Close + SMTP Integration

Q: Can I send emails automatically when a new lead is created in Close?

You can trigger automated email dispatches via SMTP whenever a new lead is created in Close. Use a ready automation in one click or ask Integrately AI to build custom variations.

Q: Can I connect Close, SMTP, and Slack?

You can connect Close, SMTP, and Slack to run multi-step workflows. New leads in Close can trigger both an email via SMTP and a channel message in Slack, alongside 1,500+ other apps.

Q: What is a good Zapier alternative for Close and SMTP?

Most alternatives lack the speed and ease of Integrately, which offers 20 million+ templates, 24/5 live chat support, and AI-assisted setup for your Close and SMTP integrations.

Q: How does Close handle lead data updates in this integration?

Lead data updates in Close are captured instantly to drive automated actions. There is a ready template available — start from the Close and SMTP integration.

Q: Can SMTP handle bulk email dispatches from CRM triggers?

SMTP delivers your bulk email campaigns reliably when triggered by CRM events. You can use a ready automation to manage dispatches seamlessly.

Q: Do I need coding skills to automate Close and SMTP?

You can connect Close and SMTP without coding using ready templates and Integrately AI to build your exact automation workflow.

Q: Is the Close and SMTP integration free?

You can start with a free forever plan available on Integrately for your Close and SMTP integration, with premium multi-step features also accessible.

Integrate Close to SMTP in one click, or tell Integrately AI how you want each lead handled. Send reliable bulk emails, alert your team, and trigger follow-ups automatically.

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Free forever.

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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

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
Send email in SMTP

Trusted by experts at...

Ready Workflows for Close + SMTP Integration

Capture leads, send campaign emails, update contact records, alert your team, and trigger follow-ups, all in just one click.

Send SMTP email for new Close contact

Anytime a new contact is added to your Close, automatically send them a email through SMTP letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Close - SMTP integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!

Activate

Send SMTP email for new Close task

With this Close - SMTP integration, whenever a new task is created in Close, email will be sent via SMTP. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the email that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.

Activate

Send SMTP email for new Close opportunity

Whenever a new opportunity is created in your Close, you'll want to communicate with your team to make sure everyone is on the same page. Sending SMTP email ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Close - SMTP integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + SMTP flow

Connect your CRM, forms, scheduling tools, and messaging apps to power up your sales and email workflows. Pick a combination and activate it in one click.

Gmail (4)

Calendly (3)

Hubspot (3)

Slack (3)

Typeform (3)

Stripe (3)

When a new lead is created in Close, draft a confirmation in Gmail and send the update via SMTP

New Close leads instantly trigger a draft email in Gmail and a dispatch via SMTP, keeping your communication pipeline running without manual copying.

When a contact is updated in Close, search your Gmail history and send a notification via SMTP

Contact updates in Close trigger a Gmail search and an immediate dispatch via SMTP, ensuring your team stays informed of client changes.

Use Claude to summarise new Close notes, save the summary in Gmail, and send the brief via SMTP

Claude summarises new Close notes so Gmail and SMTP can deliver clean, concise briefing emails to your stakeholders automatically.

When an opportunity is created in Close, log it in Gmail and send a launch notification via SMTP

New opportunities in Close automatically generate a log in Gmail and a dispatch via SMTP to notify your campaign managers instantly.

When a new Calendly event is booked, create a lead in Close and send a welcome email via SMTP

New Calendly bookings automatically create a lead in Close and trigger a welcome email via SMTP, removing manual data entry.

When a Calendly meeting is rescheduled, update the task in Close and send a notification via SMTP

Rescheduled meetings in Calendly update your tasks in Close and trigger a schedule change notification via SMTP instantly.

Use Gemini to review Calendly booking answers, create a lead in Close, and send a custom email via SMTP

Gemini analyses Calendly intake answers to create tailored Close leads and trigger personalised email dispatches via SMTP.

When a lead is created in Close, create a contact in HubSpot and send a notification via SMTP

New Close leads automatically generate a contact in HubSpot and dispatch a team notification via SMTP without double data entry.

