Close + SmartSuite Integration

Integrate Close to SmartSuite in one click, or tell Integrately AI how you want each lead handled. Track pipeline stages, create project boards, assign follow-up tasks, and keep your teams aligned automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
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
  • SmartSuite
    Record is created in SmartSuite
  • SmartSuite
    Record is updated in SmartSuite
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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
  • SmartSuite
    Search record in SmartSuite
  • SmartSuite
    Create record in SmartSuite
  • SmartSuite
    Update record in SmartSuite
  • SmartSuite
    Find Multiple Records (As Line Items) in SmartSuite

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Ready Workflows Ready Workflows for Close + SmartSuite Integration

Capture new leads, update pipeline stages, create project records, assign team tasks, and sync customer details, all in just one click.

Most popular automationsmost-popular-automations
Close + SmartSuite Integration

Create SmartSuite row for new Close contact

When a new contact is created in your Close, you can automatically create a row for them in your SmartSuite. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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SmartSuite + Close Integration

Create Close contact for new SmartSuite row

Automatically creating Close contact records for new SmartSuite row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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  • 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 + SmartSuite flow

Sync inbound enquiries, alert your sales team, and trigger automated follow-up tasks across your entire stack. Pick a combination and activate it in one click.

Close
SmartSuite
+
HubspotHubspot (8)
+
GmailGmail (8)
+
SlackSlack (8)
+
CalendlyCalendly (8)
+
ZoomZoom (8)
+
StripeStripe (8)
H
C
S
Create a Close lead from every new HubSpot contact and add a corresponding record in SmartSuite
New HubSpot contacts immediately appear as leads in Close and populate your SmartSuite workspace without manual data entry.
H
C
S
Sync every new HubSpot deal to Close as an opportunity and create a project record in SmartSuite
HubSpot deals automatically create Close opportunities and SmartSuite project boards for seamless revenue tracking.
H
C
S
When a HubSpot deal moves to a new stage, update the matching lead in Close and update the record in SmartSuite
Deal stage updates in HubSpot instantly modify your Close lead status and SmartSuite project records in real time.
S
H
C
Create a HubSpot task for every SmartSuite record marked for follow-up and update the task in Close
SmartSuite follow-up tasks generate corresponding action items in HubSpot and keep your Close task list current.
H
C
S
If a new HubSpot contact is enterprise tier, create a priority lead in Close and add an enterprise record in SmartSuite
Enterprise contacts from HubSpot trigger high-priority leads in Close and dedicated records in SmartSuite automatically.
H
C
S
When a HubSpot deal is marked closed won, update the Close opportunity and mark the SmartSuite record complete
Won deals in HubSpot update your Close opportunity status and mark your SmartSuite delivery record complete.
H
C
S
Use ChatGPT to summarize every new HubSpot form submission, create a lead in Close, and add a record in SmartSuite
ChatGPT summarizes incoming HubSpot form data to populate clean leads in Close and structured records in SmartSuite.
H
C
S
S
Turn every won HubSpot deal into a Close opportunity, create a SmartSuite project record, and notify your finance team in Slack
Won HubSpot deals generate Close opportunities, SmartSuite project boards, and instant Slack finance alerts.

Supported triggers and actions for Close and SmartSuite

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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SmartSuite
SmartSuite Triggers & Actions
Record is created in SmartSuite
Triggers the automation when a new record is created
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Record is updated in SmartSuite
Triggers the automation when any record is updated
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Search record in SmartSuite
Searches for a record within a given database
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Create record in SmartSuite
Generates a new record
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Update record in SmartSuite
Updates a record with new information
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Find Multiple Records (As Line Items) in SmartSuite
Retrieves and display multiple records as individual line items for easy reference and organization
Try it →

What can you automate with Close + SmartSuite?

Connect Close and SmartSuite to streamline lead management, eliminate manual data entry, and keep your entire team aligned.

