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Close Zapier integrationAutomate Close with Zapier.

The Close Zapier integration gives you 25 triggers, 46 actions and 14 searches. 22 of those triggers are instant, Close is not a premium app, and this page walks you through what each step costs, how to connect the account and where a Zap breaks.

See the 85 operations

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Overview

What the Close Zapier integration actually does for a sales team

The Close Zapier integration links your Close account to Zapier so that something happening in Close (a new lead, a call, an email, a status change) starts an automation, or so that another step writes into Close for you. No code, and the free plan is enough to start, because Close is not a premium app.

Three outcomes come up again and again. First, no lead without a next step: New Lead fires, Create Task or Create Call Task puts the follow-up on a rep's list. Second, a pipeline that reacts on its own: New Opportunity in Status catches a deal moving stage and Subscribe Contact to Workflow enrolls the buyer in the right sequence. Third, numbers without opening a dashboard: Run Opportunity Report or Run Sent Email Report returns the figures so a later step can pass them on.

Speed is rarely the issue here. 22 of the 25 triggers are instant: Close warns Zapier itself, so the Zap starts at once even on the free plan. Only New Contact in Contact Smart View, New Lead in Smart View and New Note wait for a timed check. When you hesitate between New Lead and New Lead in Smart View, the first one is the faster of the two.

What Zapier does not do for Close: it does not replay your history. A Zap only sees what happens after you publish it, so the leads already sitting in Close stay where they are. It also cannot reach anything outside what the 85 visible operations cover, except through API Request (Beta), which stays limited to Close's own domains.

Still choosing the tool itself? Our Zapier review and the Make vs Zapier comparison sit right next to this page.

Vocabulary

Zapier vocabulary in one minute

Eight words you will meet on every screen. Read them once, the rest of the page uses them without explaining again.

Zap
The automation you build: one trigger, then one or more actions that run each time that trigger event happens.
Trigger
The event in Close that starts the Zap, such as a new lead or a sent SMS. Once the Zap is on, Zapier waits for it.
Action
What the Zap does after it starts: the step that creates, sends or updates something in Close for you.
Task
The unit Zapier bills. One task is one action your Zap completes successfully, and your plan counts those.
Polling vs instant
A polling trigger is checked on a timer by Zapier. An instant trigger is reported by Close itself the moment the event occurs.
Filter
A step that lets the Zap carry on only when what arrived matches the condition you set, and stops it otherwise.
Search step
A step that looks up something already in Close, a lead or a task, so the steps after it can reuse what it found.
Connection
Your Close account linked to Zapier once, then reused by every step of every Zap that touches Close.
Cost

What a Close Zap really costs you

The trigger never costs a task, and Zapier checking for new data costs nothing either. You pay only when an action completes.

  • Trigger0 tasks
  • Each successful action1 task
  • Free plan100 tasks a month, two-step Zaps
  • Close premium?No

Each action that succeeds counts once, so a Zap with three actions uses three times what a one-action Zap uses. A failed action is not counted. The free plan gives you 100 tasks a month and unlimited Zaps, but each Zap stops at two steps: one trigger, one action. Add a filter, a search step or a second action and you have a multi-step Zap, which needs a paid plan. Close itself is not premium, so it works on the free plan.

Connect

Connect Close to Zapier in three steps

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps and click + Add connection. You need a Close account, plus access to anything you do not own and want the Zap to touch.

  2. 02

    Pick Close

    Type Close in the search box of the dialog and select it in the results, then click Add connection. A new browser tab opens on the Close side, where the login happens.

  3. 03

    Sign in and grant access

    Log in to Close in that tab and allow Zapier to use the account. From then on, every Close step of every Zap you build reuses this one connection, so you only do this once.

First Zap

Your first Close Zap: a call task when a lead is qualified

GoalWhen a lead reaches a status your reps care about, a call task lands on someone's list without anyone typing it.

  1. 01

    Build the trigger

    Create a Zap, choose Close as the app and New Lead in Status as the event. Pick the status that should start the follow-up, and leave Trigger on Lead Creation off if only leads moving into it count.

  2. 02

    Test the trigger

    Run the test: Zapier brings back the three most recent matching items of your account, so you map the next steps on a real lead.

  3. 03

    Add the call task

    Pick Create Call Task, choose the lead and contact from what the trigger returned, the user who will call, and a short text for the task.

  4. 04

    Test and publish

    Test the action once, read what came back in Close, then click Publish. Leads already in that status before this moment are not picked up.

Triggers

The 25 Close triggers

25 events start a Zap when something happens in Close, and 22 of them are instant: the app calls Zapier straight away, whatever your plan.

