Close + Trengo Integration

Integrate Close to Trengo in one click, or tell Integrately AI how you want each lead handled. Capture lead details, create contacts and tickets, update support queues, 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
  • Trengo
    New inbound message is added in Trengo Instant
  • Trengo
    New outbound message is added in Trengo Instant
  • Trengo
    New internal note is added in Trengo Instant
  • Trengo
    Phone call is missed in Trengo Instant
  • Trengo
    Phone call is ended in Trengo Instant
  • Trengo
    Phone call is started in Trengo Instant
  • Trengo
    Ticket is assigned in Trengo Instant
  • Trengo
    Ticket is closed in Trengo Instant
  • Trengo
    Ticket is reopened in Trengo Instant
  • Trengo
    Ticket marked as spam in Trengo Instant
  • Trengo
    Ticket unmarked as spam in Trengo Instant
  • Trengo
    Ticket label is added in Trengo 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
  • Trengo
    Add comment on ticket in Trengo
  • Trengo
    Send a message in Trengo
  • Trengo
    Send a WhatsApp message template in Trengo
  • Trengo
    Send message to ticket in Trengo
  • Trengo
    Send media message to ticket in Trengo
  • Trengo
    Create a ticket in Trengo
  • Trengo
    Reopen a ticket in Trengo
  • Trengo
    Attach a label in Trengo
  • Trengo
    Assign a ticket in Trengo
  • Trengo
    Close ticket in Trengo
  • Trengo
    Mark ticket as spam in Trengo
  • Trengo
    Unmark ticket as spam in Trengo
  • Trengo
    Mark a ticket as favorite in Trengo
  • Trengo
    Unmark a ticket as favorite in Trengo
  • Trengo
    Create a user in Trengo
  • Trengo
    Log a phone call in Trengo
  • Trengo
    Create contact in Trengo
  • Trengo
    Search contact in Trengo
  • Trengo
    Get contact by ID in Trengo
  • Trengo
    Update contact in Trengo
  • Trengo
    Delete contact in Trengo

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Ready Workflows Ready Workflows for Close + Trengo Integration

Capture leads, create tickets, keep customer communication aligned, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Close + Trengo Integration

Create Trengo ticket for new Close opportunity

Close is a great tool for managing customer relationships. However, when an opportunity is created in Close, it can be difficult to track the progress of that opportunity and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Trengo whenever an opportunity is created in Close. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the opportunity.
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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 + Trengo flow

Streamline customer communication and pipeline tracking across your entire tech stack. Pick a combination and activate it in one click.

Close
Trengo
+
SalesforceSalesforce (8)
+
HubspotHubspot (8)
+
CalendlyCalendly (8)
+
StripeStripe (8)
+
GmailGmail (8)
+
SlackSlack (8)
C
S
T
Create a Salesforce lead when a new lead is created in Close, and open a ticket in Trengo.
Every Close lead populates Salesforce instantly while creating a matching ticket in Trengo.
T
S
C
Log a task in Salesforce when a new inbound message is added in Trengo, and update the lead in Close.
Inbound customer messages in Trengo automatically create Salesforce tasks and update Close leads.
S
T
C
When a Salesforce account updates, update the contact in Trengo and log a note in Close.
Account changes in Salesforce immediately update Trengo contacts and Close notes.
C
S
T
Create a Salesforce task for every Close lead marked urgent, and assign a ticket in Trengo.
Urgent Close leads generate Salesforce tasks and assigned Trengo tickets automatically.
S
C
T
If a Salesforce opportunity is won, create a note in Close and close the ticket in Trengo.
Won Salesforce opportunities automatically update Close notes and close Trengo support tickets.
T
S
C
When a Trengo ticket is closed, update the Salesforce record and add a note in Close.
Resolved Trengo tickets update Salesforce records and log notes in Close.
C
S
T
Use ChatGPT to analyze new Close leads, create a Salesforce record, and open a Trengo ticket.
ChatGPT analyzes incoming Close leads before creating Salesforce records and Trengo tickets.
C
S
T
S
Turn every Close opportunity into a Salesforce deal, create a Trengo ticket, and log it in Slack.
Close opportunities generate Salesforce deals, Trengo tickets, and Slack announcements.

