productive.io

Triggers the automation when any invoice is added or modified

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Instant

Invoice is updated in Productive.io

Triggers the automation when an invoice is updated

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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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What can you automate with Close + Productive.io?ీల

Streamline agency sales handoffs, project management, and billing workflows in a few clicks.

Get Started For Free

🚀

Turn Close opportunities into Productive.io projects

Automatically generate a new project in Productive.io the moment an opportunity is created or won in Close. Eliminate manual handoffs between sales and delivery teams.

📝

Capture every custom activity and note

Map all available Close lead notes, custom activities, and communication logs into Productive.io tasks. Your project team gets complete context without digging through CRM threads.

🔔

Notify your team on Slack instantly

Alert your delivery channel in Slack whenever a new deal closes or a project milestone updates in Productive.io. Keep everyone informed without manual status meetings.

🔀

Route deals based on custom field values

Send enterprise tier leads to specialised agency divisions while routing standard enquiries to general queues. Ensure every project lands with the right team.

🔄

Keep project statuses synchronized across apps

Update Close lead statuses automatically whenever project tasks move forward in Productive.io. Maintain a single source of truth for sales and operations.

🔍

Search and update records without duplicates

Automatically search for existing contacts and leads before creating new entries. Prevent messy duplicate records across your sales and project databases.

💰

Sync invoices, budgets, and financial expenses

Log Stripe payments and Productive.io invoices directly against your Close deal records. Maintain airtight financial visibility across your agency.

⚡

Extend your workflow with HubSpot or Slack

Connect Close and Productive.io with HubSpot, Slack, or Gmail to build multi-step agency pipelines. Automate client onboarding from initial lead to final invoice.

And much more...

Who is Close + Productive.io integration for?

Agency owners, project managers, and sales leads depend on accurate pipeline data, but manual handoffs leave projects delayed and budgets untracked.

Agency directors

Project coordinators

Account managers

Operations leads

Sales executives

Finance managers

📈

Agency directors

You're reviewing sales pipeline reports in Close but your billing sheets only update when someone manually exports deal data, so the revenue forecasts you're presenting to stakeholders are always a few hours behind — automating both apps means every won deal lands in Productive.io instantly and your financial reporting stays current.

⚡

Project coordinators

You need to allocate billable staff the moment a prospect signs, but you find out about closed deals a day late because sales handoffs happen over email — with this integration, every new opportunity creates a project in Productive.io automatically and your resource scheduling starts right away.

🤝

Account managers

You answer to agency clients who want immediate progress updates on their deliverables, but tracking down notes between Close and Productive.io wastes hours every week — automating both apps means project milestones sync to your CRM records instantly and client reviews run smoothly.

📊

Operations leads

The volume of inbound client leads is too high for anyone to keep up with manual data entry between platforms, leading to missed tasks and unbilled hours — connecting these apps means every contact and task flows across systems without human error.

🎯

Sales executives

You own the outreach process in Close and depend on project managers to confirm scope before closing complex agency deals, but information gets trapped in silos — this integration means deal notes and project requirements sync seamlessly so your team closes deals faster.

📑

Finance managers

You need a reliable history of billable hours and budgets to audit agency profitability, but you keep finding gaps between sales CRM records and invoicing tools — automating both apps means every budget and invoice stays perfectly reconciled.

Try This Integration – No Code Needed

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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 Productive.io + Close

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

1,500+ apps connected

Connect Productive.io + Close 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 Productive.io?

You can connect Close to Productive.io in 1 click using ready-made templates on Integrately. Select your workflow, connect your accounts, and let Integrately AI handle the setup.

Can I automatically create a Productive.io project when a Close opportunity is won?

Can I connect Close, Productive.io, and Slack?

What is a good Zapier alternative for Close and Productive.io?

How are Close lead updates synchronized with Productive.io tasks?

Can Productive.io project statuses update Close lead stages?

Do I need coding skills to automate Close and Productive.io?

Is the Close and Productive.io integration free?

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Want to automate something else in your workflow?

You Can Also Connect Close or Productive.io With 1500+ Other Apps

Popular Close Integrations

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Popular Productive.io Integrations

Sync Productive.io with project management, invoicing, and reporting tools to keep your agency delivery on track.

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Productive.io + Close Integration

Integrate Close to Productive.io in one click, or tell Integrately AI how you want each opportunity handled. Track projects, create tasks, update budgets, and keep your agency profitable automatically.

Trusted by experts at...

Ready Workflows for Close + Productive.io Integration

Capture leads, create projects, track budgets, update tasks, and sync client data, all in just one click.

Create Productive.io task for new Close task

Create Productive.io task for new Close opportunity

Create Productive.io task for new Close contact

When Contact is created in Close > Check any condition > Create task in Productive.io

When Contact is updated in Close > Check any condition > Create task in Productive.io

When Lead is created in Close > Check any condition > Create task in Productive.io

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

Connect more apps to your Close + Productive.io flow

Send notifications to your team, schedule onboarding calls, or invoice clients after deals close. Pick a combination and activate it in one click.

Supported triggers and actions for Productive.io and Close

Mix and match to build the exact automation you need

What can you automate with Close + Productive.io?ీల

Streamline agency sales handoffs, project management, and billing workflows in a few clicks.

Who is Close + Productive.io integration for?

Agency owners, project managers, and sales leads depend on accurate pipeline data, but manual handoffs leave projects delayed and budgets untracked.

Did you know?

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

Why choose Integrately to automate Productive.io + Close

Build and manage your Productive.io + Close 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 Productive.io With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Productive.io + Close Integration

Integrate Close to Productive.io in one click, or tell Integrately AI how you want each opportunity handled. Track projects, create tasks, update budgets, and keep your agency profitable automatically.

Trusted by experts at...

Ready Workflows for Close + Productive.io Integration

Capture leads, create projects, track budgets, update tasks, and sync client data, all in just one click.

Create Productive.io task for new Close task

Create Productive.io task for new Close opportunity

Create Productive.io task for new Close contact

When Contact is created in Close > Check any condition > Create task in Productive.io

When Contact is updated in Close > Check any condition > Create task in Productive.io

When Lead is created in Close > Check any condition > Create task in Productive.io

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

Connect more apps to your Close + Productive.io flow

Send notifications to your team, schedule onboarding calls, or invoice clients after deals close. Pick a combination and activate it in one click.

Supported triggers and actions for Productive.io and Close

Mix and match to build the exact automation you need

What can you automate with Close + Productive.io?ీల

Streamline agency sales handoffs, project management, and billing workflows in a few clicks.

Who is Close + Productive.io integration for?

Agency owners, project managers, and sales leads depend on accurate pipeline data, but manual handoffs leave projects delayed and budgets untracked.

Did you know?

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

Why choose Integrately to automate Productive.io + Close

Build and manage your Productive.io + Close 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 Productive.io 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