WA Toolbox + Close Integration

Integrate Close to WA Toolbox in one click, or tell Integrately AI how you want each lead handled. Capture every new contact, send instant WhatsApp engagement, update your pipeline, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • WA Toolbox
    WhatsApp event is received in WA Toolbox 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
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2.
  • WA Toolbox
    Send text message in WA Toolbox
  • WA Toolbox
    Send media message in WA Toolbox
  • 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 Workflows Ready Workflows for Close + WA Toolbox Integration

Capture new leads, trigger instant WhatsApp messages, update opportunity statuses, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
Close + WA Toolbox Integration

Send WA Toolbox message for new Close task

With this Close - WA Toolbox integration, whenever a new task is created in Close, message will be sent via WA Toolbox. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Close + WA Toolbox Integration

Send WA Toolbox message for new Close opportunity

Whenever a new opportunity is created in your Close, you'll want to communicate with your team to make sure everyone is on the same page. Sending WA Toolbox message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Close - WA Toolbox integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Close + WA Toolbox Integration

Send WA Toolbox message for new Close contact

Anytime a new contact is added to your Close, automatically send them a message through WA Toolbox letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Close - WA Toolbox integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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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 + WA Toolbox flow

Connect supporting tools to handle tasks, send notifications, and log data after your core automation runs. Pick a combination and activate it in one click.

WA Toolbox
Close
+
HubspotHubspot (8)
+
CalendlyCalendly (8)
+
GmailGmail (8)
+
StripeStripe (8)
+
SlackSlack (8)
+
NotionNotion (8)
C
W
H
Create a HubSpot contact when a lead is created in Close, and send a message in WA Toolbox
New Close leads appear in HubSpot as contacts instantly while WA Toolbox triggers a WhatsApp message, keeping your CRM and messaging channels updated together.
C
W
H
Create a HubSpot task when an opportunity is created in Close, and send a message in WA Toolbox
New Close opportunities generate a HubSpot follow-up task while WA Toolbox notifies contacts, ensuring sales tasks are never missed.
C
W
H
Update the HubSpot contact when a lead status change occurs in Close, and send a message in WA Toolbox
Lead status updates in Close automatically update HubSpot records and trigger WA Toolbox messaging, maintaining complete pipeline accuracy.
C
W
H
Create a HubSpot task when a call record is created in Close, and send a follow-up message in WA Toolbox
Completed Close calls generate follow-up tasks in HubSpot and trigger confirmation messages in WA Toolbox to keep deals moving.
C
W
H
If a new Close lead is enterprise tier, create a priority HubSpot task and send a VIP message in WA Toolbox
Enterprise leads in Close receive priority HubSpot tasks and tailored WA Toolbox messages, ensuring high-value prospects get immediate attention.
C
W
H
When an opportunity status change activity is created in Close, update the HubSpot deal and send a WA Toolbox message
Deal progress updates in Close sync to HubSpot and trigger WA Toolbox notifications, keeping teams and clients informed.
C
W
H
Use Claude to qualify new Close leads, create a HubSpot contact, and send an engagement message in WA Toolbox
Claude evaluates new Close leads before HubSpot contacts are created and WA Toolbox sends targeted outreach.
C
W
H
N
Turn every won Close opportunity into a HubSpot deal, create a Notion project record, and notify via WA Toolbox
Won Close deals create HubSpot records, generate Notion project trackers, and trigger WA Toolbox notifications for the fulfillment team.

Supported triggers and actions for WA Toolbox and Close

Mix and match to build the exact automation you need

WA Toolbox
WA Toolbox Triggers & Actions
Instant
WhatsApp event is received in WA Toolbox
Triggers the automation when a WhatsApp event is received
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Send text message in WA Toolbox
Sends a reply
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Send media message in WA Toolbox
Delivers a audio/video message to a designated recipient
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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 + WA Toolbox?

Streamline your sales communication and CRM updates with powerful automated workflows.

