Close + Taiga Integration

Integrate Close to Taiga in one click, or tell Integrately AI how you want each lead handled. Create project tasks, update user stories, alert your team, and track software development automatically.

Free foreverFree forever.
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
  • Taiga
    Task is created in Taiga Instant
  • Taiga
    Task is updated in Taiga Instant
  • Taiga
    Task is deleted in Taiga Instant
  • Taiga
    Task status is updated in Taiga Instant
  • Taiga
    Issue is created in Taiga Instant
  • Taiga
    Issue is updated in Taiga Instant
  • Taiga
    Issue is deleted in Taiga Instant
  • Taiga
    Issue status is updated in Taiga Instant
  • Taiga
    User story is created in Taiga Instant
  • Taiga
    User story is updated in Taiga Instant
  • Taiga
    User story is deleted in Taiga Instant
  • Taiga
    User story status is updated in Taiga Instant
Arrow Right
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
  • Taiga
    Create project in Taiga
  • Taiga
    Delete project in Taiga
  • Taiga
    Create task in Taiga
  • Taiga
    Delete task in Taiga
  • Taiga
    Create user story in Taiga
  • Taiga
    Delete user story in Taiga
  • Taiga
    Create issue in Taiga
  • Taiga
    Delete issue in Taiga

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Ready Workflows Ready Workflows for Close + Taiga Integration

Capture leads, create project tasks, update user stories, alert your team, and track development progress, all in just one click.

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 + Taiga flow

Connect supporting tools to log project updates, notify team channels, and sync customer data instantly. Pick a combination and activate it in one click.

Close
Taiga
+
SlackSlack (8)
+
Google SheetsGoogle Sheets (8)
+
GitHubGitHub (8)
+
Jira Software CloudJira Software Cloud (8)
+
ZoomZoom (8)
+
GmailGmail (8)
C
T
S
Create a Taiga task when a Close opportunity is created, and post the details in Slack
New Close opportunities instantly generate a Taiga task and notify your team in Slack, eliminating manual handoffs.
T
C
S
When a Taiga task status is updated, update the lead in Close and notify your team in Slack
Keep sales informed when Taiga development tasks progress, with instant updates posted directly to Slack.
C
T
S
When a Close lead is created, create a task in Taiga and post an update in Slack
Every new Close lead generates a Taiga development task and notifies your project channel on Slack.
C
T
S
Create a task in Taiga for every Close task created, and confirm it in Slack
Mirror your Close tasks directly into Taiga boards and confirm execution in Slack.
C
T
S
If a Close lead is created, create a user story in Taiga and notify the development channel in Slack
Route qualifying Close leads into Taiga user stories and alert your dev team on Slack.
T
C
S
When a Taiga user story is updated, update the opportunity in Close and alert your team in Slack
Sync Taiga user story progress back to Close opportunities and notify your sales reps in Slack.
C
T
S
Use ChatGPT to summarise every Close note, create a Taiga task with the summary, and post it in Slack
AI summarises Close notes, generates actionable Taiga tasks, and announces them in Slack.
C
T
S
Turn every new Close opportunity into a Taiga project, create a kickoff task, and announce it in Slack
Convert won Close opportunities into full Taiga projects with automated kickoff tasks and Slack announcements.

Supported triggers and actions for Close and Taiga

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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Taiga
Taiga Triggers & Actions
Instant
Task is created in Taiga
Triggers the automation when a new task is created
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Instant
Task is updated in Taiga
Triggers the automation when any task is updated
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Instant
Task is deleted in Taiga
Triggers the automation when a task is deleted
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Instant
Task status is updated in Taiga
Triggers the automation when the status of a task is changed
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Instant
Issue is created in Taiga
Triggers the automation when a new issue is created
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Instant
Issue is updated in Taiga
Triggers the automation when an issue is modified
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Instant
Issue is deleted in Taiga
Triggers the automation when any issue is deleted
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Instant
Issue status is updated in Taiga
Triggers the automation when the status of any issue is updated
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Instant
User story is created in Taiga
Triggers the automation when a new user story is created
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Instant
User story is updated in Taiga
Triggers the automation when a user story is updated
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Instant
User story is deleted in Taiga
Triggers the automation when a user story is deleted
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Instant
User story status is updated in Taiga
Triggers the automation when a user story status is updated
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Create project in Taiga
Creates a new project
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Delete project in Taiga
Removes a project from the system
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Create task in Taiga
Creates a new task
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Delete task in Taiga
Removes a particular task
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Create user story in Taiga
Creates a new user story
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Delete user story in Taiga
Removes a user story from the system
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Create issue in Taiga
Generates a new issue for tracking and resolving
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Delete issue in Taiga
Deletes the selected issue from the system
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What can you automate with Close + Taiga?

