Close + Sertifier Integration
Integrate Close to Sertifier in one click, or tell Integrately AI how you want each lead handled. Capture leads, generate certificate deliveries, update contact details, and trigger credential tracking automatically.
Free forever.Use premium features free for 14 days.1.
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
Email template is created in Sertifier- Detail is created in Sertifier
- Certificate design is created in Sertifier
- Delivery is created in Sertifier
- Custom attributes is created in Sertifier
- Badge design is created in Sertifier
2.
- 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
- Add recipient to a Delivery in Sertifier
- Create detail & delivery dynamically in Sertifier
- Create detail in Sertifier
- Create delivery in Sertifier
Trusted by experts at...
Ready Workflows for Close + Sertifier Integration
Capture leads, generate certificate deliveries, update records, and track credentials, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Close + Sertifier flow
Automate downstream tasks like team notifications, calendar bookings, and spreadsheet logging after your certificates go out. Pick a combination and activate it in one click.
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Calendly (4)
Calendly (4) +
Typeform (4)
Typeform (4) +
HubSpot (4)
HubSpot (4) +
Slack (4)
Slack (4) +
Zoom (4)
Zoom (4) +
Google Sheets (4)
Google Sheets (4) C
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Create a Close lead from every new Calendly booking, and generate a Sertifier delivery
New Calendly bookings instantly create a lead in Close and trigger a Sertifier delivery, removing manual data entry.
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Create a Close task for every new Calendly booking, and add a recipient in Sertifier
Calendly bookings generate a follow-up task in Close and add the participant to an existing Sertifier delivery.
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Search Close leads for every Calendly booking, and create a Sertifier detail record
Verify existing Close leads from Calendly bookings and generate detailed certificate records in Sertifier.
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Use ChatGPT to summarise Calendly bookings, create a Close lead, and generate a Sertifier delivery
AI-summarised Calendly bookings build Close leads and trigger automated Sertifier certificate deliveries.
Supported triggers and actions for Close and Sertifier
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
Try it → Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
Try it → Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
Try it → Instant
Membership is activated in Close
Triggers the automation when a membership is activated
Try it → Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
Try it → Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
Try it → Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
Try it → Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
Try it → Instant
Call record is updated in Close
Triggers the automation when call details are modified
Try it → Instant
Call record is created in Close
Triggers the automation when a new call record is created
Try it → Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
Try it → Sertifier Triggers & Actions
Email template is created in Sertifier
Triggers the automation when an engagement action is created or modified
Try it → Certificate design is created in Sertifier
Triggers the automation when a new certificate design is created
Try it → Delivery is created in Sertifier
Triggers the automation when a package or item is delivered
Try it → Custom attributes is created in Sertifier
Triggers the automation when a new custom attribute is created
Try it → Badge design is created in Sertifier
Triggers the automation when a new badge design is added
Try it → What can you automate with Close + Sertifier?
Connect your sales pipeline to blockchain certificate delivery and streamline your entire credential workflow.
🚀
Trigger certificate deliveries from new leads
Automatically generate a new Sertifier delivery the moment a lead is created in Close. Eliminate manual export steps and start credential distribution instantly.
📝
Capture every submitted contact detail accurately
Map all available Close lead attributes into your Sertifier certificate details. Ensure names, emails, and custom fields populate correctly without manual re-typing.
🔔
Notify your team when deliveries happen
Send instant alerts to your team channels whenever a new certificate delivery is created in Sertifier from a Close lead or task update.
🔀
Route certificate flows based on lead status
Condition your automations to trigger different Sertifier delivery templates depending on the specific lead status or custom field value in Close.
🔄
Keep certificate records updated as leads change
Ensure your credential recipient lists stay synchronized by automatically updating details when contact information is modified in Close.
🛡️
Prevent duplicate records across platforms
Search existing Close leads and Sertifier records before creating new entries, keeping your database clean and organized.
⏱️
Handle later status changes and milestone updates
Trigger secondary certificate deliveries or update credential details whenever opportunity statuses or milestones progress in Close.
🔗
Extend your workflow to Slack or Google Sheets
Connect your core Close and Sertifier pipeline to Slack or Google Sheets for team notifications and backup record logging.
And much more...
Who is Close + Sertifier integration for?
Teams managing prospect pipelines and digital credential issuance save hours of manual entry every week by synchronizing their lead tracking and certificate workflows.
Sales operations managers
Customer success leads
Client account directors
Training program coordinators
Account executives
Compliance officers
📈
Sales operations managers
You're tracking prospect milestones in Close but your certificate distribution platform needs manual updates for every closed deal, so your credential issuance schedule is always lagging behind — with this integration, every new lead lands in Sertifier instantly and your issuance records stay current.
⚡
Customer success leads
You need to dispatch completion certificates as soon as accounts convert in Close, but manual handoffs cause frustrating delays for clients — automating both apps means your onboarding certificates trigger the moment a lead is created and clients receive credentials without waiting.
🤝
Client account directors
You answer to external stakeholders who expect immediate confirmation when deals close and credentials go live, but manual status updates leave gaps in your reporting — connecting these apps means every milestone in Close immediately triggers the corresponding Sertifier delivery.
📊
Training program coordinators
The volume of new participant registrations coming into Close is too high for anyone to keep up by hand, leading to missed certificate deliveries — with this integration, every submission updates your CRM and dispatches smart certificates in one smooth pipeline.
💼
Account executives
You close deals in Close and depend on administrative staff to issue completion badges, resulting in communication bottlenecks — automating both apps means your closed opportunities instantly initiate the certificate workflow without requiring manual follow-ups.
📋
Compliance officers
You need a reliable history of every credential issued against active client accounts, but manual record-keeping keeps introducing data gaps — this integration means every lead interaction in Close has a corresponding verified certificate record in Sertifier.
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 + Sertifier
Build and manage your Close + Sertifier automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Close + Sertifier 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.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Close + Sertifier Now 
In Just 1 Click!
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😍
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Frequently Asked Questions
How do I connect Close to Sertifier?
You can connect Close to Sertifier in one click using pre-built workflows on Integrately, or use Integrately AI to set up custom logic between your CRM and credential platform alongside tools like Slack and Google Sheets.
Can I automatically create Sertifier certificate deliveries when new leads are created in Close?
Can I connect Close, Sertifier, and Google Sheets?
What is a good Zapier alternative for Close and Sertifier?
How does Close handle lead data during automation?
Can Sertifier receive custom contact attributes from Close?
Do I need coding skills to automate Close and Sertifier?
Is the Close and Sertifier integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
You Can Also Connect Close or Sertifier With 1500+ Other Apps
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