WordPress + Close Integration

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WordPress + Close Integration

Create Close contact for new WordPress user

If you're a business owner who uses WordPress to manage your website and Close to manage your customer data, you may be wondering how to get the two systems to work together. One way to do this is by using this integration that allows you to create contact in Close automatically every time a new user is added in WordPress.

Creating contact in Close this way is a great way to track website activity and engagement by each contact.
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WordPress + Close Integration

Create Close task for new WordPress post

Close and WordPress are both incredibly powerful tools on their own, but when you put them together, they're a force to be reckoned with.

When you create a post in WordPress, this integration will automatically create a task in Close so you can keep track of what you need to do.

This can help ensure that your post are properly prioritized and that you don't forget any important steps.
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WordPress + Close Integration
1.
  • WordPress
    User is created in WordPress
  • WordPress
    Post is created in WordPress
  • WordPress
    Post is updated in WordPress
  • WordPress
    Media is created in WordPress
  • WordPress
    Comment is created in WordPress
  • 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 is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call is updated in Close Instant
  • Close
    Call 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
2.
  • WordPress
    Create post in WordPress
  • WordPress
    Update post in WordPress
  • WordPress
    Search post in WordPress
  • WordPress
    Create page in WordPress
  • WordPress
    Create user in WordPress
  • WordPress
    Update user in WordPress
  • WordPress
    Search user in WordPress
  • WordPress
    Upload media item in WordPress
  • WordPress
    Get media item by id in WordPress
  • WordPress
    Search category in WordPress
  • WordPress
    Create category in WordPress
  • WordPress
    Create tag in WordPress
  • WordPress
    Search tag in WordPress
  • 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
    Search contact 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
3x-10x Less Expensive Than Zapier
Zapier
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750 Tasks
in $19.99
Integrately
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2,000 Tasks
in $19.99

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