Resources · Make integration

Close CRM Make integrationAutomate Close CRM with Make.

What if every new lead in Close came with its follow-up already planned? The Close CRM Make integration gives you 83 modules, 16 of them instant triggers, to react to sales activity. This page connects your account and walks you through a first working scenario.

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What you can automate

What can the Close CRM Make integration do for your sales team?

The Close CRM Make integration links your Close account to Make, a visual tool where you chain apps together without writing code. Each automation you build there is a scenario: a chain of modules, where a module is one brick that watches, creates, reads or removes something in Close.

Leads that never wait for a callback. Start with Watch New Lead, then add Create a Task so the rep who owns the account sees a to-do the moment the lead exists. Add Log a Call Activity later if calls happen outside Close.

A pipeline that talks to the rest of the company. Watch Opportunity Status Changed fires when a deal moves. From there, Make can post the news to your team chat, update a spreadsheet or open a project in another tool, each one a module from a different app.

Reports that land where people read them. Get a Lead Status Change Report and Get a Sent Emails Report pull the numbers your manager asks for, so Make can drop them into a sheet or a message instead of someone copying them by hand.

What Make does not cover out of the box, it lets you reach through Make an API Call, which uses the same connection. If you are still choosing a platform, the n8n vs Make comparison lays out the differences, and the Make review tells you what the editor feels like day to day. Stuck on a failing run? Make troubleshooting covers the usual suspects.

Connect

How do you connect Close CRM to Make?

  1. 01

    Create an API key in Close

    Log in to Close CRM and open Settings, then API Keys, then Add a New API Key. Give the key a name you will recognize later, such as the name of the scenario, click Save and copy the key to your clipboard.

  2. 02

    Add a Close CRM module in Make

    In Make, drop any Close CRM module into your scenario. Next to the Connection field, click Add. A connection is your Close account linked to Make once; every Close module in every scenario can reuse it afterwards.

  3. 03

    Paste the key and save

    The Connection name field is optional, but a clear label helps when you run several Close accounts. Paste your key into the API Key field and click Save. Make now lists your Close data inside the module fields.

First scenario

Your first scenario: a follow-up task for every new lead

GoalWhen a new lead is created in Close CRM, Make creates a follow-up task on that lead.

  1. 01

    Create the scenario

    On the Scenarios page, create a new scenario and click the big + in the middle of the canvas. That is where your first module goes.

  2. 02

    Pick the trigger

    Search for Close CRM and choose Watch New Lead. Select your connection, or click Create a connection and paste the API key from the step above, then save the module.

  3. 03

    Add the task

    Click the + on the right of the trigger and add Create a Task. Map the lead coming from Watch New Lead into the task, and write the text your rep should see.

  4. 04

    Test with Run once

    Click Run once, then create a test lead in Close. Open the bubble above each module to read the bundle it received, a bundle being one item, here one lead, passed down the chain.

  5. 05

    Switch it on

    Because Watch New Lead is instant, Close calls Make whenever a lead appears, with no polling clock to tune. Save the scenario and flip the switch to turn it on.

Triggers

Triggers: what starts a Close CRM scenario

16 modules start a scenario when something happens in Close CRM. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Close CRM as soon as it happens.

Close CRM1Watch Email Sequence Created / Updated

Watch Email Sequence Created / Updated

Instant trigger

In Make“Triggers when an email sequence is created or updated.”

Starts your scenario whenever someone builds a new email sequence in Close or edits an existing one, so the rest of the team hears about the change instead of discovering it later.

How it fires
instant. Close CRM calls Make through a webhook as soon as the sequence is saved.
When to use it
your sales lead reworks the outreach copy and marketing wants a heads-up in their channel, or a record of every version in a shared sheet.
Watch out
creation and edits arrive through the same trigger, so add a filter after it if only one of the two matters to you.
Close CRM2Watch Lead Status Changed

Watch Lead Status Changed

Instant trigger

In Make“Triggers when an existing lead's status has been changed.”

Reacts when an existing lead moves to a different status in Close, which makes it the natural hook for anything that should happen at a stage of your funnel.

How it fires
instant. Close pings Make through a webhook the moment the status changes.
When to use it
a lead reaches the stage where an account executive takes over and they should hear about it, or a lead you gave up on should leave your nurturing list in another tool.
Watch out
it only covers leads that already exist; brand new leads come through Watch New Lead instead, so pair the two if you need both.
Close CRM3Watch Meeting Status Changed

Watch Meeting Status Changed

Instant trigger

In Make“Triggers when a meeting is created, started, completed or canceled.”

Follows the life of a meeting in Close: Make gets a bundle when a meeting is created, started, completed or canceled, so one trigger covers the whole calendar story.

How it fires
instant. Close notifies Make over a webhook right when the meeting status moves.
When to use it
a demo gets canceled and the rep should receive a rebooking task, or a completed call should kick off the recap email flow.
Watch out
the four statuses reach the same scenario, so route them with a router or a filter before any action runs on the wrong one.
Close CRM4Watch Membership Activated / Deactivated

Watch Membership Activated / Deactivated

Instant trigger

In Make“Triggers when a new membership is activated or deactivated.”