1

New Call Recording

Instant trigger

In Zapier“Triggers when a new call recording or voicemail is added to Close.”

Starts your Zap as soon as Close stores a new recording, whether it comes from a live call with a prospect or from a voicemail someone left on your line.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a sales coach who wants every fresh recording flagged for review while the call is still fresh in the rep's mind.
2

New Call Transcript

Instant trigger

In Zapier“Triggers when a new call or voicemail transcript is added to Close.”

Fires when a transcript is added to Close for a call or a voicemail, so the written version of the conversation can feed the next step of your Zap.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
you want the transcript of each discovery call logged as a pinned note on the lead it belongs to, ready for the account executive.
3

New Call

Instant trigger

In Zapier“Triggers when a new Call is created or completed.”

Reacts to calls in two moments: when a call is created and when it is completed. Both the start and the end of a conversation can launch work.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
every finished call should leave a follow-up task, so nobody forgets what was promised on the phone.
Watch out
created and completed are two separate events, so add a filter if only one of them matters.
4

New Contact in Contact Smart View

Polling trigger

In Zapier“Triggers when a new Contact is added to a Contact Smart View.”

Watches a saved Contact Smart View and starts the Zap for each contact that newly appears in it. Your view decides who qualifies.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a view of decision makers in a target segment, where each newcomer gets a tailored sequence.
Watch out
you must give the ID of the Contact Smart View, so build and save that view in Close first.
5

New Contact

Instant trigger

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

Runs each time a contact is created in Close, wherever it came from: a rep typing it in, an import or another Zap.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
your marketing team wants every new contact enrolled in a welcome flow the minute it exists.
Watch out
a Zap that also creates contacts in Close will set this trigger off again.
6

Published Custom Activity

Instant trigger

In Zapier“Triggers when a Custom Activity is published (saved).”

Picks up custom activities once they are published (saved) in Close, for the one type you select. Drafts do not count.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a demo debrief form your reps fill in Close should alert the solutions engineer once it is saved.
Watch out
the type is required and comes from the Custom Activities settings page in Close.
7

New or Updated Custom Object

Instant trigger

In Zapier“Triggers when a Custom Object is created or updated.”

Follows custom objects of one type, and you decide whether a creation, an update, or both should start the Zap.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
you track contracts or subscriptions as custom objects and want any change logged elsewhere.
Watch out
both the type and the trigger actions (Created, Updated) are required fields, and types are set up in Close settings.
8

New Email

Instant trigger

In Zapier“Triggers when a new incoming Email is created or an outgoing Email is sent.”

Covers both directions of email: an incoming message recorded in Close, or an outgoing one that has just been sent.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
an account executive wants a heads-up whenever a key prospect replies.
Watch out
inbound and outbound share this trigger, so a filter on the direction avoids noise.
9

New Export

Instant trigger

In Zapier“Triggers when a new Export is created or completed.”

Fires on exports at two moments: when one is requested, and again once Close has finished building the file.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
paired with Create Export, it tells your ops lead the backup is done without anyone checking an inbox.
Watch out
requested and completed both fire, so filter if only the finished file matters.
10

New Form Submission

Instant trigger

In Zapier“Triggers when a new Form Submission is created.”

Starts the Zap whenever someone submits one of your Close forms, so the answer moves on without waiting for a rep to notice it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a demo request form on your pricing page that should create a call task for the right person at once, while the visitor is still interested.
11

New Inbox Item

Instant trigger

In Zapier“Triggers when a new item is created in your Inbox, Done, or Future folder”

Tracks a user's Close inbox: anything new landing in the Inbox, Done or Future folder can start the Zap.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a sales manager who wants a digest of what lands in a teammate's inbox while they are away.
Watch out
the user is a required field, so one Zap watches one person's inbox.
12

New Lead

Instant trigger

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

The straightforward one: each lead created in Close starts the Zap, with no view or status to set beforehand.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
inbound leads from your website should get an owner and a first task before anyone opens Close.
Watch out
faster than New Lead in Smart View, which waits for a timed check.
13

New Lead in Status

Instant trigger

In Zapier“Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.”

Watches lead statuses: the Zap starts when a lead moves into a new status, and can also run when a lead is created directly in one.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a lead marked Qualified should trigger a call task for the closer.
Watch out
trigger on creation cannot be set to Yes once an old status is chosen, since a new lead has none.
14

New Lead in Smart View

Polling trigger

In Zapier“Triggers when a new lead is added to a Smart View.”

