Create Close note for new WhatsApp message
WhatsApp + Close Integration
Close + WhatsApp Integration
Integrate Close to WhatsApp in one click, or tell Integrately AI how you want each lead handled. Qualify prospects, send instant messages, update your CRM, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Opportunity status change activity is updated in Close Instant- Custom activity is created or updated in Close Instant
- Lead Status change is created in Close Instant
- Export is created in Close Instant
- Membership is activated in Close Instant
- Email Sequence Subscription created or updated in Close Instant
- Lead is created using search query in Close
- Lead is created in Close Instant
- Contact is created in Close Instant
- Contact is updated in Close Instant
- Opportunity status change activity is created in Close Instant
- Opportunity is created in Close Instant
- Email is created in Close Instant
- Call record is updated in Close Instant
- Call record is created in Close Instant
- Task is created in lead in Close Instant
- SMS is created in Close Instant
- Meeting is created in Close Instant
- Note is created in Close
Message is received in WhatsApp Instant
2.
- Search contact in Close
- Update lead in Close
- Search lead in Close
- Create lead in Close
- Update task in Close
- Create task in Close
- Search task in Close
- Search opportunity in Close
- Update opportunity in Close
- Create opportunity in Close
- Create contact in Close
- Update contact in Close
- Create note in Close
- Update note in Close
- Search note in Close
- Create email in Close
- Search user in Close
- Create SMS in Close
- Create custom activity in Close
- Run activity overview report in Close
- Delete logged call in Close
- Create export in Close
- Run sent email report in Close
- Subscribe Contact to Email Sequence in Close
- Search custom activity in Close
- Add address to lead in Close
- Delete email in Close
- Merge two leads in Close
- Create bulk email in Close
- Run opportunity report in Close
- Create smart view in Close
- Run status change report in Close
- Toggle Forwarding on Phone Number in Close
- Update custom activity in Close
- Update smart view in Close
- Update email sequence subscription in Close
- Delete email address from contact in Close
- Create bulk sequence subscription action in Close
- Search email sequence subscription in Close
- Search number of Leads in Query in Close
- Search connected account in Close
- Get activity by id in Close
- Create call in Close
- Update call in Close
- Search call in Close
- Send message (using template) in WhatsApp
- Send message in WhatsApp
Trusted by experts at...
Ready Workflows for Close + WhatsApp Integration
Capture leads, send instant messages, keep records updated, alert your team, and trigger follow-ups, all in just one click.
Most popular automations
Send WhatsApp message for new Close task
With this Close - WhatsApp integration, whenever a new task is created in Close, message will be sent via WhatsApp. 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.
See morePlus, 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.
Send WhatsApp 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 WhatsApp 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 - WhatsApp integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
See moreThis 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 - WhatsApp integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
Send WhatsApp message for new Close contact
Anytime a new contact is added to your Close, automatically send them a message through WhatsApp 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 - WhatsApp 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!
See moreFurthermore, with this Close - WhatsApp 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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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Close + WhatsApp flow
Send incoming lead details to your CRM, schedule onboarding calls, log communications, and notify your team instantly. Pick a combination and activate it in one click.
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Hubspot (6)
Hubspot (6) +
Calendly (5)
Calendly (5) +
Salesforce (5)
Salesforce (5) +
Gmail (5)
Gmail (5) +
Stripe (5)
Stripe (5) +
Slack (5)
Slack (5) H
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Create a Close lead for every new HubSpot contact, and send a welcome message in WhatsApp
New HubSpot contacts instantly generate a lead in Close and trigger a WhatsApp welcome message, removing manual data entry.
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When a WhatsApp message is received, create a task in HubSpot and a note in Close
Incoming WhatsApp messages automatically create tasks in HubSpot and record notes in Close for complete tracking.
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When a HubSpot deal moves to a new stage, update the lead in Close and send a WhatsApp update
Deal stage changes in HubSpot update Close leads and trigger instant WhatsApp notifications.
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Create a HubSpot task for every new Close lead, and send a notification in WhatsApp
New Close leads automatically generate HubSpot tasks and trigger WhatsApp alerts for quick agent assignment.
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Use Claude to summarise every new HubSpot form submission, create a lead in Close, and send a WhatsApp summary
Claude analyses HubSpot submissions, creates a Close lead, and delivers a summary via WhatsApp.
