Close + Tapfiliate Integration

Integrate Close to Tapfiliate in one click, or tell Integrately AI how you want each lead handled. Track every conversion, update your affiliate program, log payments, and trigger follow-ups 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
  • Tapfiliate
    Affiliate is created in Tapfiliate
  • Tapfiliate
    Affiliate payment is created in Tapfiliate
  • Tapfiliate
    Affiliate prospect is created in Tapfiliate
  • Tapfiliate
    Conversion is created in Tapfiliate
  • Tapfiliate
    Commission is created in Tapfiliate
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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
  • Tapfiliate
    Create a conversion in Tapfiliate
  • Tapfiliate
    Create a customer in Tapfiliate
  • Tapfiliate
    Search affiliate prospect in Tapfiliate
  • Tapfiliate
    Set affiliate to group in Tapfiliate
  • Tapfiliate
    Uncancel a customer in Tapfiliate
  • Tapfiliate
    Get customer by ID in Tapfiliate
  • Tapfiliate
    Cancel a customer in Tapfiliate
  • Tapfiliate
    Get conversion by ID in Tapfiliate
  • Tapfiliate
    Search affiliate in Tapfiliate
  • Tapfiliate
    Search affiliate in a program in Tapfiliate
  • Tapfiliate
    Add commission to conversion in Tapfiliate
  • Tapfiliate
    Approve commission in Tapfiliate
  • Tapfiliate
    Disapprove commission in Tapfiliate

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Ready Workflows Ready Workflows for Close + Tapfiliate Integration

Capture leads, create conversions, update your affiliate program, record payments, and track commissions, all in just one click.

Most popular automationsmost-popular-automations
Tapfiliate + Close Integration

Create Close contact from new Tapfiliate affiliate

If you're an ecommerce business owner who uses Tapfiliate to power your online store, you'll be happy to know that when a new contact is created in Close, this automation will automatically create a affiliate in Tapfiliate.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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  • 1of1
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 + Tapfiliate flow

Sync customer data with billing platforms, marketing tools, spreadsheets, and team messaging channels after your core automation runs. Pick a combination and activate it in one click.

Close
Tapfiliate
+
StripeStripe (5)
+
ShopifyShopify (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
QuickBooks OnlineQuickBooks Online (4)
S
T
C
Create a customer in Tapfiliate when a Stripe payment succeeds, and update the lead in Close
Stripe payments trigger a new customer in Tapfiliate and update your Close lead instantly, eliminating manual tracking.
S
T
C
When a Stripe charge is created, create a conversion in Tapfiliate and create a lead in Close
Every Stripe charge logs a Tapfiliate conversion and creates a corresponding lead in Close automatically.
S
T
C
If a Stripe subscription is cancelled, disapprove the commission in Tapfiliate and update the lead in Close
Subscription cancellations in Stripe automatically disapprove commissions in Tapfiliate and update Close records.
S
T
C
When a Stripe invoice payment fails, update the lead in Close and disapprove the commission in Tapfiliate
Failed invoice payments in Stripe update your Close lead and disapprove Tapfiliate commissions instantly.
S
C
C
T
Use ChatGPT to analyse failed Stripe charges, update the lead in Close, and create a Tapfiliate customer note
ChatGPT analyses Stripe payment failures, updates your Close lead, and logs notes in Tapfiliate.

Supported triggers and actions for Close and Tapfiliate

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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Tapfiliate
Tapfiliate Triggers & Actions
Affiliate is created in Tapfiliate
Triggers the automation when a new affiliate is created
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Affiliate payment is created in Tapfiliate
Triggers the automation when a new affiliate payment is created
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Affiliate prospect is created in Tapfiliate
Triggers the automation when a new affiliate prospect is created
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Conversion is created in Tapfiliate
Triggers the automation when a new conversation is initiated
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Commission is created in Tapfiliate
Triggers the automation when a new commission is created
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Create a conversion in Tapfiliate
Logs a new conversion
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Create a customer in Tapfiliate
Creates a new customer record
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Search affiliate prospect in Tapfiliate
Searches for potential affiliate partners for marketing collaboration
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Set affiliate to group in Tapfiliate
Sets an affiliate to a group
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Uncancel a customer in Tapfiliate
Uncancels a customer
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Get customer by ID in Tapfiliate
Retrieves customer information based on their unique id
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Cancel a customer in Tapfiliate
Cancel a customer's subscription or membership
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Get conversion by ID in Tapfiliate
Retrieves a conversion record by its id
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Search affiliate in Tapfiliate
Searches for a particular affiliate partner
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Search affiliate in a program in Tapfiliate
Searches for an affiliate in a program
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Add commission to conversion in Tapfiliate
Increase the final conversion amount with a set commission percentage
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Approve commission in Tapfiliate
Approve commission requests
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Disapprove commission in Tapfiliate
Disapproves commission payments based on predefined criteria
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What can you automate with Close + Tapfiliate?