Tells Make when a membership in your Close organization is switched on or off, which is how you keep seat changes visible outside the CRM.

How it fires
instant. Close sends a webhook call to Make as soon as the membership changes state.
When to use it
a new rep joins and IT needs a checklist in their project tool, or a departure should reassign open work and alert the sales manager.
Watch out
activation and deactivation share this trigger, so read the bundle and branch the scenario before you create or remove anything elsewhere.
Close CRM5Watch New Call Activity

Watch New Call Activity

Instant trigger

In Make“Triggers when a new call activity is logged.”

Hands Make every call activity logged in Close, so what happens on the phone can travel beyond the CRM to the sheets and tools your managers read.

How it fires
instant. Close calls Make through a webhook once the call activity exists.
When to use it
you track call volume per rep in a spreadsheet, or a finished discovery call should create a follow-up task automatically.
Watch out
each call is one bundle and each module run on it is one operation, which is what Make counts on your plan; busy phone teams add up quickly.
Close CRM6Watch New Contact

Watch New Contact

Instant trigger

In Make“Triggers when a new contact is created.”

Fires on every new person added to Close, the contact being the human attached to a lead, so your other tools learn about that person without anyone retyping the details.

How it fires
instant. Close notifies Make through a webhook as soon as the contact is created.
When to use it
new contacts should join your newsletter tool, or the support desk needs a customer record ready before the first ticket arrives.
Watch out
a contact belongs to a lead, so if your scenario also needs company data, add Get a Lead right after the trigger.
Close CRM7Watch New Email Activity

Watch New Email Activity

Instant trigger

In Make“Triggers when a new email activity is created.”

Passes each email activity created in Close to Make, which lets you keep an outside record of what reps send and receive, or act on specific messages.

How it fires
instant. Close calls Make by webhook at the moment the email activity appears.
When to use it
a reply from a key account should ping the owner in chat, or you archive outbound emails for compliance in another system.
Watch out
every email becomes a bundle, sent or received, so place a filter directly after the trigger to keep only the messages you actually care about.
Close CRM8Watch New Export

Watch New Export

Instant trigger

In Make“Triggers when a new export is created.”

Lets Make know the moment an export is created in Close, handy when a data dump should go somewhere useful rather than sit in someone's downloads.

How it fires
instant. Close pushes a webhook to Make as soon as the export is created.
When to use it
exports you or Create an Export start should be fetched with Get an Export and then stored in your file storage or sent to finance.
Watch out
creation and readiness are two different moments, so check the export details with Get an Export before trying to use its content.
Close CRM9Watch New Inbox Item

Watch New Inbox Item

Instant trigger

In Make“Triggers when a new inbox item is created.”

Watches the Close inbox, where reps see what needs their attention, and starts a scenario for each new item that shows up there.

How it fires
instant. Close signals Make through a webhook when the inbox item is created.
When to use it
managers want a digest of incoming items in the team chat, or certain items should create a ticket in the tool your ops team already lives in.
Watch out
inspect a real bundle with Run once before you write a filter, so you know what an inbox item actually carries in your account.
Close CRM10Watch New Lead

Watch New Lead

Instant trigger

In Make“Triggers when a new lead is created.”

The starting point for most Close scenarios: every lead created in Close, by hand, by import or by another scenario, arrives in Make as a fresh bundle.

How it fires
instant. Close calls Make through a webhook as soon as the lead exists, no waiting on a schedule.
When to use it
new leads need a follow-up task, an alert in the sales channel, or a row in the dashboard your manager checks.
Watch out
if another scenario of yours creates leads with Create a Lead, this trigger sees them too, so guard against scenarios feeding each other.
Close CRM11Watch New Note Activity

Watch New Note Activity

Instant trigger

In Make“Triggers when a new note activity is created.”

Catches each note a rep writes on a lead, which is often where the real context lives: objections, budget hints, next steps written in plain words.

How it fires
instant. A webhook from Close reaches Make the moment the note is saved.
When to use it
notes should be copied to a shared account file, or run through an AI module in Make to pull out next steps.
Watch out
the trigger speaks up for new notes; if reps rewrite a note later, test with Run once before assuming the change reaches Make.
Close CRM12Watch New Opportunity

Watch New Opportunity

Instant trigger

In Make“Triggers when a new opportunity is created.”

Announces every new deal opened in Close, so forecasting sheets, finance tools and team channels learn about a potential sale as soon as a rep records it.

How it fires
instant. Close calls Make via webhook right when the opportunity is created.
When to use it
you keep a pipeline sheet for leadership, or new deals above a certain value should alert the sales manager directly.
Watch out
it only covers creation; stage moves come through Watch Opportunity Status Changed, a separate trigger worth adding to its own scenario.
Close CRM13Watch New Smart View

Watch New Smart View

Instant trigger

In Make“Triggers when a new smart view is created.”

