Close + Twist Integration

Integrate Close to Twist in one click, or tell Integrately AI how you want each lead handled. Post messages, create threads, alert teammates, and keep team communication organized 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
  • Twist
    Message is posted in conversation in Twist Instant
  • Twist
    Comment is posted in thread in Twist Instant
  • Twist
    Thread is added to channel in Twist 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
  • Twist
    Add message in Twist
  • Twist
    Get message by ID in Twist
  • Twist
    Add thread in Twist
  • Twist
    Get comment by ID in Twist
  • Twist
    Search thread in Twist
  • Twist
    Get thread by ID in Twist
  • Twist
    Add comment in Twist
  • Twist
    Get user by ID in Twist

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Ready Workflows Ready Workflows for Close + Twist Integration

Capture leads, post notifications, create discussion threads, and keep your team aligned, all in just one click.

Most popular automationsmost-popular-automations
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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 + Twist flow

Sync your sales data with email campaigns, schedule follow-ups, and alert your team across channels. Pick a combination and activate it in one click.

Close
Twist
+
GmailGmail (4)
+
CalendlyCalendly (3)
+
SlackSlack (3)
+
HubspotHubspot (3)
+
Google DriveGoogle Drive (3)
+
StripeStripe (3)
C
T
G
Send a welcome email in Gmail for every new Close lead, and post a message in Twist.
Every new Close lead triggers a welcome email in Gmail and a team notification in Twist, eliminating manual outreach delays.
C
T
G
Send a follow-up email in Gmail when a call record is created in Close, and post an update in Twist.
Keep prospects engaged with automated Gmail follow-ups after every Close call, while keeping your team informed in Twist.
C
T
G
When a Close lead status changes to active, send an update email in Gmail and post a thread in Twist.
Notify prospects via Gmail and alert your team in Twist the moment a Close lead status changes.
C
T
G
C
Use Claude to draft a welcome email in Gmail for every new Close lead, and post a summary in Twist.
Use Claude to generate personalized Gmail outreach for new Close leads, and share the drafted summary in Twist.

Supported triggers and actions for Close and Twist

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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Twist
Twist Triggers & Actions
Instant
Message is posted in conversation in Twist
Triggers the automation when a new message is posted in a conversation
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Instant
Comment is posted in thread in Twist
Triggers the automation when a new comment is posted in an existing thread
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Instant
Thread is added to channel in Twist
Triggers the automation when a new thread is added to a channel
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Add message in Twist
Creates a new message in the particular channel
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Get message by ID in Twist
Retrieves a message using its id
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Add thread in Twist
Adds a new thread to the discussion forum
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Get comment by ID in Twist
Retrieves a comment using its id
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Search thread in Twist
Searches for a thread
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Get thread by ID in Twist
Retrieves a thread based on its id
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Add comment in Twist
Adds a comment to a conversation
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Get user by ID in Twist
Retrieves user information using their id
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What can you automate with Close + Twist?

Streamline your sales communication and team collaboration with automated workflows.

What you can automate?
🚀
Automate core CRM lead notifications
Trigger team messages in Twist the moment a new lead is created in Close. Eliminate manual forwarding and keep your entire team informed instantly.
📋
Capture every submitted lead detail
Map complete contact information, phone numbers, and custom fields from Close into your Twist threads. Ensure no critical prospect detail gets left behind.
🔔
Alert the right teammates immediately
Notify designated team channels in Twist whenever call records, meetings, or notes are created in Close. Keep stakeholders aligned on every customer touchpoint.
🔀
Route workflows based on lead status
Perform different actions depending on whether a Close lead status changes or an opportunity is won. Direct high-value prospects to specialized discussion channels.
🔄
Keep your records continuously updated
Automatically update lead records, tasks, and notes in Close whenever corresponding activity occurs. Maintain flawless synchronization across platforms.
🛡️
Prevent duplicate records and entries
Search existing contacts and opportunities before creating new records in Close. Keep your workspace clean and organized without manual oversight.
📈
Handle later status changes and updates
Trigger automated follow-ups and team announcements when opportunity statuses change or email sequences are updated. Manage the full customer lifecycle smoothly.
🔗
Extend your flow with Slack
Connect your Close and Twist workflows with Slack to send instant multi-channel notifications and keep all communication hubs synchronized.
And much more...

Who is Close + Twist integration for?

Sales professionals and team leads who need to coordinate prospect communication and team discussions without manual copying across platforms.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Operations leads
Operations leads
Sales development reps
Sales development reps
CRM administrators
CRM administrators
📈
Performance marketers
You're running campaigns and reviewing pipeline metrics, but your performance reports only update when someone manually exports leads, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new lead lands in your workflow instantly and your tracking data stays current.
Sales representatives
You need to act fast on incoming prospect enquiries, but you find out about new leads too late because CRM notifications get buried in crowded inboxes — with this integration, every new lead triggers immediate team alerts and keeps your outreach moving without delay.
🤝
Account managers
You answer to clients who want to see daily progress on their accounts, but compiling updates manually takes hours away from client strategy — with this integration, every status change and task update flows directly into your team channels so progress is always visible.
📊
Operations leads
The volume of inbound prospects is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned records — with this integration, every contact and opportunity is processed instantly across your platforms without manual intervention.
🎯
Sales development reps
You own the next outreach step and depend on upstream team members to hand over qualified leads, but handoffs get lost in transition — with this integration, every qualified lead triggers automated task creation so your team can engage prospects immediately.
🗂️
CRM administrators
You need a reliable history of customer interactions, but manual entry keeps leaving frustrating gaps in your audit trails — with this integration, every call record, email, and note is logged consistently across your workspace.
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 + Twist

Build and manage your Close + Twist 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 + Twist 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 Twist?
Frequently Asked Questions
You can connect Close to Twist in just 1 click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking your CRM with team messaging apps like Slack and Gmail.
Can I automatically post Twist messages when a new lead is created in Close?
Frequently Asked Questions
Can I connect Close, Twist, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and Twist?
Frequently Asked Questions
How does Close handle lead updates in automation workflows?
Frequently Asked Questions
How does Twist manage team discussion threads in integrations?
Frequently Asked Questions
Do I need coding skills to automate Close and Twist?
Frequently Asked Questions
Is the Close and Twist integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

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

Close
Popular Close Integrations
Connect Close with CRMs, email tools, and messaging platforms to manage and follow up on your leads.
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Twist
Popular Twist Integrations
Sync Twist with project management, communication, and productivity tools to keep team collaboration moving.
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Twist Integrations arrow right
No popular apps found