Supported triggers and actions for Close and Trengo

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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Trengo
Trengo Triggers & Actions
Instant
New inbound message is added in Trengo
Triggers the automation when a new message is received
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Instant
New outbound message is added in Trengo
Triggers the automation when a new outbound message is added
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Instant
New internal note is added in Trengo
Triggers the automation when a new internal note is added
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Instant
Phone call is missed in Trengo
Triggers the automation when a phone call is missed
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Instant
Phone call is ended in Trengo
Triggers the automation when a phone call is ended
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Instant
Phone call is started in Trengo
Triggers the automation when a phone call is started
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Instant
Ticket is assigned in Trengo
Triggers the automation when a ticket is assigned to a team member
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Instant
Ticket is closed in Trengo
Triggers the automation when a ticket is closed
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Instant
Ticket is reopened in Trengo
Triggers the automation when a ticket is reopened
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Instant
Ticket marked as spam in Trengo
Triggers the automation when a ticket is marked as spam
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Instant
Ticket unmarked as spam in Trengo
Triggers the automation when the spam label from any ticket is removed
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Instant
Ticket label is added in Trengo
Triggers the automation when a new label is added to a ticket
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Add comment on ticket in Trengo
Sends a message to a ticket
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Send a message in Trengo
Sends a message to a recipient
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Send a WhatsApp message template in Trengo
Sends a whatsapp message template
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Send message to ticket in Trengo
Sends a message to a ticket
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Send media message to ticket in Trengo
Sends a media message to a ticket
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Create a ticket in Trengo
Generates a new ticket
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Reopen a ticket in Trengo
Reopens a ticket
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Attach a label in Trengo
Assigns a label to a item
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Assign a ticket in Trengo
Assigns tickets to team members based on predefined criteria
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Close ticket in Trengo
Close support tickets based on particular criteria
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Mark ticket as spam in Trengo
Flag ticket as spam
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Unmark ticket as spam in Trengo
Unmarks a ticket as spam
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Mark a ticket as favorite in Trengo
Save important tickets for quick access
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Unmark a ticket as favorite in Trengo
Unmarks a ticket as a favorite
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Create a user in Trengo
Creates a new user account
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Log a phone call in Trengo
Record and save phone call logs
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Create contact in Trengo
Creates a new contact
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Search contact in Trengo
Searches for a contact
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Get contact by ID in Trengo
Retrieves a contact using their id
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Update contact in Trengo
Updates an existing contact
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Delete contact in Trengo
Deletes a contact
Try it →

What can you automate with Close + Trengo?

Keep your sales pipeline and customer communication platforms fully synchronized without manual data entry.

What you can automate?
🔄
Sync Close leads with Trengo tickets automatically
Turn every new lead created in Close into an active support ticket in Trengo instantly, eliminating manual copy-pasting and ensuring zero dropped handoffs.
📋
Capture every custom field and message detail
Map all available lead attributes and inbound message text into your downstream records instead of just basic contact information.
🔔
Alert your team the moment events occur
Trigger instant team notifications and task assignments across your communication channels whenever a new lead or ticket is registered.
🔀
Route records based on submitted criteria
Apply conditional logic to handle VIP accounts differently from standard inquiries, directing them to specialized queues automatically.
🔄
Keep all platforms updated as records change
Ensure status updates, stage progressions, and contact modifications flow seamlessly between Close and Trengo in real time.
🚫
Prevent duplicate records and entries
Automatically search existing contacts and leads before creating new records, maintaining a pristine database across both applications.
Handle later lifecycle status changes
Automatically close tickets, log notes, and update records when deals close or support interactions reach resolution.
🔗
Extend your workflow to trusted tools
Connect your core Close and Trengo setup with Slack, Salesforce, or Gmail to build multi-step operational pipelines.
And much more...

Who is Close + Trengo integration for?

Connecting Close and Trengo means sales and support teams stop hunting across platforms for customer conversations and deal updates.

Sales Managers
Sales Managers
Customer Support Leads
Customer Support Leads
Account Executives
Account Executives
High-Volume Support Teams
High-Volume Support Teams
Sales Development Reps
Sales Development Reps
Operations Leads
Operations Leads
📈
Sales Managers
You rely on accurate pipeline reports to guide strategy, but manual updates leave your metrics hours behind — automating both apps means every lead and deal update syncs instantly and your numbers stay current.
Customer Support Leads
You need to act fast when high-priority customer issues arise, but disjointed communication tools mean you find out too late — integrating these apps means every inbound message triggers immediate ticketing and response.
🤝
Account Executives
You answer to clients who expect real-time progress on their requests, but lagging status updates make tracking difficult — with this integration, every deal change and communication record is reflected immediately.
🔄
High-Volume Support Teams
The sheer volume of incoming customer messages and leads is too high for anyone to keep up by hand, leading to missed follow-ups — connecting these apps means routine ticket creation and lead routing run completely on autopilot.
🎯
Sales Development Reps
You own the initial outreach and depend on upstream lead data being accurate, but manual handoffs cause friction — automating both apps means new prospects move seamlessly from CRM to communication queues without delay.
📋
Operations Leads
You need a reliable history of every customer interaction, but manual entry leaves constant gaps in your database — this integration means every touchpoint is logged consistently across Close and Trengo.
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 + Trengo

Build and manage your Close + Trengo 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 + Trengo 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
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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 Trengo?
Frequently Asked Questions
You can easily connect Close and Trengo using ready-made flows or Integrately AI in just one click, integrating seamlessly with tools like Slack and Salesforce.
Can I automatically create a Trengo ticket when a new lead is created in Close?
Frequently Asked Questions
Can I connect Close, Trengo, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and Trengo?
Frequently Asked Questions
How does Close handle lead updates in this integration?
Frequently Asked Questions
How does Trengo handle customer tickets during syncs?
Frequently Asked Questions
Do I need coding skills to automate Close and Trengo?
Frequently Asked Questions
Is the Close and Trengo integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

Close
Popular Close Integrations
Connect Close to CRMs, email tools, and messaging platforms to manage and follow up on your deals.
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Close Integrations arrow right
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Trengo
Popular Trengo Integrations
Sync Trengo with support platforms, marketing tools, and analytics systems to keep customer communication flowing.
See All
Trengo Integrations arrow right
No popular apps found