Signals each new smart view, the saved lead search reps use as a working list in Close, so admins can keep an eye on how lists multiply.

How it fires
instant. Close pings Make through a webhook as soon as the smart view is created.
When to use it
a sales ops lead wants every new view logged with its owner, or a shared list should be announced to the team that will call through it.
Watch out
this trigger reports the view itself, not the leads inside it; use Search Leads if you need the matching records.
Close CRM14Watch New SMS Activity

Watch New SMS Activity

Instant trigger

In Make“Triggers when a new SMS activity is created.”

Brings every text message logged in Close into Make, inbound or outbound, so SMS conversations are not trapped inside the CRM.

How it fires
instant. Close notifies Make through a webhook once the SMS activity is recorded.
When to use it
a customer's text reply should alert the owner in chat, or you want every SMS added to a timeline in your support tool.
Watch out
incoming and outgoing messages both trigger it; add a filter right after the trigger so automated texts do not cause alerts about themselves.
Close CRM15Watch New Task

Watch New Task

Instant trigger

In Make“Triggers when a new task is created.”

Hands Make each task created in Close, so to-dos can show up where people actually plan their day, not only in the CRM.

How it fires
instant. Close calls Make by webhook as soon as the task is created.
When to use it
reps live in a project board or a calendar and want Close tasks mirrored there, or a manager wants a feed of what the team has on its plate.
Watch out
a scenario that both watches tasks and creates them with Create a Task can trigger itself; add a filter to break the loop.
Close CRM16Watch Opportunity Status Changed

Watch Opportunity Status Changed

Instant trigger

In Make“Triggers when an existing opportunity status has been changed.”

Runs when an existing deal changes status in Close, the signal behind most won-deal celebrations, handoffs to onboarding and lost-deal reviews.

How it fires
instant. Close sends Make a webhook call the moment the status is updated.
When to use it
a deal marked Won should open a project in your delivery tool and create the client in your invoicing app.
Watch out
every status change fires it, forward or backward, so check the new status with a filter before starting an onboarding.
Modules

Modules: what Make can do in Close CRM

Close CRM gives you 67 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Close CRM1

Create a Contact

Action

In Make“Creates a new contact.”

Adds a person to Close from data captured elsewhere, a web form, an event list or a chat tool, so reps find the contact ready on the right lead.

When to use it
a signup form collects someone from a company already in Close and you want them attached to that lead.
Watch out
nothing in the documentation mentions a duplicate check, so search with List Contacts first if the same person may already exist.
Close CRM2

Create a Custom Activity

Action

In Make“Creates a new custom activity.”

Writes an activity of a type you defined yourself in Close, which is how events from other tools, such as a product signup or a contract signature, appear on the lead timeline.

When to use it
your billing app reports a trial started and reps should see it next to their calls and emails.
Watch out
set up the activity type in Close first, then open the module so Make can list it for you.
Close CRM3

Create a Lead

Action

In Make“Creates a new lead.”

Opens a new lead in Close, the company or account that contacts, deals and activities hang from, straight from another source, with no copy and paste.

When to use it
a demo request arrives through your website form and should become a lead your team can work right away.
Watch out
run Search Leads before it when the same company might write in twice, or you will end up merging with Merge Two Leads later.
Close CRM4

Create an Email Activity

Action

In Make“Creates a new email activity.”

Records an email on a lead in Close, useful when conversations happen in a tool Close does not see and reps still need the full picture.

When to use it
your support desk exchanges messages with a prospect and you want those threads copied onto the matching lead for the account owner.
Watch out
map the lead carefully, since an email logged on the wrong lead misleads the next rep who opens it.
Close CRM5

Create an Email Sequence

Action

In Make“Creates a new email sequence.”

Builds a new email sequence in Close from Make, the series of automated emails reps enroll contacts into, so outreach templates can be generated from another source.

When to use it
your team drafts campaign copy in a shared document or database and wants each approved version turned into a sequence without rebuilding it by hand.
Watch out
creating the sequence does not enroll anyone; that is the job of Subscribe a Contact to Email Sequence.
Close CRM6

Create an Export

Action

In Make“Creates a new export.”

Asks Close to produce an export of your data, which gives you a way to start backups or data transfers from a scenario instead of from the Close interface.

When to use it
an analyst needs fresh lead data in the warehouse whenever a quarter closes in your finance tool.
Watch out
this module only starts the export; add Watch New Export or Get an Export to pick up the result in the next steps.
Close CRM7

Create an Opportunity

Action

In Make“Creates a new opportunity.”

Opens a deal on a lead in Close, so a buying signal spotted in another app becomes something your pipeline and forecast actually count.

When to use it
a quote accepted in your proposal tool, or a trial upgraded in your product, should appear as an opportunity for the rep.
Watch out
the opportunity needs a lead to live on, so get or create that lead earlier in the scenario and map it here.
Close CRM8

Create a Note Activity

Action

In Make“Creates a new note activity.”