Uses a Lead Smart View as the gate: every lead that newly matches the saved view starts the Zap.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a view of enterprise leads with no activity, where each new entry should alert the head of sales.
Watch out
when New Lead or New Lead in Status can express the same rule, they react at once instead.
15

New Meeting

Instant trigger

In Zapier“Triggers when a Meeting is scheduled, started, completed, canceled, or declined.”

Follows the full life of a meeting: scheduled, started, completed, canceled or declined, each one can launch the Zap.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a canceled demo should create a task to reschedule before the prospect goes cold.
Watch out
five outcomes share one trigger, so filter on the one you mean.
16

New Membership Added or Removed

Instant trigger

In Zapier“Triggers when a new membership is added to or removed from your Close organization.”

Concerns your own team rather than your prospects: it fires when a membership is added to or removed from your Close organization.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
your revops lead keeps a seat list and wants it updated when someone joins or leaves the sales floor.
Watch out
additions and removals share this trigger, so a filter separates them.
17

New Event

Instant trigger

In Zapier“Triggers when a new event is created.”

The broadest trigger of the list: it reacts to events in Close, narrowed down by the type of object and the action taken on it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
no dedicated trigger fits, for example a change on an object the other triggers ignore.
Watch out
object type and action are both required, and the dropdowns only list the most common ones.
18

New Note

Polling trigger

In Zapier“Triggers when a new Note is created.”

Catches notes added in Close, the quick written context reps leave after a call or a meeting.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
your customer success team wants to see notes written on accounts about to renew.
Watch out
pairing it with Create Note on the same account makes the Zap set itself off.
19

New Opportunity in Status

Instant trigger

In Zapier“Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.”

Tracks deals moving through your pipeline: the Zap starts when an opportunity enters a new status, and optionally when one is created in it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a deal reaching Won should kick off onboarding without a handoff email.
Watch out
trigger on creation stays unavailable when an old status or old status type is selected.
20

New Opportunity

Instant trigger

In Zapier“Triggers when a new opportunity is added.”

Fires each time an opportunity is added in Close, whatever its status or pipeline.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
finance wants to know about every new deal so they can prepare a quote template.
Watch out
to react only to deals in a given stage, New Opportunity in Status is the better fit.
21

New or Updated Workflow Subscription

Instant trigger

In Zapier“Triggers when a contact is subscribed to a workflow, when a workflow subscription is paused, resumed, finished, has reached its goal, or has encountered an error.”

Reports on your Close workflows: a contact subscribed, a subscription paused, resumed, finished, stopped at its goal, or stuck on an error.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a contact who reaches the goal of a workflow should get a call task from the rep.
Watch out
the action to watch is required, so pick Error if you want alerts on broken subscriptions.
22

New SMS

Instant trigger

In Zapier“Triggers when a new inbound SMS is created or an outbound SMS is sent.”

Runs on text messages in both directions: an inbound SMS recorded in Close, or an outbound one once it is sent.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a prospect texting back after hours should create a task for the morning shift.
Watch out
filter on direction, or your own outgoing texts start the Zap too.
23

New Task

Instant trigger

In Zapier“Triggers when a new task is created or completed.”

Follows Close tasks, either when they are created or, if you prefer, only at the moment they are completed.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
a completed onboarding task should post progress to the account manager, who no longer has to ask the team for updates.
Watch out
leave the Completed? field blank and the Zap fires on creation, not on completion.
24

New Unsubscribed Email

Instant trigger

In Zapier“Triggers when a new email address is unsubscribed from Close.”

Fires when an email address is unsubscribed from Close, so the opt-out can travel to the rest of your setup instead of staying in one tool.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
your newsletter list must respect an opt-out recorded by a rep in Close.
Watch out
Resubscribe Email is the action that reverses it.
25

New WhatsApp Message

Instant trigger

In Zapier“Triggers when a new inbound WhatsApp message is created or an outbound WhatsApp message is sent.”

Brings WhatsApp into your Zaps: an inbound message recorded in Close or an outbound one once sent.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan
When to use it
international buyers reply on WhatsApp and the owner of the lead should get a task right away.
Watch out
like New SMS, it also fires on your own sent messages.
Actions

The 46 Close actions

Close gives you 46 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Add Address to Lead

Action

In Zapier“Adds an address to a lead.”

Attaches a postal address to an existing lead, which you point to with its Lead ID.

When to use it
field sales routes depend on where each company sits, and the address arrives later from an onboarding form.
Watch out
the Lead ID is required, so when the trigger does not carry it, put a Find Lead step before this one.
2

Create WhatsApp Message

Action

In Zapier“Creates a new WhatsApp message.”

Records a WhatsApp message on a lead and one of its contacts, and can create an inbox notification for incoming ones.

