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Salesforce + Close Integration

Salesforce + Close Integration

Integrately lets you integrate Salesforce and Close instantly - without any learning curve.

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Popular Salesforce + Close Workflows

Salesforce + Close Integration

Create Close opportunity from new Salesforce contact

If you're using Salesforce to manage your sales pipeline, you'll want to take advantage of our integration with Close. This allows you to create opportunity in Close whenever a new contact is created in Salesforce.

This makes it easy to keep track of your sales process and ensures that all your data is organized in one place. To get started, simply connect your accounts and we'll take care of the rest!
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Salesforce + Close Integration

Create Close task for new Salesforce contact

In Salesforce, when you create a contact, it automatically creates a task in Close for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Create Your Own Salesforce & Close Integration In Clicks

What Do You Want To Automate?
Salesforce + Close Integration
When
  • Contact is created in Salesforce
    Contact is created in Salesforce
  • Account is created in Salesforce
    Account is created in Salesforce
  • Lead is created in Salesforce
    Lead is created in Salesforce
  • Opportunity is created in Salesforce
    Opportunity is created in Salesforce
  • Case is created in Salesforce
    Case is created in Salesforce
  • Task is created in Salesforce
    Task is created in Salesforce
  • Record is updated in Salesforce
    Record is updated in Salesforce
  • Record is created in Salesforce
    Record is created in Salesforce
  • Field is updated on record in Salesforce
    Field is updated on record in Salesforce
  • Outbound message is received in Salesforce
    Outbound message is received in Salesforce Instant
  • Quote is created in Salesforce
    Quote is created in Salesforce
  • Contact is updated in Salesforce
    Contact is updated in Salesforce
  • Account is updated in Salesforce
    Account is updated in Salesforce
  • Lead is updated in Salesforce
    Lead is updated in Salesforce
  • Opportunity is updated in Salesforce
    Opportunity is updated in Salesforce
  • Case is updated in Salesforce
    Case is updated in Salesforce
  • Task is updated in Salesforce
    Task is updated in Salesforce
  • Quote is updated in Salesforce
    Quote is updated in Salesforce
  • Lead is created using search query in Close
    Lead is created using search query in Close
  • Note is created in Close
    Note is created in Close
  • Contact is created in Close
    Contact is created in Close Instant
  • Call is created in Close
    Call is created in Close Instant
  • Email is created in Close
    Email is created in Close Instant
  • Lead Status change is created in Close
    Lead Status change is created in Close Instant
  • Membership is activated in Close
    Membership is activated in Close Instant
  • Opportunity status change is created in Close
    Opportunity status change is created in Close Instant
  • Email Sequence Subscription created or updated in Close
    Email Sequence Subscription created or updated in Close Instant
  • Call is updated in Close
    Call is updated in Close Instant
  • Export is created in Close
    Export is created in Close Instant
  • Lead is created in Close
    Lead is created in Close Instant
  • Meeting is created in Close
    Meeting is created in Close Instant
  • Opportunity is created in Close
    Opportunity is created in Close Instant
  • SMS is created in Close
    SMS is created in Close Instant
  • Task is created in lead in Close
    Task is created in lead in Close Instant
Automatically
  • Create contact in Salesforce
    Create contact in Salesforce
  • Create account in Salesforce
    Create account in Salesforce
  • Create lead in Salesforce
    Create lead in Salesforce
  • Create opportunity in Salesforce
    Create opportunity in Salesforce
  • Create task in Salesforce
    Create task in Salesforce
  • Create case in Salesforce
    Create case in Salesforce
  • Create record in Salesforce
    Create record in Salesforce
  • Update contact in Salesforce
    Update contact in Salesforce
  • Update account in Salesforce
    Update account in Salesforce
  • Update lead in Salesforce
    Update lead in Salesforce
  • Update opportunity in Salesforce
    Update opportunity in Salesforce
  • Update case in Salesforce
    Update case in Salesforce
  • Update task in Salesforce
    Update task in Salesforce
  • Update record in Salesforce