Pins a note to a lead in Close, perfect for dropping context from elsewhere, a form answer, a chat summary, an AI digest, where reps read before calling.

When to use it
the answers to your qualification form should sit on the lead so the rep does not ask the same questions again.
Watch out
a scenario that also listens to Watch New Note Activity will see these notes, so filter to avoid endless loops.
Close CRM9

Create an SMS Activity

Action

In Make“Creates a new SMS activity.”

Adds an SMS activity to a lead in Close, so text exchanges handled outside Close still show up in the lead history reps rely on.

When to use it
appointment reminders go out through another texting tool and you want each one visible on the lead in Close.
Watch out
map the right lead, because a text logged on the wrong account sends the next rep down the wrong conversation.
Close CRM10

Create a Smart View

Action

In Make“Creates a new smart view.”

Saves a new smart view, a lead search reps open as a working list, so the lists your team needs can be generated rather than rebuilt by hand in Close.

When to use it
each new campaign in your marketing tool should come with its own call list for the sales team.
Watch out
views pile up fast; pair it with Delete a Smart View when a campaign ends so reps are not lost among stale lists.
Close CRM11

Create a Task

Action

In Make“Creates a new task.”

Puts a to-do on a lead in Close, the simplest way to make sure a human follows up on something Make noticed in another tool or in Close itself.

When to use it
a new lead arrives, a demo gets canceled or a deal changes status, and a rep should call.
Watch out
tasks are only useful if someone owns them, so map the assignee instead of leaving everything on the default user.
Close CRM12

Delete a Call Activity

Action

In Make“Deletes a call activity.”

Removes a call activity from a lead in Close, useful for cleaning out test calls or entries logged by mistake by an integration.

When to use it
a phone tool you connected logged the same call twice and you want the duplicates gone before reporting on call volume.
Watch out
a deleted call does not come back; test with Run once on a single known record before letting the scenario loose.
Close CRM13

Delete a Contact

Action

In Make“Deletes a contact.”

Removes a person from Close entirely, which matters when someone asks to be erased or when your cleanup finds contacts that should never have been created.

When to use it
a data deletion request arrives through your privacy form and the contact must disappear from the CRM too.
Watch out
deletion is final; route the scenario through a filter or an approval step first so a wrong mapping cannot empty your contact list.
Close CRM14

Delete a Custom Activity

Action

In Make“Deletes an existing custom activity.”

Erases a custom activity from a lead, handy when the event it recorded was reversed in the source tool, a canceled signup or a voided contract.

When to use it
your billing app reports a refund and the matching purchase activity should vanish from the lead timeline.
Watch out
Make needs the exact activity, so fetch it with List Activities or keep its reference when you created it.
Close CRM15

Delete a Lead

Action

In Make“Deletes a lead.”

Removes a lead from Close for good, a heavy move meant for junk entries, spam form fills or leads you are legally required to erase.

When to use it
your spam filter flags a form submission after the lead was already created in Close.
Watch out
nothing brings the lead back; when you only want to hide it, changing its status with Update a Lead is the safer path.
Close CRM16

Delete an Email Activity

Action

In Make“Deletes an email activity.”

Strips an email activity off a lead in Close, so misfiled or duplicated messages no longer clutter the conversation history reps scroll through.

When to use it
an import copied the same thread onto a lead twice and you want the extra copy removed.
Watch out
deletion is permanent, so identify the email precisely with List Email Activities rather than guessing from its subject.
Close CRM17

Delete an Opportunity

Action

In Make“Deletes an opportunity.”

Deletes a deal from Close, cleaning pipeline reports of duplicates or test opportunities that would otherwise inflate your forecast.

When to use it
a scenario created opportunities from a form while you were testing, and those fake deals now sit in the real pipeline.
Watch out
a real lost deal is better handled by changing its status with Update an Opportunity, so your win rate stays honest.
Close CRM18

Delete a Note Acivity

Action

In Make“Deletes a note activity.”

Takes a note off a lead in Close, for notes written by an automation that went wrong or copied in twice.

When to use it
a scenario of yours pushed the same AI summary onto every lead of a list and you need to roll it back.
Watch out
Make removes exactly the note you point to, so list the notes first with List Note Activities and filter before deleting.
Close CRM19

Delete an SMS Activity

Action

In Make“Deletes an SMS activity.”

Removes a text message record from a lead, useful when a test campaign or a wrongly mapped number left SMS entries on the wrong people.

When to use it
you logged reminders through Create an SMS Activity on the wrong leads and want the history clean again.
Watch out
only the record in Close is removed, and it does not come back, so test on a single entry with Run once first.
Close CRM20

Delete a Smart View

Action

In Make“Deletes a smart view.”

Retires a smart view from Close, keeping the list of saved searches short enough that reps find the one they need.