When to use it
conversations held on your WhatsApp business number should be visible in Close next to calls and emails.
Watch out
many fields are required, including both phone numbers, the direction and the external message ID.
3

Delete Logged Call

Action

In Zapier“Delete logged call.”

Removes a logged call from Close, given its Call ID.

When to use it
test calls logged while you were setting up a dialer should not pollute your activity reports.
Watch out
pick the Call ID from a Find Call step you have tested, never a value typed by hand.
4

Delete Email

Action

In Zapier“Delete an email on a lead.”

Takes an email off a lead, given its Email ID.

When to use it
automated test emails cluttering the history of a lead you are about to hand to a new rep.
Watch out
the Email ID is the only required field, so a wrong mapping removes the wrong message.
5

Delete Email Address From Contact

Action

In Zapier“Deletes a single email address from an existing contact.”

Strips one email address from a contact while keeping the contact itself in Close.

When to use it
an address that bounced should disappear from the contact card so nobody writes to it again.
Watch out
both the Contact ID and the exact address are required.
6

Export Activity Report to CSV

Action

In Zapier“Exports an activity overview or an activity comparison report to a CSV file.”

Exports an activity report, overview or comparison, as a CSV file.

When to use it
handing a manager a file they can open anywhere, instead of giving them access to the screen.
Watch out
type, metrics and date range are required, and a custom range follows the format shown in the field help.
7

Merge Two Leads

Action

In Zapier“Merges one lead into another lead.”

Folds a source lead into a destination lead, leaving a single record in Close.

When to use it
a duplicate spotted by a Find Lead step should be merged without anyone cleaning up by hand.
Watch out
the source lead is deleted, and wherever names, statuses or custom fields conflict, only the destination's data is kept.
8

Run Activity Overview Report

Action

In Zapier“Runs an activity overview report for your organization.”

Produces an activity overview for your organization, on the metrics and the date range you choose.

When to use it
a team recap of calls and emails sent before the sales stand-up.
Watch out
a custom date range must follow the format given in the help of the field.
9

Create Bulk Action

Action

In Zapier“Creates a new bulk action. You can choose from "Update the Lead Status," "Update a Custom Field," and "Clear a Custom Field".”

Applies one change to every lead of a Lead Smart View: update the lead status, update a custom field, or clear a custom field.

When to use it
moving every stale lead of a view to a dormant status at once.
Watch out
it touches many leads in one go, so check what the view returns first.
10

Create Bulk Email

Action

In Zapier“Creates a new bulk email.”

Sends one email template to every lead of a Lead Smart View in a single move, and can skip leads that already got it.

When to use it
a product launch announcement to every customer in a saved view.
Watch out
only the first email address of each contact is used, whichever contact preference you pick.
11

Create Bulk Workflow Subscription Action

Action

In Zapier“Creates a new bulk workflow subscription action.”

Subscribes, pauses or resumes workflow subscriptions in bulk, for everything a Smart View finds.

When to use it
pausing all outreach to a segment while a pricing change is being announced.
Watch out
with no workflow selected, pause and resume apply to every workflow, and subscribe only reaches contacts who never received that workflow.
12

Create Call

Action

In Zapier“Creates a new call.”

Logs a call on a lead in Close, which is useful when the conversation itself happened through another phone system.

When to use it
calls made from a separate dialer should still show up in the lead's history, so managers see the full picture.
Watch out
the lead is required; when the trigger does not carry it, add Find Lead first.
13

Create Call Task

Action

In Zapier“Creates a new Call Task.”

A task built around a phone call: it names the lead, the contact to ring and the user who is responsible for making that call.

When to use it
qualified leads get dispatched to whoever owns outbound calling this week.
Watch out
lead, contact, assignee and text are all required, so map each one before you test the step.
14

Create Contact

Action

In Zapier“Creates a new Contact.”

Creates a person in Close, the human you will actually call or email.

When to use it
a second stakeholder joins the deal and should be reachable from the same lead as the champion.
Watch out
running it from the New Contact trigger makes the Zap fire on its own output.
15

Create Custom Activity

Action

In Zapier“Creates a new Custom Activity.”

Adds a custom activity of the type you choose to a lead, saved either as a draft or as published.

When to use it
an onboarding checklist completed elsewhere should appear in Close as a structured activity.
Watch out
published means every field marked required in Close must be filled, while draft relaxes that rule.
16

Create Custom Object

Action

In Zapier“Creates a new Custom Object.”

Creates a custom object of one type, with its name, and links it to a lead in Close.

When to use it
each signed contract becomes an object your team can track right next to the lead that bought it.
Watch out
the type has to be created on the Custom Objects settings page in Close before it appears in this step.
17

Create Email

Action

In Zapier“Creates a new email.”

