Service Provider Pro + Close Integration

Integrate Close to Service Provider Pro in one click, or tell Integrately AI how you want each order handled. Capture client details, create CRM leads, update your pipeline, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Service Provider Pro
    Order is created in Service Provider Pro Instant
  • Service Provider Pro
    Order status is changed in Service Provider Pro Instant
  • Service Provider Pro
    Tag is added to order in Service Provider Pro Instant
  • Service Provider Pro
    Invoice is paid in Service Provider Pro Instant
  • Service Provider Pro
    Invoice is refunded in Service Provider Pro Instant
  • Service Provider Pro
    Account is created in Service Provider Pro Instant
  • Service Provider Pro
    Form is submitted in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is cancelled in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is paid in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is failed in Service Provider Pro Instant
  • Service Provider Pro
    Message is posted in Service Provider Pro Instant
  • Service Provider Pro
    Ticket is created in Service Provider Pro Instant
  • 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
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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 + Service Provider Pro Integration

Capture new orders, create CRM leads, track client details, update your pipeline, and alert your team, all in just one click.

Most popular automationmost-popular-automations
Service Provider Pro + Close Integration

Create Close contact from new Service Provider Pro order

As an online store owner, you're likely using Service Provider Pro to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Service Provider Pro with Close? This integration will allow you to automatically create a contact for each new order in Close.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
See more
  • 1of1
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 + Service Provider Pro flow

Sync billing records, notify team channels, schedule onboarding calls, and update accounting databases the moment orders arrive. Pick a combination and activate it in one click.

Service Provider Pro
Close
+
StripeStripe (6)
+
SlackSlack (6)
+
CalendlyCalendly (6)
+
GmailGmail (6)
+
QuickBooks OnlineQuickBooks Online (6)
+
AsanaAsana (6)
S
C
S
Create a Close lead from every new Service Provider Pro order, and create a customer in Stripe.
New Service Provider Pro orders instantly create a lead in Close and a customer record in Stripe, eliminating manual data entry across your sales and billing tools.
S
C
S
When a Service Provider Pro invoice is paid, update the lead in Close and charge the card in Stripe.
Paid Service Provider Pro invoices update your Close lead status while Stripe logs the successful transaction automatically.
S
C
S
When a Service Provider Pro order status changes, update the lead in Close and update the subscription in Stripe.
Order status updates in Service Provider Pro automatically refresh your Close lead records and adjust your Stripe subscriptions.
S
C
S
Create a Close task for every refunded Service Provider Pro invoice, and log a refund record in Stripe.
Refunded Service Provider Pro invoices automatically open a follow-up task in Close and record the refund in Stripe.
S
C
S
If a Service Provider Pro form submission indicates enterprise tier, create a priority lead in Close and add a high-tier customer in Stripe.
Enterprise form submissions in Service Provider Pro instantly trigger priority lead creation in Close and set up a custom Stripe customer profile.
S
C
S
Use Claude to analyse Service Provider Pro subscription cancellations, update the lead in Close, and record the event in Stripe.
Claude analyses cancellation reasons from Service Provider Pro so Close leads get updated and Stripe records the churn event.

Supported triggers and actions for Service Provider Pro and Close

Mix and match to build the exact automation you need

Service Provider Pro
Service Provider Pro Triggers & Actions
Instant
Order is created in Service Provider Pro
Triggers the automation when a new order is created
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Instant
Order status is changed in Service Provider Pro
Triggers the automation when the order status changes
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Instant
Tag is added to order in Service Provider Pro
Triggers the automation when a tag is added
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Instant
Invoice is paid in Service Provider Pro
Triggers the automation when an invoice is marked as paid
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Instant
Invoice is refunded in Service Provider Pro
Triggers the automation when an invoice is refunded
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Instant
Account is created in Service Provider Pro
Triggers the automation when a new account is created
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Instant
Form is submitted in Service Provider Pro
Triggers the automation when a form is filled
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Instant
Subscription is cancelled in Service Provider Pro
Triggers the automation when a subscription is cancelled
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Instant
Subscription is paid in Service Provider Pro
Triggers the automation when a subscription fee is successfully paid
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Instant
Subscription is failed in Service Provider Pro
Triggers the automation when a subscription payment has failed
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Instant
Message is posted in Service Provider Pro
Triggers the automation when a message is posted
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Instant
Ticket is created in Service Provider Pro
Triggers the automation when a new ticket is created
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No action is available
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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What can you automate with Close + Service Provider Pro?

Streamline your agency operations by connecting order management to your CRM with powerful automated workflows.

