Close + SamCart Integration

Integrate Close to SamCart in one click, or tell Integrately AI how you want each order handled. Capture customer details, create leads, update opportunities, and trigger follow-ups automatically.

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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
  • SamCart
    Order is placed in SamCart Instant
  • SamCart
    Prospect is created in SamCart Instant
  • SamCart
    Product is purchased in SamCart Instant
  • SamCart
    Upsell is purchased in SamCart Instant
  • SamCart
    Subscription is charged in SamCart Instant
  • SamCart
    Subscription is cancelled in SamCart Instant
  • SamCart
    Subscription charge is failed in SamCart Instant
  • SamCart
    Refund is completed in SamCart Instant
  • SamCart
    Partial refund is completed in SamCart Instant
  • SamCart
    Subscription charge is refunded in SamCart Instant
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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

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Ready Workflows Ready Workflows for Close + SamCart Integration

Capture new orders, create leads in Close, update opportunities, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
SamCart + Close Integration

Create Close contact from new SamCart contact

If you're an ecommerce business owner who uses SamCart to power your online store, you'll be happy to know that when a new contact is created in Close, this automation will automatically create a contact in SamCart.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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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 + SamCart flow

Sync customer payments with finance tools, schedule follow-ups, or notify your sales team the moment a purchase goes through. Pick a combination and activate it in one click.

Close
SamCart
+
StripeStripe (6)
+
CalendlyCalendly (6)
+
MailchimpMailchimp (6)
+
SlackSlack (6)
+
Google SheetsGoogle Sheets (6)
+
QuickBooks OnlineQuickBooks Online (6)
S
C
S
When a SamCart order is placed, create a lead in Close and record the payment in Stripe.
Every new SamCart order creates a corresponding lead in Close and logs the transaction details in Stripe instantly, keeping your sales and billing records aligned.
S
C
S
When a SamCart subscription is charged, update the lead in Close and verify the payment in Stripe.
Recurring subscription charges in SamCart automatically update the matching lead in Close and verify status updates in Stripe.
S
C
S
If a SamCart subscription charge fails, update the lead in Close and flag the customer in Stripe.
Failed subscription renewals in SamCart instantly update the lead in Close and flag the account issue in Stripe.
S
C
S
When a SamCart refund is completed, update the lead in Close and log the refund in Stripe.
Completed refunds in SamCart update the associated lead in Close and record the adjustment in Stripe automatically.
S
C
S
Use Claude to evaluate SamCart purchase history, create a VIP lead in Close, and update customer metadata in Stripe.
Claude analyzes SamCart order values to categorize high-value buyers, creating prioritized Close leads and updating Stripe records.
S
C
S
S
When a SamCart upsell is purchased, create an opportunity in Close, log the transaction in Stripe, and notify your finance channel on Slack.
Upsell purchases in SamCart create closed opportunities in Close, log payments in Stripe, and alert your finance team in Slack.

Supported triggers and actions for Close and SamCart

Mix and match to build the exact automation you need

Close
Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
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Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
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Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
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Instant
Export is created in Close
Triggers the automation when a new export occurs
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Instant
Membership is activated in Close
Triggers the automation when a membership is activated
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Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
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Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
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Instant
Lead is created in Close
Triggers the automation when a new lead is created
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Instant
Contact is created in Close
Triggers the automation when a new contact is created
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Instant
Contact is updated in Close
Triggers the automation when a contact is updated
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Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
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Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
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Instant
Email is created in Close
Triggers the automation when a new email is created
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Instant
Call record is updated in Close
Triggers the automation when call details are modified
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Instant
Call record is created in Close
Triggers the automation when a new call record is created
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Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
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Instant
SMS is created in Close
Triggers the automation when a SMS is created
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Instant
Meeting is created in Close
Triggers the automation when a new meeting is scheduled
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Note is created in Close
Triggers the automation when a new note is created
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Search contact in Close
Finds and retrieves contact information
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Update lead in Close
Updates the lead information
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Search lead in Close
Retrieves information for a particular lead
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Create lead in Close
Generates new leads for potential customers
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Update task in Close
Updates the task
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Create task in Close
Creates a new task
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Search task in Close
Searches for a task
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Search opportunity in Close
Searches for a opportunity
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Update opportunity in Close
Updates the opportunity
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Create opportunity in Close
Creates a new instance of the support system
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Create contact in Close
Adds a new contact to the database
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Update contact in Close
Updates contact information
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Create note in Close
Creates a new note in the particular format
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Update note in Close
Updates a note
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Search note in Close
Searches for a note
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Create email in Close
Adds a new contact to the contact list
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Search user in Close
Searches for a user
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Create SMS in Close
Creates a new sms
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Create custom activity in Close
Logs a new custom activity
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Run activity overview report in Close
Runs an activity overview report
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Delete logged call in Close
Removes a recorded phone conversation
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Create export in Close
Generates a new data export
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Run sent email report in Close
Runs a sent email report
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Subscribe Contact to Email Sequence in Close
Subscribes a contact to an email sequence
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Search custom activity in Close
Searches for a custom activity
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Add address to lead in Close
Updates lead information with address details
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Delete email in Close
Deletes particular emails from inbox
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Merge two leads in Close
Merges two leads
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Create bulk email in Close
Sends multiple emails to a list of recipients using a pre-set template
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Run opportunity report in Close
Runs an opportunity report
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Create smart view in Close
Creates a new smart view
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Run status change report in Close
Runs a status change report
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Toggle Forwarding on Phone Number in Close
Toggles forwarding on a phone number
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Update custom activity in Close
Updates a particular custom activity with new information
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Update smart view in Close
Updates smart view
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Update email sequence subscription in Close
Updates an email sequence subscription
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Delete email address from contact in Close
Removes an email address from a contact list
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Create bulk sequence subscription action in Close
Subscribes multiple leads to an email sequence in bulk
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Search email sequence subscription in Close
Searches for an email sequence subscription
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Search number of Leads in Query in Close
Searches for the number of leads in a query
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Search connected account in Close
Searches for linked accounts to streamline account management
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Get activity by id in Close
Retrieves a activity details by its id
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Create call in Close
Initiates a call to the recipient
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Update call in Close
Updates call information
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Search call in Close
Searches for a call
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SamCart
SamCart Triggers & Actions
Instant
Order is placed in SamCart
Triggers the automation when a new order is placed
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Instant
Prospect is created in SamCart
Triggers the automation when a new prospect is added
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Instant
Product is purchased in SamCart
Triggers the automation when a product is purchased
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Instant
Upsell is purchased in SamCart
Triggers the automation when a user purchases an Upsell product
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Instant
Subscription is charged in SamCart
Triggers the automation when a subscription is charged
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Instant
Subscription is cancelled in SamCart
Triggers the automation when a subscription is cancelled
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Instant
Subscription charge is failed in SamCart
Triggers the automation when a subscription charge fails
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Instant
Refund is completed in SamCart
Triggers the automation when a refund is processed successfully
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Instant
Partial refund is completed in SamCart
Triggers the automation when a refund is processed partially
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Instant
Subscription charge is refunded in SamCart
Triggers the automation when a subscription charge is refunded
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No action is available