Handles email on a lead in five ways: log one received, save a draft, schedule it, really send it, or log one already sent.

When to use it
a thank-you email after a demo, scheduled for the next morning.
Watch out
only the outbox status actually sends; the others just record or prepare, and scheduled needs its date field filled.
18

Create Export

Action

In Zapier“Creates a new export of leads, opportunities, or contacts, based on a lead search query, that will be emailed to your email address.”

Exports leads, opportunities or contacts in CSV or JSON, and Close emails the file to your address.

When to use it
a backup of your contacts before a big cleanup, with JSON for raw backups or migrations.
Watch out
the file goes to your email, and New Export fires when it is ready.
19

Add User

Action

In Zapier“Adds a new user to your Close organization.”

Brings a new teammate into your Close organization, from an email address and a role, both required.

When to use it
a new hire recorded in your HR process should get a Close seat on their first day.
Watch out
it adds a real person to your organization, so run the first test on an address you control.
20

Create Lead

Action

In Zapier“Creates a New Lead”

Adds a fresh lead to Close from whatever the trigger brought in, so nobody has to copy a company name by hand into the CRM.

When to use it
a webinar sign-up or a partner referral should exist as a lead before a rep picks up the phone.
Watch out
Find Lead with its create option avoids duplicates when the same company comes back twice.
21

Create Note

Action

In Zapier“Creates a new note.”

Writes a note on a lead, and can pin it to the top of the activity feed so it stays visible above calls and emails.

When to use it
a call transcript or a form answer should sit on the lead for the next person who opens it.
Watch out
do not combine it with the New Note trigger on the same leads, or the Zap loops on itself.
22

Find Number of Leads in Smart View

Action

In Zapier“Find the total number of leads in a given Smart View.”

Returns how many leads a Lead Smart View holds at the moment the step runs.

When to use it
tracking the size of your hot leads view in a shared sheet, so the trend is visible over time.
Watch out
it sits among the actions even though it reads data rather than writing any.
23

Run Opportunity Funnel Report

Action

In Zapier“Runs an Opportunity Funnel report for your organization.”

Builds a funnel report on one pipeline, broken down by stage or reduced to totals.

When to use it
spotting which stage loses the most deals before the next pipeline review.
Watch out
the report type changes the scope: deals active during the period, or only those created in it.
24

Run Opportunity Report

Action

In Zapier“Runs an opportunity report for your organization. This report will return the data that you see at the top of the "Opportunities" page in Close.”

Returns the figures that Close shows at the top of its Opportunities page.

When to use it
posting pipeline totals to the leadership channel after each deal marked won.
Watch out
it reports the whole organization, so add a filter or a later step if a manager only needs their team.
25

Create Opportunity

Action

In Zapier“Creates a new opportunity.”

Opens a deal in your Close pipeline, with the status you pick from your own list of stages.

When to use it
a trial request from a qualified company should immediately become a deal your forecast can count.
Watch out
statuses must be set up in Close settings first, otherwise the status dropdown has nothing to offer and the step cannot run.
26

Run Sent Email Report

Action

In Zapier“Runs a sent email report for your organization.”

Runs the sent email report for your organization and hands the result to the next step.

When to use it
keeping an eye on outbound volume when a new campaign starts and reps ramp up their sending.
Watch out
it reads figures only; nothing is sent by this action itself.
27

Subscribe Contact to Workflow

Action

In Zapier“Subscribes a contact to a Workflow.”

Enrolls one contact in a Close workflow, using the ID of the contact and the ID of the workflow.

When to use it
a lead that downloads a buying guide enters the matching nurturing workflow straight away.
Watch out
both IDs are required; Find Contacts is the usual way to get the first one.
28

Create Lead Smart View

Action

In Zapier“Creates a new Lead Smart View.”

Saves a new Lead Smart View, built from a name and a query written in Close search syntax.

When to use it
every new campaign needs its own view of leads, built the same way each time without anyone retyping the query.
Watch out
sharing with the whole organization overrides any list of specific users you also filled in.
29

Create SMS

Action

In Zapier“Creates a new SMS.”

Records or sends a text message on a lead, from one of your numbers to the prospect's number.

When to use it
a meeting reminder by text, which busy buyers tend to notice faster than one more email.
Watch out
the SMS really leaves only with status outbox and source Close; source External just logs a text sent elsewhere.
30

Run Status Change Report

Action

In Zapier“Runs a status change report for your organization.”

Reports on status changes, either for leads or for opportunities, depending on the type you pick.

When to use it
measuring how many leads moved to qualified after a trade show.
Watch out
the report type is required, so one step covers leads or opportunities, never both.
31

Create Task

Action

In Zapier“Creates a new Task.”