Streamline your sales-to-development pipeline by connecting Close and Taiga for automated task creation, status updates, and data synchronization.

What you can automate?
🚀
Automate project task creation from new opportunities
Instantly create a new task in Taiga the moment an opportunity is created in Close, eliminating manual handoffs between sales and engineering teams.
📝
Capture every submitted custom activity field
Map detailed custom activity fields and notes from Close into corresponding Taiga user stories and descriptions instead of basic titles.
🔔
Notify your team as soon as deals close
Alert your engineering and sales channels in Slack immediately when new Close leads or opportunities are registered.
🔀
Route tasks based on lead status changes
Trigger different Taiga user stories or issues depending on whether a Close lead status changes or an opportunity reaches a specific milestone.
🔄
Keep project boards and CRM records synchronized
Update Close lead and opportunity records automatically whenever corresponding Taiga tasks or user stories change status.
🛡️
Prevent duplicates with smart search and update
Search existing contacts and leads in Close before creating new records, ensuring your Taiga tasks link to clean data.
📊
Handle later status changes and issue closures
Automatically update Close opportunities when Taiga issues or user stories are marked completed or deleted.
🔗
Extend your workflow to team communication apps
Connect Slack, Google Sheets, or Gmail to your Close and Taiga flow to broadcast updates and maintain comprehensive logs.
And much more...

Who is Close + Taiga integration for?

Sales teams, project managers, and agile developers use this integration to eliminate manual handoffs, keep development boards updated, and streamline workflows.

Sales managers
Sales managers
Account executives
Account executives
Project managers
Project managers
Operations leads
Operations leads
Agile developers
Agile developers
Customer success teams
Customer success teams
📈
Sales managers
You rely on accurate pipeline data for revenue forecasting, but your project boards and CRM records fall out of sync because updates happen manually — integrating these apps means every opportunity change updates your Taiga tasks instantly and your reporting stays accurate.
Account executives
You need to hand off won deals to technical teams immediately, but manual notification delays slow down project initiation — connecting these apps means every new Close opportunity automatically provisions your Taiga project tasks without delay.
📋
Project managers
You answer to stakeholders who demand real-time progress visibility, but tracking CRM status changes in project boards takes hours of copying data — automating both apps means your Taiga boards reflect live Close opportunity changes with zero manual overhead.
🔄
Operations leads
The volume of leads and client requests is too high for your team to keep project boards updated by hand, leading to missed tasks — with this integration, every customer interaction and lead in Close flows directly into Taiga tasks automatically.
💻
Agile developers
You depend on sales teams to hand over precise requirements, but critical context gets lost in unstructured messages — this integration means every Close lead and note translates into structured Taiga user stories and issues automatically.
📊
Customer success teams
You need a reliable history of client issues and development progress, but find recurring gaps between CRM logs and bug trackers — connecting these apps means every Taiga task update synchronizes back to Close records seamlessly.
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 + Taiga

Build and manage your Close + Taiga 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 + Taiga 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
Setup an action from Trello
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Frequently Asked Questions

How do I connect Close to Taiga?
Frequently Asked Questions
You can connect Close to Taiga in 1 click using ready templates, or use Integrately AI to build your exact workflow. It also integrates seamlessly with Slack, Google Sheets, Gmail, and 1,500+ other apps.
Can I automatically create Taiga tasks when a new Close opportunity is created?
Frequently Asked Questions
Can I connect Close, Taiga, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and Taiga?
Frequently Asked Questions
How does Close handle lead and opportunity data transfer?
Frequently Asked Questions
How does Taiga manage tasks and user stories in automations?
Frequently Asked Questions
Do I need coding skills to automate Close and Taiga?
Frequently Asked Questions
Is the Close and Taiga integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

Close
Popular Close Integrations
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Taiga
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Sync Taiga with issue trackers, code repositories, and project management tools to streamline software development.
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