What you can automate?
🚀
Automate instant WhatsApp messaging for new sales leads
Trigger an automated WA Toolbox message the exact moment a new lead is created in Close. Eliminate manual response delays and engage prospects while their interest is highest.
📋
Capture every submitted field in your records
Map all available lead details, custom fields, and notes into your destination databases instead of only basic contact info. Your records become complete sources for review.
🔔
Notify the right team member immediately
Alert assigned reps the second an important lead or opportunity arrives. Ensure high-priority prospects receive prompt attention without manual notification checks.
🔀
Route leads conditionally based on submitted data
Execute different actions depending on lead tier, deal value, or status fields. Send VIP greetings to enterprise prospects and standard outreach to general inquiries.
🔄
Keep your pipeline records up to date automatically
Sync opportunity status changes, lead updates, and call records across your tools in real time. Eliminate manual data entry and maintain accurate pipeline visibility.
🔍
Search, add, or update instead of creating duplicates
Check whether records already exist before creating new entries. Keep your database clean by updating matching profiles rather than spawning duplicate contacts.
💳
Handle later status changes and deal progression
Trigger automated workflows when deals are won, payments succeed, or subscriptions are canceled. Keep downstream teams informed of every pipeline milestone.
🔗
Extend your workflow to Slack and other apps
Connect your core Close and WA Toolbox flow to Slack, HubSpot, Notion, or Gmail. Build multi-app pipelines that handle complex operational requirements.
And much more...

Who is Close + WA Toolbox integration for?

Revenue teams, account managers, and business operators who need to engage prospects instantly and keep pipeline data accurate across platforms.

Revenue operations leaders
Revenue operations leaders
Inside sales reps
Inside sales reps
Account managers
Account managers
Customer support managers
Customer support managers
Business development reps
Business development reps
Sales managers
Sales managers
📈
Revenue operations leaders
You're tracking pipeline metrics across multiple platforms but your reporting dashboard only updates when someone manually exports leads, so the row counts you're optimising against are always a few hours behind — with this integration, every new lead lands in your system instantly and your data stays current.
Inside sales reps
You need to engage incoming prospects within minutes of their inquiry, but manual messaging delays allow competitors to reach them first — with this integration, every new lead triggers an instant WhatsApp message and task creation automatically.
🤝
Account managers
You answer to clients who want immediate progress updates on their deals, but pulling status changes by hand causes frustrating communication gaps — with this integration, every opportunity update syncs instantly and keeps stakeholders informed.
📊
Customer support managers
The volume of inbound inquiries is too high for your team to keep up with manual record creation and messaging, leading to missed follow-ups — with this integration, every interaction creates structured records and dispatches replies automatically.
🔄
Business development reps
You own the initial outreach step and depend on upstream lead creation to start your sequence, but delays stall your daily workflow — with this integration, every contact handoff happens the moment an opportunity or lead is logged.
📝
Sales managers
You need a reliable history of all prospect communications and deal notes, but manual logging leaves frustrating gaps in your audit trail — with this integration, every call record and status change is captured without manual entry.
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 WA Toolbox + Close

Build and manage your WA Toolbox + 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 WA Toolbox + 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
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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in $19.99

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Frequently Asked Questions

How do I connect Close to WA Toolbox?
Frequently Asked Questions
You can connect Close to WA Toolbox in just one click using ready-made flows or Integrately AI. Simply select your trigger event in Close, choose your action in WA Toolbox, and activate the workflow. You can also connect Hubspot, Calendly, Gmail, Stripe, Slack, Notion, and 1,500+ other apps.
Can I automatically send a WhatsApp message when a new lead is created in Close?
Frequently Asked Questions
Can I connect Close, WA Toolbox, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Close and WA Toolbox?
Frequently Asked Questions
How does Close handle lead data during automation?
Frequently Asked Questions
How does WA Toolbox handle incoming events?
Frequently Asked Questions
Do I need coding skills to automate Close and WA Toolbox?
Frequently Asked Questions
Is the Close and WA Toolbox integration free?
Frequently Asked Questions
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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 WA Toolbox With 1500+ Other Apps

Close
Popular Close Integrations
Connect Close to CRMs, email marketing tools, and calling platforms to manage and follow up on your leads.
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WA Toolbox
Popular WA Toolbox Integrations
Sync WA Toolbox with customer support, form builders, and messaging suites to keep communication flowing across your stack.