Close + Swapcard Integration

Connect Close to Swapcard in 1 click

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1.
  • 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 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
  • Swapcard
    Person is created in Swapcard
  • Swapcard
    Event is created in Swapcard
  • Swapcard
    Group is created in Swapcard
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2.

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Ready Workflows Ready Workflows   for Close + Swapcard Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Swapcard + Close Integration

Create Close contact from new Swapcard person

Creating an event in Swapcard is a great way to bring together people who share a common interest. But what happens when you want to keep track of all the persons of your event?

The answer is simple. You use this Swapcard - Close integration to create a new contact in Close for each person who registers for your event through Swapcard. This will help you stay organized and easily keep track of your persons' information.

It also helps track event participation and keep your marketing efforts targeted. So just click activate and start automating your event management process!
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Swapcard + Close Integration

Create Close task for new Swapcard event

Creating a task in Close for every event created in Swapcard can be very beneficial.

One reason is that doing so can ensure greater accuracy when tracking event details and assignments. Since Swapcard is often used to manage large or multi-day events, having Close record all of the relevant information can be helpful in keeping track of what has been completed and what still needs to be done.

Additionally, having all task info in one place can make it easier for Event Planners to track progress and collaboratively communicate with other team members.
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Our team can create automations for you... At no extra cost!

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Automations

Top 10 Most Popular Close Automations from
Integrately Community

Just click on the workflow you want to automate

Webflow (Legacy) logo
Close logo
Create Close contact for new Webflow form submission
Activate
Elementor Forms logo
Close logo
Create Close contact for new Elementor Forms form submission
Activate
GroovePages logo
Close logo
Create Close contact for new GroovePages response
Activate
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Close opportunity
Activate
Formsite logo
Close logo
Create Close contact for new Formsite form submission
Activate
Webflow (Legacy) logo
Close logo
Create Close contact for new Webflow form submission
Activate
Elementor Forms logo
Close logo
Create Close contact for new Elementor Forms form submission
Activate
GroovePages logo
Close logo
Create Close contact for new GroovePages response
Activate
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Close opportunity
Activate
Formsite logo
Close logo
Create Close contact for new Formsite form submission
Activate
Kajabi logo
Close logo
Create Close contact from new Kajabi offer
Activate
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity from new Close contact
Activate
OnceHub logo
Close logo
Create Close task for new OnceHub booking
Activate
Unbounce logo
Close logo
Create Close contact for new Unbounce form submission
Activate
WhatsApp logo
Close logo
Create Close note for new WhatsApp message
Activate
Kajabi logo
Close logo
Create Close contact from new Kajabi offer
Activate
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity from new Close contact
Activate
OnceHub logo
Close logo
Create Close task for new OnceHub booking
Activate
Unbounce logo
Close logo
Create Close contact for new Unbounce form submission
Activate
WhatsApp logo
Close logo
Create Close note for new WhatsApp message
Activate

Top 10 Most Popular Swapcard Automations from
Integrately Community

Most popularmost-popular-automations
01
Swapcard logo
HubSpot logo
Create HubSpot contact from new Swapcard person
02
Swapcard logo
WordPress logo
Create WordPress post for new Swapcard event
03
Swapcard logo
Google Calendar logo
Create Google Calendar event for new Swapcard event
04
Swapcard logo
Marketo logo
Create Marketo contact for new Swapcard person
05
Swapcard logo
HubSpot logo
Create HubSpot deal for new Swapcard event
cloud
Swapcard
app integration
06
Swapcard logo
Nuelink logo
Create Nuelink post for new Swapcard event
07
Swapcard logo
Ocoya logo
Create Ocoya post for new Swapcard event
08
Swapcard logo
Google My Business logo
Create Google My Business post for new Swapcard event
09
Swapcard logo
Twitter logo
Create Twitter tweet for new Swapcard event
10
Swapcard logo
Brilliant Directories logo
Create Brilliant Directories post for new Swapcard event
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
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Connect Accounts
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3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
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2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Close or Swapcard With 1400+ Other Apps

Close
Close
Close helps you get more deals. Whether you're inside or outside the office, Close gives you everything you need to communicate with prospects and customers—all in one place.
Swapcard
Swapcard
Swapcard is a powerful event management platform that enables you to run both in-person and virtual events effortlessly. From conferences and trade shows to product launches and company retreats, it has got you covered.