Puts a to-do on a lead in Close, written with your own text, and can even mark it complete from the start if you only want a trace.

When to use it
any inbound lead should come with a reminder to qualify it before the end of the day.
Watch out
the lead is required, so it usually comes from the trigger or from a search.
32

Select Random User

Action

In Zapier“Select a random user from your organization.”

Picks one user of your Close organization at random and passes that person to the next step.

When to use it
spreading inbound leads across reps without maintaining a rotation spreadsheet.
Watch out
random is not balanced, so a rep can draw two leads in a row.
33

Resubscribe Email

Action

In Zapier“Resubscribes an email address.”

Reverses an opt-out and makes an email address reachable again from Close.

When to use it
a customer explicitly opts back in through a preference form and expects to hear from your team again.
Watch out
only the email address is required, so make sure the person really asked for it before automating this.
34

Toggle Forwarding on Phone Number

Action

In Zapier“Turn on and off call forwarding for a specific number.”

Turns call forwarding on or off for one of your Close phone numbers.

When to use it
a support line forwarded to a mobile while the office is closed, then switched back when the team returns.
Watch out
both the phone number and the Enable or Disable choice are required.
35

Unsubscribe Email

Action

In Zapier“Unsubscribes an email address.”

Marks an email address as unsubscribed in Close, so your reps stop emailing it from there.

When to use it
someone opts out on your newsletter tool and Close must respect the same choice.
Watch out
only the email address is required, so a wrong mapping opts out the wrong person.
36

Update Call

Action

In Zapier“Updates an existing Call.”

Edits a call already logged in Close, found by its Call ID.

When to use it
a call outcome recorded later in another tool should enrich the original entry instead of creating a second one.
Watch out
the Call ID is required, and Find Call is the step that returns it.
37

Update Contact

Action

In Zapier“Updates an existing Contact.”

Changes a contact that already exists, identified by its Contact ID.

When to use it
a prospect corrects their phone number through a form and Close should follow without a rep retyping it.
Watch out
the Contact ID is required; Find Contacts returns it when the trigger does not carry it.
38

Update Custom Activity

Action

In Zapier“Updates an exisiting Custom Activity.”

Modifies the fields of a custom activity you already have, using its ID.

When to use it
a debrief activity filled in after a second meeting with the same buyer.
Watch out
the type field only loads the right fields; it never changes the activity's type.
39

Update Custom Object

Action

In Zapier“Updates an existing Custom Object.”

Adjusts a custom object that exists already, which you point to with its ID.

When to use it
a contract object whose renewal terms move after a negotiation.
Watch out
picking a type here does not convert the object to that type; it only tells Zapier which fields to load.
40

Update Lead

Action

In Zapier“Updates an existing Lead.”

Edits an existing lead, located by its Lead ID, which is the only required field of the step.

When to use it
enrichment data arriving a few hours after creation should land on the same lead rather than on a new one.
Watch out
without the ID in the trigger, place Find Lead before this step.
41

Update Note

Action

In Zapier“Updates an existing Note.”

Changes the text of an existing note, found by its Note ID, and can pin or unpin it in the activity feed.

When to use it
a single summary note kept up to date as the deal evolves, instead of ten scattered ones.
Watch out
the text type is required again, even when you only want to pin the note.
42

Update Opportunity

Action

In Zapier“Updates an existing Opportunity.”

Modifies a deal already in your pipeline, using its Opportunity ID.

When to use it
a contract signed in another tool should move the matching deal forward without a manual update.
Watch out
the ID usually comes from a Find Opportunities step placed just before, which makes the Zap multi-step.
43

Update Workflow Subscription

Action

In Zapier“Updates an existing Workflow Subscription.”

Switches one workflow subscription to the status you choose.

When to use it
a prospect books a meeting and the outreach workflow they are in should stop before the next email.
Watch out
the subscription ID is required, and Find Workflow Subscription is the search that provides it.
44

Update Lead Smart View

Action

In Zapier“Updates an existing Lead Smart View.”

Changes a saved Lead Smart View, located by its ID.

When to use it
opening a team's private view to the whole organization once a campaign goes live.
Watch out
sharing with the organization overrides the list of specific users, so the narrower setting is lost.
45

Update Task

Action

In Zapier“Updates an existing Task.”

Rewrites a task already in Close, and can mark it complete or incomplete.

When to use it
a payment received should close the reminder task about chasing that invoice.
Watch out
the Task ID is required, so a Find Task step often comes first.
46

API Request (Beta)

Action

In Zapier“This is an advanced action which makes a raw HTTP request that includes this integration's authentication.”