When an opportunity is created in Close, create a deal in HubSpot and send a summary via SMTP

New Close opportunities create corresponding HubSpot deals and trigger an executive summary email via SMTP instantly.

When a task is created in Close, log a task in HubSpot and send a reminder via SMTP

Close tasks automatically generate corresponding HubSpot tasks and dispatch reminder emails via SMTP to keep reps on track.

When a lead is created in Close, post an alert in Slack and send a campaign email via SMTP

New Close leads instantly trigger a Slack notification for your sales channel and dispatch a campaign email via SMTP.

When an opportunity status changes in Close, update your Slack channel and send an alert via SMTP

Opportunity status updates in Close post an alert in Slack and trigger a status notification via SMTP automatically.

When a call record is created in Close, post a summary in Slack and send a follow-up via SMTP

New Close call records post a summary in Slack and trigger an automated follow-up email via SMTP immediately.

When a new Typeform submission arrives, create a lead in Close and send a confirmation via SMTP

Typeform submissions automatically create a lead in Close and trigger a confirmation email via SMTP without manual entry.

When a Typeform response is received, create a contact in Close and send survey results via SMTP

Typeform survey responses create contacts in Close and send formatted result summaries via SMTP automatically.

Use ChatGPT to analyse Typeform feedback, create a lead in Close, and send a reply via SMTP

ChatGPT analyses Typeform feedback to create qualified Close leads and dispatch tailored response emails via SMTP.

When a Stripe payment succeeds, create a customer lead in Close and send a receipt via SMTP

Successful Stripe payments automatically create a lead in Close and trigger a professional receipt via SMTP.

When a Stripe subscription is created, update the lead in Close and send onboarding via SMTP

Stripe subscriptions update corresponding Close leads and trigger automated onboarding email sequences via SMTP.

When a Stripe invoice payment fails, update the lead status in Close and send a notice via SMTP

Failed Stripe invoices update lead statuses in Close and trigger payment failure notification emails via SMTP.

Supported triggers and actions for Close and SMTP

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

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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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SMTP Triggers & Actions

Send email in SMTP

Sends an email to a recipient

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What can you automate with Close + SMTP?

Streamline your communication workflows by connecting lead creation, contact updates, and bulk email delivery into a single automated pipeline.

Get Started For Free

✉️

Send outbound emails automatically on lead creation

Trigger instant email dispatches through SMTP the moment a new lead or contact is created in Close. Eliminate manual drafting and ensure immediate prospect engagement.

📋

Capture every submitted lead detail in your dispatches

Map all available Close lead attributes directly into your SMTP email templates instead of just basic names. Your outbound messages become highly personalised and relevant.

🔔

Notify your team when opportunities update

Send automated alerts through SMTP whenever a Close opportunity status changes or a new deal is logged. Keep your stakeholders aligned on pipeline progression.

🔀

Route emails based on lead status changes

Send different email templates or follow-up sequences depending on the specific lead status or custom activity recorded in Close. Tailor your messaging to prospect behaviour.

🔄

Keep delivery records synchronised continuously

Automatically log sent email reports and communication updates back into Close whenever messages are delivered via SMTP. Maintain a unified history of all interactions.

🛡️

Prevent duplicate contacts and redundant emails

Search existing records before triggering new email sequences or creating entries in Close. Ensure clean data management across your entire sales and marketing stack.

📊

Handle later status changes and campaign renewals

Trigger automated re-engagement or renewal emails via SMTP when lead milestones or subscription statuses change in Close. Keep customer lifecycles moving forward.

🔌

Extend your workflow to popular productivity apps

Connect your Close and SMTP core flow with Slack, Gmail, or Hubspot to notify teams, log data, and trigger multi-step operations effortlessly.

And much more...

Who is Close + SMTP integration for?

Sales professionals, marketers, and operations teams connect Close and SMTP to automate email dispatching and keep customer communications synchronised without manual intervention.

Sales managers

Account executives

Operations leads

Growth marketers

Customer success reps

CRM administrators

📈

Sales managers

You're reviewing campaign metrics in Close but your email delivery logs only update when someone exports data by hand, so the delivery counts you're analysing against are always a few hours behind — with this integration, every dispatch lands instantly and your pipeline data stays current.