When to use it
a campaign ends in your marketing tool and the call list created for it should go too.
Watch out
removing the view does not touch the leads it showed; they stay in Close, only the saved search goes away.
Close CRM21

Delete a Task

Action

In Make“Deletes a task.”

Clears a task from Close, so reps stop seeing follow-ups that no longer make sense once something changed elsewhere.

When to use it
a customer books a meeting through your scheduling tool, and the reminder to chase them is now pointless.
Watch out
if the task was simply done, marking it complete with Update a Task keeps a trace; deleting leaves none.
Close CRM22

Export an Activity Report to CSV

Action

In Make“Exports an activity report to the CSV file.”

Produces your Close activity report as a CSV file, the spreadsheet-ready format managers can open anywhere, straight from a scenario.

When to use it
the team lead wants the activity report saved to shared storage each time a sales review is booked in the calendar.
Watch out
on the Free plan Make handles files up to 5 MB, so a large organization may need a paid plan to move the file.
Close CRM23

Get a Call Activity

Action

In Make“Gets a single call activity.”

Fetches the full details of one call logged in Close, when an earlier module only gave you a reference and you need the whole record.

When to use it
Watch New Inbox Item points to a call and your scenario needs the call details before creating a follow-up elsewhere.
Watch out
this module reads one call at a time; to go through many, List Call Activities is the right tool.
Close CRM24

Get a Contact

Action

In Make“Gets a single contact.”

Reads one contact from Close in full, so later modules can use details the trigger did not pass along about that person.

When to use it
a call or SMS activity arrives and you need the contact's details to write to them from another app.
Watch out
you must map which contact to read; Make cannot guess it without a reference from an earlier module.
Close CRM25

Get a Custom Activity

Action

In Make“Retrieves an existing custom activity.”

Retrieves one custom activity from Close with everything it holds, so the values your other tools wrote there can drive the next step.

When to use it
a custom activity records a signed contract and your invoicing scenario needs its details to bill the client.
Watch out
run it once and read the bundle before mapping values downstream, since your custom types are specific to your account.
Close CRM26

Get a Lead

Action

In Make“Gets a single lead.”

Pulls one lead with its full record from Close, the move to make when a trigger or activity only mentions the lead and you need company name, status or contacts.

When to use it
Watch New Note Activity fires and you want to send the note with the lead's name to a shared channel.
Watch out
each Get a Lead costs one operation, so avoid calling it on data the previous module already returned.
Close CRM27

Get a Lead Status Change Report

Action

In Make“Gets a lead status change report for your organization.”

Returns the report of how leads moved between statuses across your organization, giving managers funnel movement without opening Close.

When to use it
a sales review event in your calendar should come with the latest lead movement pasted into a shared sheet.
Watch out
the report covers the whole organization; to follow one lead at a time, Watch Lead Status Changed fits better.
Close CRM28

Get an Activity Report

Action

In Make“Gets an activity report for your organization.”

Fetches the organization-wide activity report from Close, the overview of your team's work, ready to send wherever managers read their numbers.

When to use it
you want the activity numbers dropped into a dashboard sheet whenever the team closes a sprint in the project tool.
Watch out
if you need a file rather than data to map, Export an Activity Report to CSV is the better fit.
Close CRM29

Get an Email Activity

Action

In Make“Gets a single email activity.”

Loads one email activity from Close in full, when you need what the message actually says rather than just a notice that it exists.

When to use it
an inbox item flags a reply and you want the text sent to an AI module to draft the answer.
Watch out
Watch New Email Activity already delivers new emails; keep this module for cases where you start from a reference only.
Close CRM30

Get an Email Sequence

Action

In Make“Gets an existing email sequence.”

Reads an existing email sequence from Close so you can archive, compare or share the outreach your team runs.

When to use it
Watch Email Sequence Created / Updated fires and you want the full sequence copied into your content library.
Watch out
Make reads the sequence you designate, so map it from the trigger or from List Email Sequences first.
Close CRM31

Get an Export

Action

In Make“Gets a single export.”

Checks one export in Close and returns its details, the step between asking for an export and doing something with its data.

When to use it
after Create an Export or Watch New Export, you want to know whether the file is ready before saving it to storage.
Watch out
an export just created may not be finished yet; run the scenario once and read what the bundle holds before handing it to the next module.
Close CRM32

Get an Opportunity

Action

In Make“Gets a single opportunity.”

Brings back one deal from Close in full, so a scenario can act on the whole record of an opportunity rather than the fragment a trigger passed along.

When to use it
Watch Opportunity Status Changed tells you a deal moved and your invoicing app needs the deal details to prepare a draft.
Watch out
the module handles one opportunity; to scan the pipeline, Search Opportunities returns several bundles at once.
Close CRM33

Get an Opportunity Status Change Report

Action

In Make“Gets an opportunity status change report for your organization.”

Pulls the report of deals moving between statuses across your organization, the raw material for a pipeline review that nobody has to assemble by hand.