An advanced step that sends a raw HTTP request to Close, using the connection you already set up.

When to use it
the action you want is missing from this list.
Watch out
it only reaches domains tied to Close, and Stop on error decides whether a failure halts the Zap.
Searches

The 14 Close searches

14 search steps look for data that already exists in Close, so a later step can use it.

A search step finds something that already exists in Close and hands it to the next step. In the editor, searches sit at the bottom of the Action event list, under SEARCH. Remember that it makes the Zap multi-step. Eight of them also have a find or create variant: it is the same search with one box ticked, not an extra operation.

1

Find Call

Search

In Zapier“Find an existing call.”

Retrieves a call already logged in Close so a later step can reuse it.

When to use it
getting the Call ID that Update Call or Delete Logged Call asks for.
Watch out
if no call matches, the default setting stops the Zap there, so decide what should happen in that case.
2

Find Connected Account

Search

In Zapier“Find a Connected Account you can use to send emails.”

Returns a connected account that is able to send emails from Close.

When to use it
choosing which mailbox a Create Email step should send from when several reps share the Zap.
Watch out
it has no find or create variant, so the account must already be connected in Close.
3

Find Contacts

SearchFind or create

In Zapier“Find existing Contacts.”

Retrieves contacts, either the single best match or several at once.

When to use it
checking whether a person already exists before writing anything.
Watch out
the Find or Create Contact variant is this search with creation ticked; with multiple results, Looping by Zapier can run the next steps once per contact.
4

Find Custom Activity

SearchFind or create

In Zapier“Finds an existing Custom Activity.”

Locates a custom activity of a given type, the type being a required field.

When to use it
feeding the ID to Update Custom Activity after a follow-up meeting.
Watch out
Find or Create Custom Activity is the same search with creation ticked, so you do not need a separate step to create it.
5

Find Custom Objects

SearchFind or create

In Zapier“Find an existing Custom Objects.”

Brings back custom objects of one type, either the single best match or several.

When to use it
locating the contract object to update after a renewal.
Watch out
Find or Create Custom Object reuses this search with creation turned on, and multiple results can feed Looping by Zapier.
6

Find Group

Search

In Zapier“Find an existing Group.”

Looks up a group that already exists in Close, so a later step can reuse it.

When to use it
the next step needs one of your Close groups rather than a value typed by hand.
Watch out
no find or create variant exists here, so the group must already exist in Close.
7

Find Lead

SearchFind or create

In Zapier“Find an existing lead.”

Finds an existing lead, the record that many Close actions ask for.

When to use it
before Create Task or Create Note, to get the right Lead ID.
Watch out
Find or Create Lead is this same search with creation ticked, and the simplest guard against duplicates.
8

Find Meetings

Search

In Zapier“Find existing Meetings.”

Retrieves meetings, either the best match or a list.

When to use it
finding the meetings of a lead before sending a recap.
Watch out
with multiple results, every following step may run once per meeting through Looping by Zapier.
9

Find Note

SearchFind or create

In Zapier“Find an existing note.”

Spots an existing note on a lead so it can be edited rather than duplicated.

When to use it
keeping one running summary note per lead.
Watch out
Find or Create Note is this search with creation ticked, which writes the note only when none exists yet.
10

Find Opportunities

SearchFind or create

In Zapier“Find existing Opportunities.”

Pulls existing deals out of your pipeline for the steps that follow.

When to use it
getting the Opportunity ID that Update Opportunity asks for.
Watch out
Find or Create Opportunity is the same search with creation ticked, handy when a deal might not exist yet.
11

Find Workflow Subscription

Search

In Zapier“Find an existing workflow subscription.”

Locates a contact's subscription to one of your Close workflows.

When to use it
right before Update Workflow Subscription, which cannot run without that ID.
Watch out
there is no find or create variant, so subscribing someone stays the job of Subscribe Contact to Workflow.
12

Find Task

SearchFind or create

In Zapier“Find an existing task.”

Checks Close for a task that is already there.

When to use it
closing the reminder task once the matching event happens elsewhere.
Watch out
Find or Create Task is this search with creation ticked, so a missing task is created instead of stopping the Zap.
13

Find User

Search

In Zapier“Find an existing Close user.”

Matches a Close user, meaning a member of your own team.

When to use it
getting the user that the Assigned To field of Create Call Task expects.
Watch out
no create option exists; adding a teammate is the job of the Add User action.
14

Find WhatsApp Messages

SearchFind or create

In Zapier“Find existing WhatsApp Messages.”

Brings back WhatsApp messages recorded in Close, one or several.