⚡

Account executives

You need to follow up with leads the moment opportunities advance, but you find out about closed deals too late because manual email dispatching slows you down — automating both apps means every status change triggers immediate outbound messaging and your response times drop.

📋

Operations leads

You answer to executive stakeholders who want to see consistent communication audit trails, but manual copy-pasting leaves gaps in your email records — connecting these apps means every CRM event triggers verified mail dispatches and your reporting remains complete.

🚀

Growth marketers

The volume of new leads entering Close is too high for anyone to keep up by hand, leading to delayed outreach and missed conversions — with this integration, every new lead triggers automated email campaigns instantly and your outreach scales without extra headcount.

🤝

Customer success reps

You own the onboarding stage and depend on sales reps to manually hand over client details before you can send welcome emails, causing frustrating communication delays — automating both apps means contact updates flow straight into your email sequences instantly.

🔍

CRM administrators

You need a reliable history of all customer communications, but manual email logging keeps leaving audit gaps between your CRM and delivery server — this integration means every outbound message is tracked automatically and your database stays pristine.

Try This Integration – No Code Needed

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 + SMTP

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

1,500+ apps connected

Connect Close + SMTP 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.

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Frequently Asked Questions

How do I connect Close to SMTP?

You can connect Close to SMTP instantly using ready-made workflows on Integrately. With 1-click setup and Integrately AI, you can link Close, SMTP, Gmail, Slack, and Hubspot without writing code.

Can I send emails automatically when a new lead is created in Close?

Can I connect Close, SMTP, and Slack?

What is a good Zapier alternative for Close and SMTP?

How does Close handle lead data updates in this integration?

Can SMTP handle bulk email dispatches from CRM triggers?

Do I need coding skills to automate Close and SMTP?

Is the Close and SMTP 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 SMTP With 1500+ Other Apps

Popular Close Integrations

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Popular SMTP Integrations

Sync SMTP with marketing automation, form builders, and analytics tools to deliver campaigns across your stack.

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Close + SMTP Integration

Integrate Close to SMTP in one click, or tell Integrately AI how you want each lead handled. Send reliable bulk emails, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Close + SMTP Integration

Capture leads, send campaign emails, update contact records, alert your team, and trigger follow-ups, all in just one click.

Send SMTP email for new Close contact

Send SMTP email for new Close task

Send SMTP email for new Close opportunity

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + SMTP flow

Connect your CRM, forms, scheduling tools, and messaging apps to power up your sales and email workflows. Pick a combination and activate it in one click.

Supported triggers and actions for Close and SMTP

Mix and match to build the exact automation you need

What can you automate with Close + SMTP?

Streamline your communication workflows by connecting lead creation, contact updates, and bulk email delivery into a single automated pipeline.

Who is Close + SMTP integration for?

Sales professionals, marketers, and operations teams connect Close and SMTP to automate email dispatching and keep customer communications synchronised without manual intervention.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Close + SMTP

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Close or SMTP With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Close + SMTP Integration

Integrate Close to SMTP in one click, or tell Integrately AI how you want each lead handled. Send reliable bulk emails, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Close + SMTP Integration

Capture leads, send campaign emails, update contact records, alert your team, and trigger follow-ups, all in just one click.

Send SMTP email for new Close contact

Send SMTP email for new Close task

Send SMTP email for new Close opportunity

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + SMTP flow

Connect your CRM, forms, scheduling tools, and messaging apps to power up your sales and email workflows. Pick a combination and activate it in one click.

Supported triggers and actions for Close and SMTP

Mix and match to build the exact automation you need

What can you automate with Close + SMTP?

Streamline your communication workflows by connecting lead creation, contact updates, and bulk email delivery into a single automated pipeline.

Who is Close + SMTP integration for?

Sales professionals, marketers, and operations teams connect Close and SMTP to automate email dispatching and keep customer communications synchronised without manual intervention.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Close + SMTP

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Close or SMTP With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click