When to use it
leadership wants deal movement pasted into their planning sheet whenever a board meeting is scheduled.
Watch out
this is a summary for the whole organization; for reactions to a single deal, use Watch Opportunity Status Changed.
Close CRM34

Get a Note Activity

Action

In Make“Gets a single note activity.”

Reads a single note from Close in full, handy when the note text should feed a summary, a message or an AI module.

When to use it
a note is updated and your scenario needs its current content to refresh the copy kept in a shared document.
Watch out
without a note reference from an earlier module, this one has nothing to read; map it before testing.
Close CRM35

Get an SMS Activity

Action

In Make“Gets a single SMS activity.”

Fetches one text message logged in Close in full, so a scenario can react to what the customer actually wrote rather than to a bare reference.

When to use it
an inbox item points to an SMS reply and you want its text posted to the rep's chat channel.
Watch out
Watch New SMS Activity already hands you the message; only add this module when you start from a reference.
Close CRM36

Get a Random User

Action

In Make“Gets a random user from your organization.”

Picks one user of your Close organization at random, a simple way to spread incoming leads or tasks across the team without keeping a rotation yourself.

When to use it
new inbound leads should be shared fairly between reps, so each one goes to a random owner before Create a Task.
Watch out
random means anyone, including people on leave; filter the result if some users should never receive work.
Close CRM37

Get a Sent Emails Report

Action

In Make“Gets a report about sent emails grouped by template for your organization.”

Returns a report of the emails your organization sent, grouped by template, so you can see which messages the team leans on.

When to use it
marketing wants template usage pasted into their campaign sheet whenever they plan new copy.
Watch out
the report is grouped by template, so read it as a view of template usage rather than a message-by-message log.
Close CRM38

Get a Smart View

Action

In Make“Gets a single smart view.”

Reads the definition of one smart view from Close, the saved search behind a rep's working list, so you can inspect or reuse it.

When to use it
Watch New Smart View fires and you want the view's name and owner logged in your admin sheet.
Watch out
you get the saved search, not the leads it lists; Search Leads is how you reach those records.
Close CRM39

Get a Task

Action

In Make“Gets a single task.”

Loads one task from Close in full, so another tool can show it or act on it with the same details reps see in the CRM.

When to use it
your project board mirrors Close tasks and needs the latest version when an inbox item mentions one.
Watch out
to review all open tasks, Search Tasks returns many bundles; this module stays focused on one.
Close CRM40

Get a User

Action

In Make“Gets a user by ID.”

Returns one Close user from their ID, turning a bare reference into a full user record you can use in messages or routing.

When to use it
an opportunity changes status and you want to mention its owner by name in the team chat.
Watch out
the module needs the user ID; map it from the previous bundle rather than typing it, or the scenario breaks when owners change.
Close CRM41

Log a Call Activity

Action

In Make“Logs a completed call activity.”

Records a call that already happened on the right lead in Close CRM, so the history stays complete even when the call was placed from another phone system or dialer.

When to use it
your calling tool reports a finished call and you want the rep's timeline in Close to show it.
Watch out
this module logs a completed call; it does not dial anyone, so never map it as a way to start a call.
Close CRM42

Make an API Call

Action

In Make“Performs an arbitrary authorized API call.”

Gives you access to any endpoint of the Close CRM API from inside your scenario, reusing the same connection (your Close account already linked to Make), so nothing new has to be authorized.

When to use it
the operation you need has no dedicated module in the list, and a request written by hand is the only route.
Watch out
you shape the request yourself, so keep the Close CRM API documentation open while you fill it in.
Close CRM43

Merge Two Leads

Action

In Make“Merges one lead into another lead.”

Folds one lead into another, leaving a single clean record in Close CRM instead of two half-filled duplicates that confuse your reps.

When to use it
a form or an import created a second lead for a company you already track, and a search has just surfaced both records.
Watch out
check which lead you map as the one to keep before clicking Run once on real data, because the other one is absorbed into it.
Close CRM44

Subscribe a Contact to Email Sequence

Action

In Make“Subscribes a contact to an email sequence.”

Enrolls a contact in one of your Close CRM email sequences, so the follow-up emails start without anyone opening the contact card.

When to use it
a prospect books a demo or downloads a guide, and you want your nurturing emails to kick in on that exact event.
Watch out
the sequence must already exist in Close; pick it from the list Make shows once the connection is in place.
Close CRM45

Update a Contact

Action

In Make“Updates a contact.”

Changes the details of an existing contact in Close CRM, so a new job title or phone number captured elsewhere lands on the person your reps actually call.

When to use it
another tool, such as a form or a billing app, holds fresher information about someone already in Close.
Watch out
the module needs the contact to modify; map it from a trigger or from List Contacts placed earlier in the scenario.
Close CRM46

Update a Custom Activity

Action

In Make“Updates an existing custom activity.”

Rewrites a custom activity you already logged on a lead, so the record reflects what finally happened rather than what was first entered.

