Close + TalentLMS Integration

Integrate Close to TalentLMS in one click, or tell Integrately AI how you want each lead handled. Create courses, assign users, update your CRM, alert your team, and track training progress 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
  • TalentLMS
    User is added in TalentLMS
  • TalentLMS
    Course is added in TalentLMS
  • TalentLMS
    Group is added in TalentLMS
  • TalentLMS
    Branch is added in TalentLMS
  • TalentLMS
    Category is created in TalentLMS
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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
  • TalentLMS
    Create user in TalentLMS
  • TalentLMS
    Search user in TalentLMS
  • TalentLMS
    Add user to group in TalentLMS
  • TalentLMS
    Add user to branch in TalentLMS
  • TalentLMS
    Add user to course in TalentLMS
  • TalentLMS
    Create course in TalentLMS

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Ready Workflows Ready Workflows for Close + TalentLMS Integration

Enroll new leads, assign courses, update your CRM, alert your team, and track learning progress, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your Close + TalentLMS flow

Send follow-up messages, sync user data, and update spreadsheets the moment your training processes run. Pick a combination and activate it in one click.

Close
TalentLMS
+
SlackSlack (3)
+
ZoomZoom (2)
+
CalendlyCalendly (2)
+
HubspotHubspot (2)
+
Google SheetsGoogle Sheets (2)
+
GmailGmail (2)
C
T
S
Add a TalentLMS course user when a Close lead is created, and notify your team in Slack
Every new Close lead instantly triggers a course assignment in TalentLMS and alerts your team on Slack, keeping sales and training aligned.
T
C
S
When a TalentLMS user is added, update the matching Close lead and post an update in Slack
Keep your CRM updated whenever a new learner joins TalentLMS and announce the registration in Slack automatically.
C
T
S
When a Close opportunity is created, assign the user in TalentLMS and post to Slack
Kick off training workflows in TalentLMS the moment an opportunity closes in Close, and notify your operations channel in Slack.

Supported triggers and actions for Close and TalentLMS

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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TalentLMS
TalentLMS Triggers & Actions
User is added in TalentLMS
Triggers the automation when a new user is added
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Course is added in TalentLMS
Triggers the automation when a new course is added
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Group is added in TalentLMS
Triggers the automation when a new group is created
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Branch is added in TalentLMS
Triggers the automation when a new branch is added
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Category is created in TalentLMS
Triggers the automation when a new category is created
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Create user in TalentLMS
Generates a new user account
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Search user in TalentLMS
Searches for a user
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Add user to group in TalentLMS
Adds a user to a group
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Add user to branch in TalentLMS
Assigns a user to a branch
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Add user to course in TalentLMS
Enrolls a user in a particular course
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Create course in TalentLMS
Generates and set up a new course for online learning
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What can you automate with Close + TalentLMS?

Streamline your sales and training operations by connecting Close triggers directly to TalentLMS actions.

What you can automate?
🚀
Enroll new Close leads into TalentLMS courses instantly
Trigger automated course enrollments in TalentLMS the moment a new lead or contact is created in Close. Eliminate manual user provisioning and start training right away.
📋
Capture every submitted custom lead detail
Map all available contact fields and custom activities from Close into TalentLMS user profiles so your learners have accurate metadata.
🔔
Notify your team as soon as learners are added
Alert your sales and support channels in Slack or via email the moment a new learner is registered or a course assignment is updated.
🔀
Route training based on lead status changes
Assign different courses or branch memberships in TalentLMS depending on the specific lead status or opportunity stage updated in Close.
🔄
Keep learner and lead records synchronized
Update contact details and user statuses across both Close and TalentLMS whenever modifications occur in either platform.
🛡️
Prevent duplicate records during sync
Search existing contacts before creating new entries to ensure your CRM and learning platform maintain clean, deduplicated profiles.
⏱️
Handle membership and status updates seamlessly
Manage user additions, course completions, and branch assignments automatically as members move through your pipeline.
🌐
Extend your workflow with external apps
Connect your core Close and TalentLMS flow to tools like Google Sheets or Gmail to log records and send automated welcome emails.
And much more...

Who is Close + TalentLMS integration for?

Sales managers, customer success leads, and operations teams rely on this integration to eliminate manual data entry and synchronize lead and learner pipelines instantly.

Sales Operations Managers
Sales Operations Managers
Customer Success Leads
Customer Success Leads
Client Services Directors
Client Services Directors
High-Volume Sales Teams
High-Volume Sales Teams
Training Coordinators
Training Coordinators
Compliance Officers
Compliance Officers
📈
Sales Operations Managers
You're tracking lead conversion rates in Close but your training completion metrics in TalentLMS live in a separate silo, so the performance reports you present to leadership are always outdated — this integration means every lead and course assignment syncs automatically and your dashboards stay current.
Customer Success Leads
You need to provision customer training the moment an opportunity closes in Close, but manual course enrollment delays onboarding and frustrates new clients — automating both apps means new learners get immediate course access without manual delays.
🤝
Client Services Directors
You answer to executive stakeholders who want real-time visibility into customer onboarding progress, but piecing together CRM notes and learning management data takes hours — connecting these apps means your progress records update themselves instantly.
📊
High-Volume Sales Teams
The volume of new leads entering Close every day is too high for anyone to keep up with manual course assignments, leading to missed student enrollments — with this integration, every new lead triggers course provisioning instantly.
🎯
Training Coordinators
You own the onboarding workflow and depend on your sales colleagues to hand over contact details correctly, but incomplete entries stall your training schedules — this integration means clean contact data flows straight into your learning platform.
🔍
Compliance Officers
You need a reliable history of every customer training interaction for auditing purposes, but scattered records keep leaving audit gaps — automating both apps means every lead state change and learner addition is logged reliably.
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 + TalentLMS

Build and manage your Close + TalentLMS 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 + TalentLMS 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
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Close to TalentLMS?
Frequently Asked Questions
You can connect Close to TalentLMS in 1 click using ready workflows or ask Integrately AI to build your automation. It integrates smoothly with Slack, Google Sheets, and 1,500+ other apps.
Can I automatically enroll new Close leads into TalentLMS courses?
Frequently Asked Questions
Can I connect Close, TalentLMS, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and TalentLMS?
Frequently Asked Questions
How does Close handle lead creation events in this integration?
Frequently Asked Questions
Can I track user additions in TalentLMS and update Close?
Frequently Asked Questions
Do I need coding skills to connect Close and TalentLMS?
Frequently Asked Questions
Is the Close and TalentLMS integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

Close
Popular Close Integrations
Connect Close with CRMs, email tools, and messaging platforms to manage and follow up on your sales leads.
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TalentLMS
Popular TalentLMS Integrations
Sync TalentLMS with reporting, communication, and spreadsheet tools to keep learning data working across your stack.
See All
TalentLMS Integrations arrow right
No popular apps found