When to use it
checking a conversation exists before logging a new message on it.
Watch out
Find or Create WhatsApp Message is this search with creation ticked, and it then asks for the fields of the new message.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap and the dependent steps are skipped. Switched on, the Zap continues empty-handed.
  2. Create X if it doesn't exist yet?
    Ticking it turns the search into a find or create: the setting above disappears and the fields needed to create the missing item show up.
  3. If multiple search results are found?
    Three ways out when several items match: keep the first one (the default), stop the Zap, or pass all of them on at once.
When it breaks

When a Close Zap breaks

Zapier's help center links one article to Close, How to get started with Close on Zapier, and no limit specific to the app is recorded for it. The traps below come from Zapier's general rules and from the Close fields themselves.

Several of these show no error at all: the Zap runs, just not the way you expected. Our Zapier troubleshooting page is there when a run does fail.

  • Your existing leads are ignored

    A Zap reacts only to what happens after you publish it. Leads, deals and notes already in Close are never picked up; moving that backlog is a separate job.

  • The Zap keeps setting itself off

    New Note with Create Note, or New Contact with Create Contact, on the same records: the Zap writes where it watches and burns tasks fast.

  • A bulk import is held back

    After a big import or a migration in Close, a trigger can return a huge batch at once, and Zapier's flood protection may hold it back.

  • A merge deleted a lead

    Merge Two Leads deletes the source lead, and on conflicting names, statuses or custom fields it keeps the destination's data only.

  • An SMS or email really went out

    Create SMS sends for real with status outbox and source Close; Create Email sends with outbox. Use draft or sent to record without sending.

  • A polling trigger seems silent

    On the three polling triggers, Zapier remembers what it has seen, so the same lead never starts the Zap twice, and it only checks every 15 minutes on Free.
Need help

Need help automating Close with Zapier?

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FAQ

Close Zapier integration: your questions

01Is the Close Zapier integration free?
Yes, you can start on the free plan, because Close is not a premium app on Zapier. The free plan gives you 100 tasks a month and as many Zaps as you like. The catch is the shape of those Zaps: each one is limited to two steps, one trigger and one action. As soon as you add a filter, a search step such as Find Lead, or a second action, the Zap becomes multi-step and needs a paid plan.
02How many tasks does a Close Zap use?
Only actions that succeed are counted. The trigger, for instance New Lead or New SMS, never costs a task, and Zapier checking for new data is free too, however often it looks. A Zap that creates a task and then a note in Close uses two tasks per run, a Zap with three actions uses three. An action that fails is not counted against your plan. A few apps and actions can take more than one task, so count your actions before you publish.
03Is Close real time in Zapier?
Mostly, yes. 22 of the 25 Close triggers are instant: Close tells Zapier the moment the event happens, so the Zap starts right away whatever your plan. The three exceptions are New Contact in Contact Smart View, New Lead in Smart View and New Note. On those, Zapier checks at a fixed interval that depends on the plan: every 15 minutes on Free, 2 on Professional, 1 on Team and Enterprise. An instant Zap shows a lightning bolt in the editor, which is the quickest way to check.
04What does it take to connect Close to Zapier?
A Close account, plus access to whatever you want the Zap to read or change if you do not own it. The connection itself happens in three moves: on the Apps page of Zapier, click + Add connection, search for Close and pick it, then sign in to Close in the tab that opens and let Zapier use the account. Some actions also expect things to exist in Close beforehand, such as opportunity statuses or custom activity types, so set those up in Close settings first.
05Can a Zap send an SMS or email from Close by mistake?
Yes, and the status field is the reason. Create Email only logs or prepares a message unless its status is outbox, in which case it really sends it. Create SMS goes further: with status outbox and source Close, the text leaves through the Close telephony system. To record a message that already exists, choose sent or inbox. Point the first test at your own number or address, so a real prospect never receives a draft.
06What if the Close action you need is not listed?
Look first at API Request (Beta). It is an advanced action that sends a raw HTTP request to Close using the connection you already authorized, so no new login is needed. It only reaches domains that belong to Close, and the Stop on error setting decides whether a failed request halts the Zap. Before going there, check New Event among the triggers: it covers object types and actions that no dedicated trigger handles. If neither fits, the operation is not available through Zapier today.
07Zapier, Make or n8n for Close?
Decide on criteria, not on a ranking. Start from coverage: this page lists the 85 visible Close operations on Zapier, so check that the ones your process needs are there. Then look at cost: Zapier bills each successful action as a task, so estimate how many actions your Zaps will run each month. Then speed: most Close triggers on Zapier are instant. Finally, who maintains the automation: a no-code editor suits a sales team that wants to own it. Compare the same points on the other tools before choosing.
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