What you can automate?
🔄
Sync new Close leads to SmartSuite automatically
Every lead created in Close instantly generates a corresponding record in SmartSuite. Eliminate manual copy-pasting and keep your pipeline records current.
📋
Capture every submitted field in one workspace
Map available lead information, notes, and custom activities into separate SmartSuite columns instead of just names and emails. Your workspace becomes a reliable source for review.
🔔
Notify your team as soon as deals progress
Send instant alerts to your team channels when high-value leads change status or new project records are established, keeping everyone informed in real time.
🔀
Route records based on submitted criteria
Perform different actions depending on lead tiers or deal values submitted in your CRM, ensuring VIP prospects receive priority routing.
🔄
Keep records updated as pipeline stages shift
Whenever an opportunity status changes in Close, automatically update the matching SmartSuite record so project boards reflect current pipeline realities.
🔍
Search and update instead of creating duplicates
Check for existing contacts before creating new records, ensuring your database remains clean and free of redundant entries.
💳
Handle later status changes like closed won
When an opportunity is marked closed won or a payment clears, automatically update project delivery statuses and trigger fulfillment workflows.
🔗
Extend your flow with supporting apps like Slack
Connect Close and SmartSuite to messaging tools, calendars, or email platforms to trigger multi-step automations that span your entire tech stack.
And much more...

Who is Close + SmartSuite integration for?

Sales teams, operations managers, and account executives streamline customer communication, pipeline tracking, and project execution without manual data transfer.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Client success managers
Client success managers
Sales operations managers
Sales operations managers
Project managers
Project managers
RevOps specialists
RevOps specialists
📈
Performance marketers
You're reviewing conversion metrics across multiple channels but your CRM pipeline only updates when someone manually exports leads, so the conversion rates you're optimizing against are always hours behind — with this integration, every new lead lands in both platforms instantly and your data stays current.
Sales representatives
You need to act fast on incoming prospect communications, but contact details take too long to transfer from your email inbox into your tracking boards, causing frustrating follow-up delays — with this integration, every booking and message populates your workspace immediately so you never miss an opportunity.
🤝
Client success managers
You answer to key clients who expect prompt project updates, but keeping customer records synchronized between your communication CRM and project boards eats up your entire morning — with this integration, status changes flow automatically across your stack and your reports remain permanently up to date.
⚙️
Sales operations managers
The volume of inbound prospects is too high for anyone to keep up with by hand, leading to missed follow-ups and messy records that compromise pipeline visibility — with this integration, every record is created and categorized automatically without manual intervention.
📋
Project managers
You own the delivery phase and depend on sales reps to hand over client details correctly, but crucial notes often get lost between different apps during handoffs — this integration means every project board initializes with complete customer data the moment a deal progresses.
🗂️
RevOps specialists
You need a reliable history of customer interactions across the entire lifecycle, but scattered data sources keep creating frustrating gaps in your reporting — with this integration, every lead, opportunity, and project record stays perfectly aligned from first touch to closed won.
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 Close + SmartSuite

Build and manage your Close + SmartSuite 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 + SmartSuite 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
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Close to SmartSuite?
Frequently Asked Questions
You can connect Close to SmartSuite in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation and map the fields for you alongside 1,500+ other apps.
Can I automatically sync new Close leads to SmartSuite?
Frequently Asked Questions
Can I connect Close, SmartSuite, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and SmartSuite?
Frequently Asked Questions
How does Close handle lead creation events in this integration?
Frequently Asked Questions
Can SmartSuite record updates trigger actions in Close?
Frequently Asked Questions
Do I need coding skills to automate Close and SmartSuite?
Frequently Asked Questions
Is the Close and SmartSuite integration free?
Frequently Asked Questions
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You Can Also Connect Close or SmartSuite With 1500+ Other Apps

Close
Popular Close Integrations
Connect Close with email, calling, and scheduling tools to track communications and accelerate sales follow-ups.
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SmartSuite
Popular SmartSuite Integrations
Sync SmartSuite with document, storage, and project tools to organize workflows and optimize team collaboration.