When to use it
an onboarding call or a site visit tracked as a custom activity changes outcome, and the new result lives in another app.
Watch out
you target an existing activity, so fetch it first with a trigger or a Get module; this one never creates anything.
Close CRM47

Update a Lead

Action

In Make“Updates a lead.”

Sets new values on a lead, the company-level record in Close CRM, so status or details stay aligned with what the rest of your stack knows about that account.

When to use it
a signed contract in your e-signature tool or a paid invoice should move the lead forward without a rep touching it.
Watch out
to change the right lead, grab its ID from Search Leads or from a trigger such as Watch New Lead, never by typing it.
Close CRM48

Update an Email Sequence

Action

In Make“Updates an existing email sequence.”

Modifies an email sequence that already exists in Close CRM, so you can adjust a campaign from your scenario rather than from the Close settings.

When to use it
the content or setup of a sequence is driven by data kept elsewhere, and you want Close to follow those changes.
Watch out
test with Run once on a sequence nobody receives yet, since a live sequence may already be sending to contacts.
Close CRM49

Update an Opportunity

Action

In Make“Updates an opportunity.”

Moves or edits a deal in Close CRM, so the pipeline your sales team reads reflects the latest value or status without manual entry.

When to use it
a quote is accepted in your proposal tool and the matching opportunity should show it right away.
Watch out
pair it with Search Opportunities when the scenario starts outside Close; that search may return several deals, and each one gets updated.
Close CRM50

Update a Note Activity

Action

In Make“Updates a note activity.”

Rewrites a note already attached to a lead in Close CRM, handy to complete a summary once more information arrives.

When to use it
a meeting transcript or an AI summary is ready after the note was first logged, and you want both in the same place.
Watch out
if the original wording matters, read it first with Get a Note Activity and map it into the new text, so nothing is lost by accident.
Close CRM51

Update a Phone Number

Action

In Make“Updates a phone number.”

Reconfigures a phone number held in your Close CRM account, so routing can follow a change decided in another tool.

When to use it
a rep goes off shift or changes team and the number setup should follow that event without a trip to the admin panel.
Watch out
test on one number with Run once first: a wrong mapping here affects calls your team receives.
Close CRM52

Update a Smart View

Action

In Make“Updates a smart view.”

Adjusts a smart view, a saved list of leads in Close CRM, so the filter your reps work from can change when your targeting changes.

When to use it
the criteria for a call list live in a sheet or a planning tool, and you want Close to pick them up.
Watch out
a view your reps rely on may show a different list after the change; tell them before switching the scenario on.
Close CRM53

Update a Task

Action

In Make“Updates a task.”

Edits a task in Close CRM, for instance to push it to another rep or mark it done when the work was finished in another app.

When to use it
a ticket closed in your support desk means the related follow-up task in Close no longer needs attention.
Watch out
find the task first with Search Tasks or Watch New Task; this module cannot guess which one you mean.
Close CRM54

List Activities

Search

In Make“Gets a list of activities.”

Pulls the activities of Close CRM in one go (calls, emails, notes and the rest), giving your scenario the full timeline to work from.

When to use it
you need a mixed view of what happened on a lead, for a digest or an export to a spreadsheet.
Watch out
it is a search, so it can return zero, one or many bundles (items passed to the next module), and every later module runs once per bundle.
Close CRM55

List Call Activities

Search

In Make“Gets a list of call activities.”

Returns the call activities logged in Close CRM, so you can copy them to a report or check what was said before acting.

When to use it
a manager wants call records in a shared sheet, or a scenario must confirm a call happened before sending a follow-up.
Watch out
each call becomes a separate bundle, and each bundle processed downstream costs operations on your Make plan.
Close CRM56

List Contacts

Search

In Make“Gets a list of contacts.”

Retrieves contacts from Close CRM as a list, the starting point when you need the people behind your leads rather than the companies.

When to use it
you are syncing contacts to a newsletter tool or looking up a person before calling Update a Contact.
Watch out
a list can come back empty; add a filter after the module so the rest of the scenario does not run on nothing.
Close CRM57

List Email Activities

Search

In Make“Gets a list of email activities.”

Gives you the email activities stored in Close CRM, sent or received, so another tool can analyze or archive the conversations.

When to use it
you want replies from prospects copied into a helpdesk or a shared inbox record.
Watch out
results arrive as separate bundles; use an aggregator of Make if you want them merged into a single message.
Close CRM58

List Email Sequences

Search

In Make“Get a list of email sequences.”

Shows the email sequences set up in Close CRM, useful to pick one dynamically or to audit what campaigns exist.

When to use it
a scenario must choose the right sequence before Subscribe a Contact to Email Sequence, based on a value from a form.
Watch out
one bundle per sequence comes out, so filter down to the one you need before the next module.
Close CRM59

List Exports

Search

In Make“Gets a list of exports.”

Lists the exports generated in Close CRM, so a scenario can find the file it needs without a person digging through settings.