    Update record in Salesforce
  • Search contact in Salesforce
    Search contact in Salesforce
  • Search account in Salesforce
    Search account in Salesforce
  • Search lead in Salesforce
    Search lead in Salesforce
  • Search opportunity in Salesforce
    Search opportunity in Salesforce
  • Search case in Salesforce
    Search case in Salesforce
  • Search task in Salesforce
    Search task in Salesforce
  • Search record in Salesforce
    Search record in Salesforce
  • Add lead to campaign in Salesforce
    Add lead to campaign in Salesforce
  • Add contact to campaign in Salesforce
    Add contact to campaign in Salesforce
  • Search Quote in Salesforce
    Search Quote in Salesforce
  • Search record using query in Salesforce
    Search record using query in Salesforce
  • Search Record by Id in Salesforce
    Search Record by Id in Salesforce
  • Create contact in Close
    Create contact in Close
  • Create lead in Close
    Create lead in Close
  • Update lead in Close
    Update lead in Close
  • Add address to lead in Close
    Add address to lead in Close
  • Delete logged call in Close
    Delete logged call in Close
  • Delete email in Close
    Delete email in Close
  • Delete email address from contact in Close
    Delete email address from contact in Close
  • Merge two leads in Close
    Merge two leads in Close
  • Create bulk email in Close
    Create bulk email in Close
  • Create bulk sequence subscription action in Close
    Create bulk sequence subscription action in Close
  • Run activity overview report in Close
    Run activity overview report in Close
  • Create call in Close
    Create call in Close
  • Create email in Close
    Create email in Close
  • Create custom activity in Close
    Create custom activity in Close
  • Create export in Close
    Create export in Close
  • Create note in Close
    Create note in Close
  • Create opportunity in Close
    Create opportunity in Close
  • Run sent email report in Close
    Run sent email report in Close
  • Run opportunity report in Close
    Run opportunity report in Close
  • Create smart view in Close
    Create smart view in Close
  • Subscribe Contact to Email Sequence in Close
    Subscribe Contact to Email Sequence in Close
  • Run status change report in Close
    Run status change report in Close
  • Create SMS in Close
    Create SMS in Close
  • Create task in Close
    Create task in Close
  • Update call in Close
    Update call in Close
  • Toggle Forwarding on Phone Number in Close
    Toggle Forwarding on Phone Number in Close
  • Update custom activity in Close
    Update custom activity in Close
  • Update contact in Close
    Update contact in Close
  • Update opportunity in Close
    Update opportunity in Close
  • Update note in Close
    Update note in Close
  • Update smart view in Close
    Update smart view in Close
  • Update email sequence subscription in Close
    Update email sequence subscription in Close
  • Update task in Close
    Update task in Close
  • Search contact in Close
    Search contact in Close
  • Search opportunity in Close
    Search opportunity in Close
  • Search call in Close
    Search call in Close
  • Search custom activity in Close
    Search custom activity in Close
  • Search email sequence subscription in Close
    Search email sequence subscription in Close
  • Search lead in Close
    Search lead in Close
  • Search user in Close
    Search user in Close
  • Search number of Leads in Query in Close
    Search number of Leads in Query in Close
  • Search connected account in Close
    Search connected account in Close
  • Search note in Close
    Search note in Close
  • Search task in Close
    Search task in Close
  • Search activity by id in Close
    Search activity by id in Close

You can also customize or create your own automation and add conditions and
multiple actions
etc. And that is also really easy in Integrately.

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Integrately is a 1 click integration platform for non-techies. You can also build
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All you need to do is select automation and
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Why Salesforce & Close Users Integrately

Salesforce + Close Integration
Ready Automations

Integrate Salesforce & Close In 1 Click And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Salesforce & Close with 900+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Anybody can integrate
Anybody Can Integrate
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Zapier : 750 tasks in $19.99,
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