Streamline your sales pipeline and affiliate program management with robust, automated workflows.

What you can automate?
🔄
Sync Close opportunities to Tapfiliate conversions
Automatically generate a Tapfiliate conversion every time an opportunity is created or updated in Close, ensuring your affiliate payouts match your sales pipeline.
📋
Capture complete lead and customer data
Map all custom fields from Close leads directly into Tapfiliate customer profiles so your affiliate records contain rich contextual details.
🔔
Notify your team on Slack instantly
Send automated channel messages whenever new opportunities close in Close or new affiliate conversions are logged in Tapfiliate.
🔀
Route records based on deal value
Apply conditional logic to create standard or high-tier affiliate commissions in Tapfiliate depending on the specific opportunity value submitted in Close.
🔄
Keep customer profiles updated across apps
Ensure any contact update made in Close automatically reflects in your Tapfiliate customer database without manual intervention.
🛡️
Prevent duplicate customer records
Search existing profiles before creating new entries in Tapfiliate or Close, maintaining a clean and accurate database.
⚠️
Handle refunds and cancellations automatically
Disapprove commissions or cancel customer records in Tapfiliate immediately when subscription cancellations or refunds occur.
📊
Extend workflows to Google Sheets
Log every integrated Close lead and Tapfiliate conversion into Google Sheets for custom reporting and stakeholder reviews.
And much more...

Who is Close + Tapfiliate integration for?

Connect sales operations and affiliate management to eliminate manual data entry and ensure accurate commission tracking across your entire revenue stack.

Sales Operations Managers
Sales Operations Managers
Affiliate Program Managers
Affiliate Program Managers
Revenue Leaders
Revenue Leaders
Growth Marketers
Growth Marketers
Account Executives
Account Executives
Finance Teams
Finance Teams
📈
Sales Operations Managers
You're tracking opportunity updates in Close while affiliate revenue data lives elsewhere, so your pipeline reports are always missing commission details — this integration means every closed deal instantly logs a Tapfiliate conversion and your reports stay fully accurate.
Affiliate Program Managers
You need to reward partners immediately when leads convert, but manual lookups between Close and Tapfiliate cause frustrating delays — with this integration, every new opportunity triggers affiliate updates instantly and partners get paid on time.
📊
Revenue Leaders
You report on combined sales and partner performance to executive stakeholders, but fragmented data sources create blind spots in your attribution model — automating both apps means complete revenue records flow seamlessly into your primary dashboard.
🚀
Growth Marketers
You scale campaigns that drive both direct CRM leads and partner-referred traffic, but manual reconciliation slows down campaign optimization — connecting these apps means lead activities and conversions sync automatically without manual exports.
💼
Account Executives
You close deals in Close and depend on accurate customer creation in your affiliate system to trigger onboarding bonuses, but forgetting manual steps causes friction — this integration means customer creation happens the moment an opportunity is won.
🔍
Finance Teams
You audit payouts and customer records across billing and CRM tools, but missing cross-platform entries lead to discrepancies in financial audits — automating both apps means every lead and conversion is reliably recorded with zero gaps.
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 + Tapfiliate

Build and manage your Close + Tapfiliate 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 + Tapfiliate 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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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 Tapfiliate?
Frequently Asked Questions
You can connect Close to Tapfiliate in minutes using 1-click ready workflows or Integrately AI. Simply select your pre-built automation template, authenticate both accounts, and let it sync leads and track conversions automatically.
Can I automatically create Tapfiliate conversions from Close opportunities?
Frequently Asked Questions
Can I connect Close, Tapfiliate, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and Tapfiliate?
Frequently Asked Questions
How does Close handle lead data updates during automation?
Frequently Asked Questions
How does Tapfiliate track conversions from integrated apps?
Frequently Asked Questions
Do I need coding skills to automate Close and Tapfiliate?
Frequently Asked Questions
Is the Close and Tapfiliate integration free?
Frequently Asked Questions
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You Can Also Connect Close or Tapfiliate With 1500+ Other Apps

Close
Popular Close Integrations
Connect Close to CRMs, email tools, and communication channels to manage your sales pipeline efficiently.
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Close Integrations arrow right
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Tapfiliate
Popular Tapfiliate Integrations
Sync Tapfiliate with billing, analytics, and marketing platforms to optimize your affiliate program performance.