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When a HubSpot deal is marked closed won, update the Close opportunity and send a WhatsApp confirmation
Closed deals in HubSpot update Close opportunities and trigger WhatsApp confirmation messages.
Supported triggers and actions for Close and WhatsApp
Mix and match to build the exact automation you need
Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
Try it → Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
Try it → Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
Try it → Instant
Membership is activated in Close
Triggers the automation when a membership is activated
Try it → Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
Try it → Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
Try it → Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
Try it → Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
Try it → Instant
Call record is updated in Close
Triggers the automation when call details are modified
Try it → Instant
Call record is created in Close
Triggers the automation when a new call record is created
Try it → Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
Try it → WhatsApp Triggers & Actions
Instant
Message is received in WhatsApp
Triggers the automation when a new message is received
Try it → What can you automate with Close + WhatsApp?
Streamline your communication pipeline by automating lead notifications, message logs, and CRM updates across Close and WhatsApp.
💬
Send instant WhatsApp messages when new leads arrive
Automatically trigger a personalized WhatsApp message the moment a new lead is created in Close. Eliminate manual typing and engage prospects immediately.
📝
Capture every submitted field and detail
Map all lead details, custom fields, and notes from Close directly into your WhatsApp communications. Ensure every message contains accurate prospect information.
🔔
Notify the right team member instantly
Alert specific sales reps or support agents as soon as a WhatsApp message is received or a Close lead is updated. Keep your team aligned without manual check-ins.
🔀
Route messages based on submitted lead data
Send different WhatsApp templates or assign specific Close tasks depending on the lead status or custom field values submitted by the prospect.
🔄
Keep your CRM records synchronized
Update Close lead statuses and contact information automatically whenever replies or new messages arrive in WhatsApp. Maintain a single source of truth.
👥
Prevent duplicate contacts and records
Search existing Close leads before creating new entries, updating existing records with fresh WhatsApp activity instead of cluttering your database.
📊
Handle opportunity status changes seamlessly
Trigger specific WhatsApp follow-up messages or update task lists whenever a Close opportunity status changes or moves through sales stages.
🔌
Extend your workflow to Slack or Gmail
Push Close lead details and WhatsApp conversation logs into Slack channels or Gmail to keep broader teams informed across your entire stack.
And much more...
Who is Close + WhatsApp integration for?
Sales teams, account managers, and business owners who need to communicate with prospects instantly and keep their CRM records accurate without manual data entry.
Sales managers
Inside sales reps
Account executives
Customer support teams
Operations coordinators
Business administrators
📈
Sales managers
You're tracking daily lead updates in Close but your reporting sheets only refresh when someone manually exports records, so the metrics you review are always hours behind — with this integration, every new lead lands instantly and your data stays current.
⚡
Inside sales reps
You're waiting for lead notifications in Close but checking messages manually means hot prospects slip away before you can reply — with this integration, every incoming message triggers instant alerts and your response time drops.
🤝
Account executives
You're managing client communications in Close but updating stakeholders takes manual effort, leaving clients waiting for progress updates — with this integration, every status change sends automated WhatsApp messages and keeps clients informed.
📥
Customer support teams
You're logging high-volume inquiries in Close but manual data entry causes missed follow-ups and growing backlogs — with this integration, every customer interaction is captured automatically and your queue stays clear.
🔄
Operations coordinators
You're handing off closed deals from Close to delivery teams but manual handoffs cause delays and dropped tasks — with this integration, every won opportunity triggers instant downstream updates and tasks.
📋
Business administrators
You're recording customer interactions in Close but manual logging leaves gaps in your communication history — with this integration, every message and lead record is synchronized completely.
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 + WhatsApp
Build and manage your Close + WhatsApp automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Close + WhatsApp with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Close + WhatsApp Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
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😍
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in $19.99
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Frequently Asked Questions
How do I connect Close to WhatsApp?
You can connect Close to WhatsApp in 1-click using ready templates or by using Integrately AI to build custom multi-step automations with tools like HubSpot, Slack, and Gmail.
Can I trigger WhatsApp messages automatically when a lead is created in Close?
Can I connect Close, WhatsApp, and Slack?
What is a good Zapier alternative for Close and WhatsApp?
How do lead creation events sync between Close and WhatsApp?
How are incoming messages handled from WhatsApp to Close?
Do I need coding skills to set up Close and WhatsApp automations?
Is the Close and WhatsApp integration free?
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Want to automate something else in your workflow?
You Can Also Connect Close or WhatsApp With 1500+ Other Apps
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