Close + Zight (CloudApp) Integration
Integrate Close to Zight (CloudApp) in one click, or tell Integrately AI how you want each drop handled. Capture screen recordings, create leads and contacts, update your CRM, alert your sales team, 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
Drop is created in Zight (CloudApp) Instant- Drop is viewed in Zight (CloudApp) Instant
- Drop is deleted in Zight (CloudApp) Instant
- Drop is shared in Zight (CloudApp) 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
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Ready Workflows for Close + Zight (CloudApp) Integration
Capture screen drops, create leads, update contact records, alert your team, and send follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
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 + Zight (CloudApp) flow
Send drop notifications to messaging tools, sync contact records with your CRM, and log files in storage the moment recordings are captured. Pick a combination and activate it in one click.
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Gmail (8)
Gmail (8) +
Slack (8)
Slack (8) +
HubSpot (8)
HubSpot (8) +
Calendly (8)
Calendly (8) +
Google Drive (8)
Google Drive (8) +
Zoom (8)
Zoom (8) Z
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Create a Close lead for every new Zight (CloudApp) drop, and send the details via Gmail
New Zight (CloudApp) drops immediately generate a lead in Close while Gmail sends the summary to your inbox, keeping your outreach moving without manual copying.
Z
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Send a confirmation email in Gmail when a Zight (CloudApp) drop is viewed, and log a task in Close
Acknowledge client engagement the moment a Zight (CloudApp) drop is viewed while creating a follow-up task in Close automatically.
Z
C
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Update the matching Close lead when a Zight (CloudApp) drop is shared, and send a status update via Gmail
Keep Close records current when visual assets circulate, and notify stakeholders via Gmail without manual status checks.
Z
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Create a contact in Close for every shared Zight (CloudApp) drop, and email the onboarding packet via Gmail
Capture new contacts when Zight (CloudApp) drops circulate and send automated welcome materials via Gmail.
Z
C
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If a Zight (CloudApp) drop is deleted, update the Close lead status and notify administration via Gmail
Maintain audit trails in Close when assets are removed in Zight (CloudApp) and alert administrators via Gmail.
Z
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When a Zight (CloudApp) drop is created, search for the existing Close lead and send a follow-up email in Gmail
Match new Zight (CloudApp) drops to existing Close records and trigger targeted follow-up emails in Gmail.
Z
C
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Use Claude to analyse new Zight (CloudApp) drop content, update the Close lead, and email the summary via Gmail
Extract insights from Zight (CloudApp) recordings using Claude, update Close records, and dispatch summaries through Gmail.
Z
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Turn every Zight (CloudApp) drop into a Close lead, create a task in HubSpot, and notify the team via Gmail
Bridge Zight (CloudApp) drops across Close and HubSpot while notifying your team instantly through Gmail.
Supported triggers and actions for Close and Zight (CloudApp)
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 → Zight (CloudApp) Triggers & Actions
Instant
Drop is created in Zight (CloudApp)
Triggers the automation when a new file is created
Try it → Instant
Drop is viewed in Zight (CloudApp)
Triggers the automation when a file is viewed by others
Try it → Instant
Drop is shared in Zight (CloudApp)
Triggers the automation when a file is shared with others
Try it → What can you automate with Close + Zight (CloudApp)?
Streamline your sales communication by connecting screen captures directly to your CRM pipeline.
🚀
Create CRM leads from screen captures instantly
Every time a new drop is created in Zight (CloudApp), generate a matching lead in Close. Eliminate manual copying and ensure every piece of visual content enters your pipeline.
📋
Capture every metadata field in your records
Map complete drop attributes, viewer counts, and recording URLs directly into your CRM fields instead of basic notifications. Your database becomes a richer asset for review.
🔔
Alert your team the moment a drop is viewed
Send instant channel messages or emails when prospects interact with your screen recordings. Reps can seize active buying moments without delay.
🔀
Route records based on submitted user data
Branch your automation paths depending on who viewed or shared the drop. Assign enterprise accounts to senior reps while routing standard inquiries automatically.
🔄
Keep CRM stages updated as assets circulate
Automatically advance lead stages in Close whenever a Zight (CloudApp) drop is shared or reviewed. Keep your forecasting models accurate in real time.
🛡️
Prevent duplicates with intelligent record matching
Search existing Close leads before creating new entries for incoming Zight (CloudApp) drops. Keep your database clean and free of redundant contact records.
🗑️
Reflect asset deletions across your systems
When a drop is deleted in Zight (CloudApp), update the corresponding status in Close automatically. Maintain perfect parity between your storage and CRM.
🌐
Extend your workflow to messaging and email apps
Connect your core Close and Zight (CloudApp) flow with tools like Slack or Gmail to notify stakeholders and send automated follow-up messages seamlessly.
And much more...
Who is Close + Zight (CloudApp) integration for?
Revenue teams, sales leaders, and support professionals streamline pipeline tracking and eliminate manual data entry between screen recordings and CRM records.
RevOps Analysts
Sales Development Reps
Account Managers
Customer Support Teams
Account Executives
Operations Managers
📈
RevOps Analysts
You report on pipeline metrics and conversion stages, but your tracking records are always lagging because team members manually export leads from screen captures — this integration means every new drop lands in your CRM instantly and your reporting data stays current.
⚡
Sales Development Reps
You need to act fast when prospects review visual proposals, and you find out too late to capitalize on active buying signals — with this integration, every viewing event creates an immediate task in your CRM and your outreach timing becomes instantaneous.
🤝
Account Managers
You answer to external clients who want to see daily progress, but compiling screen recordings into status reports takes hours — this integration means every drop is logged automatically and your client updates reflect reality without manual effort.
📊
Customer Support Teams
The volume of troubleshooting screen captures is too high for anyone to keep up by hand, leading to missed support tickets — automating both apps means every incoming recording generates a structured lead and your support queue stays fully organised.
🎯
Account Executives
You own the closing stages and depend on upstream team members to hand over prospect recordings, but handoffs get lost — connecting these apps means every screen drop flows straight into your deal pipeline and your follow-up sequence starts immediately.
🔍
Operations Managers
You need a reliable history of all distributed sales collateral, but you keep finding gaps where records were forgotten — with this integration, every share and view event is captured in your CRM and your audit trail remains completely airtight.
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 + Zight (CloudApp)
Build and manage your Close + Zight (CloudApp) automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Close + Zight (CloudApp) with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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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?
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Select Automation
2
Connect Accounts
3
Automation is ready
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Frequently Asked Questions
How do I connect Close to Zight (CloudApp)?
You can connect Close and Zight (CloudApp) in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation and map the fields. You can also connect apps like Gmail, Slack, and HubSpot.
Can I automatically create a Close lead when a new Zight (CloudApp) drop is created?
Can I connect Close, Zight (CloudApp), and Slack?
What is a good Zapier alternative for Close and Zight (CloudApp)?
How does Close handle lead creation from Zight (CloudApp) drops?
Can I track when a Zight (CloudApp) drop is viewed in Close?
Do I need coding skills to automate Close and Zight (CloudApp)?
Is the Close and Zight (CloudApp) integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
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