When to use it
you create exports with Create an Export and want another step to collect them for storage or sharing.
Watch out
use Get an Export when you already know which export you want; this search is for finding it.
Close CRM60

List Note Activities

Search

In Make“Gets a list of note activities.”

Collects the notes your reps wrote in Close CRM, a quick way to feed meeting context into a report, a document or an AI tool.

When to use it
account handovers need every note on a lead gathered in one document for the next owner.
Watch out
long lists mean many bundles and many operations; narrow the search to the lead you care about.
Close CRM61

List Roles

Search

In Make“Gets a list of roles.”

Brings the roles defined in your Close CRM organization into your scenario, so later steps can check or copy them.

When to use it
an onboarding scenario needs the list of existing roles, or you want to keep a copy of them in a spreadsheet.
Watch out
this module reads roles, it does not assign them; plan another step for any change you have in mind.
Close CRM62

List Smart Views

Search

In Make“Gets a list of smart views.”

Fetches the smart views saved in Close CRM, so a scenario can choose one or check which lists your team keeps.

When to use it
you want to clean up old views, or feed the name of a view into Update a Smart View.
Watch out
filter the results by name before the next module, otherwise every view in the list moves on to the following step.
Close CRM63

List SMS Activities

Search

In Make“Gets a list of SMS activities.”

Gathers the text messages logged in Close CRM, to archive them, count them or push them into another channel.

When to use it
your support or compliance team needs the SMS history of a lead outside Close.
Watch out
a search can return nothing at all; a filter right after it keeps the rest of the scenario from running on an empty result.
Close CRM64

List Users

Search

In Make“Gets a list of users.”

Brings in the people who have a seat in your Close CRM organization, ready to map when assigning leads or tasks.

When to use it
a round-robin or an assignment rule needs to know which reps exist before creating a task.
Watch out
when you already hold a user ID, Get a User fetches that single person; for a random pick, Get a Random User exists too.
Close CRM65

Search Leads

Search

In Make“Searches for leads via advanced filters.”

Finds leads in Close CRM with advanced filters, the usual way to locate an account before updating, merging or enriching it.

When to use it
an event arrives from another tool with a company name or email, and you need the matching Close lead.
Watch out
if the filters are too loose, several leads match and every following module runs on each of them.
Close CRM66

Search Opportunities

Search

In Make“Searches for opportunities or lists them all.”

Searches for opportunities in Close CRM, or lists them all, giving your scenario the deals to report on or update.

When to use it
a finance or forecasting sheet should mirror the pipeline, or a single deal must be found before Update an Opportunity.
Watch out
without a filter it lists every opportunity, which can mean a large number of bundles and operations.
Close CRM67

Search Tasks

Search

In Make“Searches for tasks or lists them all.”

Looks up tasks in Close CRM, or returns the full list, so you can chase overdue work or report on what reps have on their plate.

When to use it
a manager wants open tasks pushed into a team chat or a project board.
Watch out
pair it with Update a Task only after filtering, or you may edit far more tasks than intended.
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FAQ

Close CRM and Make: common questions

01Is the Close CRM Make integration free?
Yes, Close CRM is a standard app in Make, so you can use it from the Free plan. That plan gives you 2 active scenarios, a minimum of 15 minutes between scheduled runs, up to 5 minutes per execution, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) lift those limits, with runs as close as 1 minute apart and 40 minutes per execution. Make counts usage in operations, one per module run on one bundle. The price of your Close subscription is a separate matter.
02What do you need to connect Close CRM to Make?
An API key from your Close account, nothing more according to the Make documentation. In Close, go to Settings, then API Keys, then Add a New API Key, name it, save it and copy it. In Make, add any Close CRM module, click Add next to the Connection field, give the connection a name if you like and paste the key in the API Key field. Save, and every Close module in every scenario can reuse that connection.
03Do Close CRM triggers in Make react in real time?
Yes. All 16 Close CRM triggers in Make are instant: Close calls Make through a webhook as soon as the event happens, whether that is a new lead, a status change or a new SMS. You do not create the webhook in Close yourself; Make adds it automatically once you add and save the trigger module. Scenarios that start with a module from another app still follow their schedule, every 15 minutes by default.
04What if the Close CRM module you need is missing in Make?
It depends on what you need, but Make an API Call usually fills the gap. It sends any request to the Close API using the connection you already set up, so an endpoint without its own module is still reachable. The other modules cover leads, contacts, opportunities, tasks, activities, smart views, sequences, exports and reports. If your need lives outside Close entirely, add a module from another app in the same scenario.
05Should you use Make or n8n for Close CRM?
It depends on where your team already builds. On Make, Close CRM comes with 83 ready modules, including 16 instant triggers, and works from the Free plan with a single API key. n8n is another automation tool that often offers a node for the same apps, so check its catalog for Close before you decide. Compare the modules each side offers for your exact use case rather than the brand, and pick the tool your team will actually maintain.
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