What can you automate with Close + SamCart?

Streamline your e-commerce sales pipeline by connecting online store transactions directly to your CRM workflow.

What you can automate?
🛒
Create a Close lead from every SamCart order
Trigger a new lead in Close the moment an order is placed in SamCart. Eliminate manual data entry and ensure every store customer enters your sales pipeline instantly.
📝
Capture every submitted field and order note
Map custom customer fields, product choices, and order notes directly into Close lead records instead of just basic contact info. Your sales team gets complete context for every buyer.
🔔
Notify your team the moment an order arrives
Send instant alerts to your sales channel whenever a high-value product is purchased or a new prospect registers through SamCart.
🔀
Route leads based on purchased products
Assign high-value product buyers to senior sales representatives in Close while routing standard orders to automated sequences.
🔄
Keep CRM records updated as orders change
Automatically update lead statuses in Close when subscription renewals, upgrades, or order modifications occur in SamCart.
🔍
Search and update instead of creating duplicates
Check if a customer already exists in Close before creating a new record, updating their existing profile with the latest SamCart purchase details.
💳
Handle subscriptions, cancellations, and refunds
Trigger specific CRM actions when recurring subscription charges fail, get refunded, or are successfully renewed in SamCart.
💬
Extend your workflow with team communication apps
Connect your core Close and SamCart flow to Slack or Google Sheets to log transactions and notify stakeholders automatically.
And much more...

Who is Close + SamCart integration for?

Connecting Close and SamCart helps sales and e-commerce teams turn online store transactions into active pipeline without manual data entry.

Performance marketers
Performance marketers
Sales reps
Sales reps
Agency account managers
Agency account managers
E-commerce founders
E-commerce founders
Customer success managers
Customer success managers
Operations managers
Operations managers
📈
Performance marketers
You're reviewing sales reports in Close, but orders placed in SamCart require manual export before they appear, so the pipeline numbers you're optimising against are always outdated — with this integration, every new order creates a lead instantly and your pipeline stays current.
⚡
Sales reps
You depend on quick outreach when high-value prospects buy, but store notifications sit unread in your inbox, so you find out about new orders hours later — automating both apps means every purchase creates a lead immediately so you can follow up while interest is high.
📊
Agency account managers
You answer to clients who want immediate visibility into incoming store revenue and new client onboarding, but compiling manual summaries takes hours — this integration means every transaction updates your CRM pipeline automatically and gives clients reliable progress.
🛒
E-commerce founders
Your store order volume is too high for anyone to keep up by hand, and customer contact details get left out of your CRM pipeline — connecting these apps means every order populates your sales records without manual copying.
🤝
Customer success managers
You own the onboarding stage and depend on sales or store checkouts to hand over customer details, but handoffs get missed in the shuffle — automating both apps means every new subscription creates an active record instantly so onboarding starts without delay.
🗂️
Operations managers
You need a reliable history of store transactions and customer interactions, but manual data entry leaves gaps in your CRM records — integrating these apps means every order and subscription status update is logged accurately and consistently.
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Why choose Integrately to automate Close + SamCart

Build and manage your Close + SamCart 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 + SamCart with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Close to SamCart?
Frequently Asked Questions
You can connect Close and SamCart in 1 click using ready workflows on Integrately, or use Integrately AI to build your custom setup alongside apps like Slack and Google Sheets.
Can I automatically create a Close lead when a SamCart order is placed?
Frequently Asked Questions
Can I connect Close, SamCart, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and SamCart?
Frequently Asked Questions
How does Close handle lead updates from online store purchases?
Frequently Asked Questions
Can SamCart subscription renewals update Close leads?
Frequently Asked Questions
Do I need coding skills to automate Close and SamCart?
Frequently Asked Questions
Is the Close and SamCart integration free?
Frequently Asked Questions
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You Can Also Connect Close or SamCart 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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SamCart
Popular SamCart Integrations
Sync SamCart with accounting, email marketing, and analytics tools to keep store data working across your stack.
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