SMS Everyone + Close Integration

Integrate Close to SMS Everyone in one click, or tell Integrately AI how you want each lead handled. Send instant SMS alerts, add numbers to lists, update your CRM records, and track message delivery 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
Arrow Right
2.
  • SMS Everyone
    Add number to list in SMS Everyone
  • SMS Everyone
    Send SMS in SMS Everyone
  • SMS Everyone
    Check delivery status in SMS Everyone
  • 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 WorkflowsReady Workflows   for SMS Everyone + Close Integration

Capture leads, send instant messages, update contact lists, track delivery status, and trigger follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
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Connect more apps to your Close + SMS Everyone flow

Connect additional tools to log records, notify teams, and coordinate follow-ups after your core automation runs. Pick a combination and activate it in one click.

SMS Everyone
Close
+
Google CalendarGoogle Calendar (8)
+
CalendlyCalendly (8)
+
GmailGmail (8)
+
HubspotHubspot (8)
+
SlackSlack (8)
+
StripeStripe (8)
C
G
S
Create a Google Calendar event for every new Close lead and send a confirmation text via SMS Everyone
New Close leads automatically generate a scheduled Google Calendar event and trigger a confirmation text through SMS Everyone without manual entry.
C
G
S
Schedule a consultation in Google Calendar when a Close opportunity is created, and text the client via SMS Everyone
Every Close opportunity creates a corresponding Google Calendar consultation and triggers an SMS notification via SMS Everyone instantly.
C
G
S
When a Close meeting is created, update the Google Calendar event and send a schedule update via SMS Everyone
Meeting updates in Close automatically sync to Google Calendar and trigger an SMS update through SMS Everyone.
C
G
S
Create a Google Calendar follow-up task when a Close call record is updated, and send a reminder via SMS Everyone
Updated Close call records automatically schedule Google Calendar follow-ups and send reminder texts via SMS Everyone.
C
G
S
If a new Close lead has enterprise status, schedule a VIP slot in Google Calendar and text them via SMS Everyone
Enterprise leads in Close automatically secure priority Google Calendar slots and receive tailored SMS messages via SMS Everyone.
C
G
S
When a Close task is created in lead, update the Google Calendar meeting and send an update via SMS Everyone
New Close tasks update existing Google Calendar meetings and trigger instant SMS notifications through SMS Everyone.
C
C
G
S
Use ChatGPT to summarise every new Close note, schedule a follow-up in Google Calendar, and text the summary via SMS Everyone
ChatGPT summarises new Close notes, schedules Google Calendar follow-ups, and texts the briefing via SMS Everyone.
C
G
S
S
Turn every new Close lead into a Google Calendar event, notify the team in Slack, and send a welcome text via SMS Everyone
New Close leads create Google Calendar events, notify teams in Slack, and trigger welcome texts through SMS Everyone.

Supported triggers and actions for SMS Everyone and Close

Mix and match to build the exact automation you need

SMS Everyone
SMS Everyone Triggers & Actions
No trigger is available
Add number to list in SMS Everyone
Adds a number to a list
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Send SMS in SMS Everyone
Sends an SMS to a recipient
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Check delivery status in SMS Everyone
Provides the status of the SMS delivery
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Close
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
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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
Try it →
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
Try it →

What can you automate with Close + SMS Everyone?

Connect your CRM data directly to SMS messaging to streamline communication and eliminate manual outreach delays.

What you can automate?
💬
Send SMS messages automatically from Close events
Trigger instant text messages through SMS Everyone the moment a new lead, contact, or opportunity is created in Close. Eliminate manual typing and engage prospects without delay.
📋
Capture every submitted field in your messages
Map specific custom fields, names, and company details from Close records directly into your SMS Everyone templates. Ensure every recipient receives personalised communication.
🔔
Notify the right person as soon as it happens
Send instant SMS alerts to sales reps and team members whenever high-value opportunities are updated in Close. Keep everyone informed of critical pipeline movements.
🔀
Route messages based on submitted field data
Send different SMS templates through SMS Everyone depending on lead status, deal size, or custom tags assigned in Close. Tailor your outreach automatically.
🔄
Keep contact lists up to date as records change
Automatically add new numbers to SMS Everyone lists or update existing subscriber details whenever contact information changes in Close.
👥
Add or update records instead of creating duplicates
Search existing lists and contact databases before sending SMS campaigns or adding numbers in SMS Everyone. Keep your messaging clean and organized.
Handle later status changes and follow-ups
Trigger automated text messages when lead statuses change to closed won, meetings are confirmed, or payment tasks are completed in Close.
🔗
Extend your workflow to team chat apps
Connect Close and SMS Everyone with Slack to post internal team alerts while simultaneously dispatching customer text messages.
And much more...

Who is Close + SMS Everyone integration for?

Sales teams, business owners, and customer success managers use Close and SMS Everyone to automate pipeline updates, eliminate manual messaging delays, and keep communication flowing.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Client success managers
Client success managers
Support operations leads
Support operations leads
Operations coordinators
Operations coordinators
Finance managers
Finance managers
📈
Performance marketers
You're running multi-channel campaigns but your pipeline reports only update when someone manually exports lead records, so the response counts you're optimising against are always a few hours behind — with this integration, every new lead triggers automated messaging instantly and your data stays current.
Sales development reps
You rely on rapid outreach to convert inbound prospects, but copying contact details into messaging tools by hand means leads wait hours for a reply — automating both apps means every new opportunity triggers an instant SMS text and your conversion rate improves.
🤝
Client success managers
You answer to stakeholders who want immediate progress updates on every account, but manual status tracking leaves gaps in your client timeline — this integration means every account change triggers automated notifications and stakeholders see real-time updates.
🎧
Support operations leads
The incoming inquiry volume is too high for anyone to keep up by hand, leading to missed follow-ups and frustrated customers — automating both apps means every ticket status change dispatches automated text alerts and your queue stays clear.
📋
Operations coordinators
You own the post-sale onboarding stage and depend on sales reps to hand over lead data before you can begin work, but manual handoffs cause endless delays — connecting these apps means every new deal automatically provisions customer records and your workflow starts instantly.
💳
Finance managers
You need a reliable transaction and communication history, but manual record-keeping keeps leaving blind spots in your audit trail — automating both apps means every payment event logs accurate data across your stack and your financial history remains pristine.
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 SMS Everyone + Close

Build and manage your SMS Everyone + 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 SMS Everyone + 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
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Frequently Asked Questions

How do I connect Close to SMS Everyone?
Frequently Asked Questions
You can connect Close to SMS Everyone in 1 click using ready templates on Integrately, or use Integrately AI to build your custom workflow alongside tools like Hubspot, Slack, and Gmail.
Can I send an SMS in SMS Everyone automatically when a new lead is created in Close?
Frequently Asked Questions
Can I connect Close, SMS Everyone, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and SMS Everyone?
Frequently Asked Questions
How does Close handle lead data updates in this integration?
Frequently Asked Questions
Can SMS Everyone add subscriber numbers to lists automatically?
Frequently Asked Questions
Do I need coding skills to automate Close and SMS Everyone?
Frequently Asked Questions
Is the Close and SMS Everyone integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Close or SMS Everyone With 1500+ Other Apps

Close
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SMS Everyone
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Sync SMS Everyone with marketing, support, and notification tools to keep messaging campaigns running smoothly across your stack.