Viral Loops + Close Integration

Integrate Close to Viral Loops in one click, or tell Integrately AI how you want each contact handled. Track referrals, 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.
  • Viral Loops
    Participant is created in Viral Loops Instant
  • Viral Loops
    Milestone is reached in Viral Loops Instant
  • Viral Loops
    Reward is redeemed in Viral Loops Instant
  • 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
Arrow Right
2.
  • Viral Loops
    Add participant in Viral Loops
  • Viral Loops
    Convert participant in Viral Loops
  • 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

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Ready WorkflowsReady Workflows   for Viral Loops + Close Integration

Capture referrals, sync contact details, update statuses, 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 + Viral Loops flow

Connect messaging, email, and billing tools to extend your referral workflows and notify your team instantly. Pick a combination and activate it in one click.

Viral Loops
Close
+
GmailGmail (4)
+
CalendlyCalendly (3)
+
SlackSlack (4)
+
MailchimpMailchimp (3)
+
StripeStripe (3)
+
TypeformTypeform (3)
V
G
C
Send a welcome email via Gmail when a participant is created in Viral Loops and update the lead in Close
New referral participants receive an instant welcome email through Gmail while their contact details update in Close automatically.
V
G
C
Notify your team via Gmail when a Viral Loops milestone is reached and create a task in Close
Keep your team informed via Gmail when referrals hit key milestones, and log a follow-up task in Close instantly.
V
G
C
Email reward details via Gmail when a Viral Loops reward is redeemed and update contact notes in Close
Send reward confirmation emails through Gmail when participants redeem rewards, and log a note in Close.
C
G
V
Send follow-up emails in Gmail when a contact is created in Close and add them to Viral Loops
New Close contacts receive introductory emails via Gmail and get added to Viral Loops automatically.

Supported triggers and actions for Viral Loops and Close

Mix and match to build the exact automation you need

Viral Loops
Viral Loops Triggers & Actions
Instant
Participant is created in Viral Loops
Triggers the automation when a new participant is created
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Instant
Milestone is reached in Viral Loops
Triggers the automation when a milestone is achieved
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Instant
Reward is redeemed in Viral Loops
Triggers the automation when a reward is redeemed
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Add participant in Viral Loops
Adds a new participant to a group or event
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Convert participant in Viral Loops
Converts a participant
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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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What can you automate with Close + Viral Loops?

Streamline your referral and sales workflows by connecting key events between Close and Viral Loops.

What you can automate?
🔄
Sync referral participants to CRM contacts
Automatically create or update Close contacts whenever a participant is created in Viral Loops. Keep your customer database synchronized without manual copy-pasting.
📋
Capture every submitted contact detail
Map all available participant answers into your Close lead records instead of just basic names. Your CRM becomes a richer source for sales outreach.
🔔
Notify your team on milestone achievements
Alert sales reps instantly when advocates reach important referral milestones. Ensure timely outreach while enthusiasm is high.
🔀
Route participants based on criteria
Perform different follow-up actions in Close depending on the specific tier or milestone achieved in Viral Loops.
📝
Keep lead notes updated as events occur
Automatically append notes and activity records in Close when rewards are redeemed or milestones are reached in Viral Loops.
🔍
Avoid duplicate contact records
Search existing Close records before creating new leads, ensuring clean data management across your entire pipeline.
Manage reward redemptions effortlessly
Trigger follow-up tasks in Close the moment a participant redeems a reward in Viral Loops, ensuring prompt fulfillment.
💬
Extend flows with team messaging apps
Connect Slack to your Close and Viral Loops automation to broadcast referral updates directly to your sales channel.
And much more...

Who is Close + Viral Loops integration for?

Connecting Close and Viral Loops helps sales and marketing teams streamline referral tracking, eliminate manual data entry, and keep pipelines fully updated across platforms.

Performance marketers
Performance marketers
Sales reps
Sales reps
Account managers
Account managers
Growth teams
Growth teams
Customer success leads
Customer success leads
Revenue operations managers
Revenue operations managers
📈
Performance marketers
You're tracking referral sign-ups in Close manually, but new Viral Loops participants take hours to appear in your CRM, so your conversion reports are always outdated — this integration means every new participant lands in Close instantly and your metrics stay accurate.
Sales reps
You're waiting for marketing teams to forward referral leads from Viral Loops into Close, but hot prospects slip away before you can reach out — automating both apps means every new participant becomes a Close lead immediately so you can follow up fast.
📋
Account managers
You're managing customer referral statuses across separate Close notes and Viral Loops dashboards, but key milestone updates get missed, so client rewards are delayed — connecting these apps means every milestone update syncs automatically to keep accounts current.
🚀
Growth teams
You're handling high volumes of referral sign-ups by hand, but manual data entry causes missed contact records and broken referral chains — with this integration, participant data flows directly into Close to handle any volume without errors.
🤝
Customer success leads
You're depending on upstream manual handoffs between Viral Loops rewards and Close tasks, but tasks get forgotten, leaving reward fulfillment hanging — this integration means every redeemed reward triggers a Close task automatically for seamless follow-up.
📊
Revenue operations managers
You're auditing referral pipelines, but missing contact updates in Close leave gaps in your revenue history — automating both apps means every referral event updates your CRM history cleanly and completely.
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 Viral Loops + Close

Build and manage your Viral Loops + Close automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Viral Loops + Close 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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Automation is ready
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Frequently Asked Questions

How do I connect Close to Viral Loops?
Frequently Asked Questions
You can connect Close to Viral Loops in one click using ready-made automations on Integrately, or ask Integrately AI to build a custom workflow tailored to your team.
Can I automatically sync referral participants to my Close CRM?
Frequently Asked Questions
Can I connect Close, Viral Loops, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and Viral Loops?
Frequently Asked Questions
How does Close handle contact updates from Viral Loops?
Frequently Asked Questions
Can Viral Loops track milestone achievements and update Close records?
Frequently Asked Questions
Do I need coding skills to automate Close and Viral Loops?
Frequently Asked Questions
Is the Close and Viral Loops integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Close or Viral Loops With 1500+ Other Apps

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Viral Loops
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Sync Viral Loops with marketing, analytics, and support tools to keep referral data working across your stack.