Close + Temi Integration

Integrate Close to Temi in one click, or tell Integrately AI how you want each call handled. Transcribe call recordings, update your CRM records, alert your team, 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
  • Temi
    Transcript is created in Temi
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
  • Temi
    Submit transcription job in Temi

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Ready WorkflowsReady Workflows   for Close + Temi Integration

Transcribe audio, log records, update details, alert your team, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Close + Temi flow

Sync transcripts and CRM data with messaging, calendar, and storage tools to keep your entire team aligned. Pick a combination and activate it in one click.

Close
Temi
+
GmailGmail (3)
+
Google CalendarGoogle Calendar (2)
+
SlackSlack (3)
+
Google DriveGoogle Drive (2)
+
CalendlyCalendly (2)
+
ZoomZoom (2)
C
T
G
Send every new Close call record to Temi for transcription, and email the output via Gmail
Call recordings logged in Close are transcribed instantly in Temi, and the completed text lands in your inbox via Gmail so you never miss a detail.
T
C
G
When a transcript is created in Temi, create a note in Close and email the summary via Gmail
Temi transcripts are automatically saved as notes in Close and emailed through Gmail to keep stakeholders informed without manual copy-pasting.
T
C
G
Use Claude to summarise new Temi transcripts, update the Close lead, and email the brief via Gmail
Claude extracts key action items from every Temi transcript, updates your Close lead, and delivers a clean brief to your inbox via Gmail.

Supported triggers and actions for Close and Temi

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
Try it →
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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Temi
Temi Triggers & Actions
Transcript is created in Temi
Triggers the automation when a new transcript is created
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Submit transcription job in Temi
Submits a transcription job
Try it →

What can you automate with Close + Temi?

Streamline your transcription pipeline by connecting call records, transcripts, notes, and tasks into seamless automated sequences.

What you can automate?
🎙️
Automate call transcription from your CRM
Send every new call record from Close directly to Temi for instant transcription without manual file uploads.
📝
Sync completed transcripts back into your CRM
Map Temi transcripts directly into Close lead notes so your conversation history is always complete and searchable.
🔔
Alert your team when transcripts are ready
Notify sales reps and managers instantly via Slack or email the moment a new transcription is completed.
🔀
Route transcription workflows based on lead status
Trigger priority transcription jobs for enterprise leads in Close while handling standard accounts through your normal queue.
🔄
Keep CRM lead details updated in real time
Automatically update Close lead records with extracted text and custom field data as soon as Temi finishes processing.
📋
Create follow-up tasks from transcript insights
Generate new tasks in Close automatically when specific keywords or action items appear in your Temi transcripts.
📊
Maintain a secure archive of all call data
Store completed transcripts in cloud storage or update CRM custom activities whenever a new transcription job finishes.
🌐
Extend your workflow to messaging and email tools
Connect your Close and Temi pipeline with Gmail, Slack, or Google Drive to share meeting briefs across your stack.
And much more...

Who is Close + Temi integration for?

Sales teams, account managers, and customer success professionals who rely on accurate call transcripts to close deals and maintain client records.

Sales Operations Managers
Sales Operations Managers
Inside Sales Representatives
Inside Sales Representatives
Account Executives
Account Executives
Customer Success Teams
Customer Success Teams
Sales Development Reps
Sales Development Reps
Quality Assurance Leads
Quality Assurance Leads
📈
Sales Operations Managers
You rely on call records to track pipeline health, but manual transcription bottlenecks leave your CRM notes incomplete and hard to audit — with this integration, every call record is transcribed automatically and your lead data stays current.
Inside Sales Representatives
You need to follow up with prospects immediately after a discovery call, but copying audio files into transcription tools takes valuable selling time — automating both apps means your transcripts appear in your CRM instantly.
🤝
Account Executives
You report to leadership on client requirements captured during calls, but delayed transcript notes cause miscommunication across departments — connecting these apps means your team sees accurate notes the moment they finish.
🔄
Customer Success Teams
The volume of client calls is too high for anyone to transcribe and log by hand, leading to lost context and missed action items — this integration means every conversation is transcribed and stored without manual data entry.
📋
Sales Development Reps
You depend on account executives to hand over call notes before you can book next steps, but delays stall your outreach pipeline — automating this workflow means transcript data moves across your tools instantly.
🔍
Quality Assurance Leads
You need a reliable history of customer interactions for compliance and training, but manual record-keeping leaves gaps in your archive — this integration means every call transcript is logged accurately every time.
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 + Temi

Build and manage your Close + Temi 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 + Temi 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
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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 Temi?
Frequently Asked Questions
You can connect Close to Temi in just 1 click using ready templates or Integrately AI. Set up your triggers and actions to sync data effortlessly across your apps.
Can I automatically send call recordings from Close to Temi for transcription?
Frequently Asked Questions
Can I connect Close, Temi, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and Temi?
Frequently Asked Questions
How does Close handle lead data during transcription workflows?
Frequently Asked Questions
How fast does Temi process transcriptions in an automation?
Frequently Asked Questions
Do I need coding skills to automate Close and Temi?
Frequently Asked Questions
Is the Close and Temi integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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 Temi With 1500+ Other Apps

Close
Popular Close Integrations
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Temi
Popular Temi Integrations
Sync Temi with storage, project management, and documentation tools to keep audio transcripts accessible.
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