What you can automate?
🔄
Sync new orders into CRM leads
Automatically create a new lead in Close the moment an order is created in Service Provider Pro. Eliminate manual data entry and start your sales and onboarding workflows instantly.
📝
Capture every submitted client field
Map all custom form answers and submitted details from Service Provider Pro directly into your Close lead records instead of just basic contact info.
🔔
Trigger instant team notifications
Alert your sales or support channels the second a new order or ticket arrives in Service Provider Pro, ensuring rapid internal response times.
🔀
Route records based on submitted data
Apply conditional logic to create priority leads in Close when enterprise orders or specific tags are submitted in Service Provider Pro.
📈
Keep pipeline stages up to date
Automatically update Close lead statuses whenever order statuses change in Service Provider Pro, maintaining an accurate pipeline view.
🔍
Prevent duplicate records automatically
Search existing records before creating new entries, ensuring your Close database remains clean and free of duplicate contacts.
💳
Handle payment and refund events
Trigger follow-up tasks in Close when invoices are paid, refunded, or subscriptions fail in Service Provider Pro, keeping teams aligned on billing health.
Extend workflows to Slack or Stripe
Connect your Close and Service Provider Pro flow with tools like Slack or Stripe to notify teams and record transactions in a single multi-step automation.
And much more...

Who is Close + Service Provider Pro integration for?

Connect Close and Service Provider Pro to eliminate manual data entry, streamline client onboarding, and keep your entire team synchronized across sales and fulfillment.

Performance marketers
Performance marketers
Sales reps and account managers
Sales reps and account managers
Agency owners and client success leads
Agency owners and client success leads
Operations managers
Operations managers
Project managers and onboarding specialists
Project managers and onboarding specialists
Finance teams and auditors
Finance teams and auditors
📈
Performance marketers
You're tracking campaign metrics across multiple client accounts, but your CRM pipeline only updates when someone manually exports orders, so the conversion counts you're optimising against are always a few hours behind — integrating these apps means every new order updates your Close records instantly and your data stays current.
Sales reps and account managers
You need to reach out the moment a client completes onboarding, but you find out about new orders hours later when checking spreadsheets, causing frustrating outreach delays — this integration means every new Service Provider Pro order creates a lead in Close immediately so you can engage clients right away.
📋
Agency owners and client success leads
You answer to stakeholders who want real-time visibility into client acquisition and order fulfillment, but manual reporting leaves gaps in your pipeline history — automating both apps means your Close pipeline reflects accurate order statuses from Service Provider Pro without manual data compilation.
⚙️
Operations managers
Your agency handles high order volume during peak launch cycles, and manual record creation between your billing platform and CRM leads to costly data errors — automating both apps means every Service Provider Pro order and invoice flows directly into Close without missing a single detail.
🤝
Project managers and onboarding specialists
You own the client delivery phase and depend on sales to hand over accurate order information, but missing details stall your kickoff meetings — automating both apps means every order detail submitted in Service Provider Pro populates your Close tasks instantly for a seamless handoff.
📊
Finance teams and auditors
You need a reliable history of client payments and order statuses, but fragmented records between your sales CRM and billing platform create discrepancies — this integration means your financial records and Close leads stay perfectly aligned with zero reconciliation gaps.
Our team

Ready Workflows 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 Service Provider Pro + Close

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

1,500+ apps connected
1,500+ apps connected
Connect Service Provider Pro + Close 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
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Close to Service Provider Pro?
Frequently Asked Questions
You can connect Close to Service Provider Pro instantly using 1-click ready workflows or by using Integrately AI to build custom multi-step automations with apps like Slack, Stripe, and Gmail.
Can I automatically create a Close lead when a new Service Provider Pro order is created?
Frequently Asked Questions
Can I connect Close, Service Provider Pro, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and Service Provider Pro?
Frequently Asked Questions
How does Close handle lead updates in this integration?
Frequently Asked Questions
Can Service Provider Pro trigger updates in other business tools?
Frequently Asked Questions
Do I need coding skills to automate Close and Service Provider Pro?
Frequently Asked Questions
Is the Close and Service Provider Pro integration free?
Frequently Asked Questions
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You Can Also Connect Close or Service Provider Pro With 1500+ Other Apps

Close
Popular Close Integrations
Connect Close to email, CRM, and messaging platforms to manage and follow up on your leads.
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Service Provider Pro
Popular Service Provider Pro Integrations
Sync Service Provider Pro with invoicing, project management, and scheduling tools to keep agency operations running smoothly.