How to get started with Close on Zapier

Written by Owner

Updated at August 20th, 2025

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Table of Contents

Prerequisites Connect Close to Zapier About Close's app Triggers, searches, and actions Limitations Templates Use cases Additional Close resources

Close and Zapier connect to automate your sales work. You can trigger actions when new leads are created and create leads, contacts, or tasks.

Prerequisites

To use the Close app on Zapier, you must have:

An active Close account.
Appropriate user permissions in Close to access the data you want to sync.

Connect Close to Zapier

To create an app connection to Close on Zapier:

Go to the Apps page.
Click + Add connection.
A new dialog box will appear. Search for and select Close.
Click Add connection.
A new browser tab or window will open.
Log into Close to authenticate.
Grant Zapier permission to access your account if prompted to.

Your Close account is now successfully connected to Zapier.

About Close's app

Triggers, searches, and actions

Triggers

New Call Recording (Instant) - Triggers when a new call recording or voicemail is added to Close.
New Call (Instant) - Triggers when a new Call is created or completed.
New Contact (Instant) - Triggers when a new contact is created.
New or Updated Custom Object (Instant) - Triggers when a Custom Object is created or updated.
New Export (Instant) - Triggers when a new Export is created or completed.
New Lead (Instant) - Triggers when a new lead is created.
New Lead in Smart View (Polling) - Triggers when a new lead is added to a Smart View.
New Membership Added or Removed (Instant) - Triggers when a new membership is added to or removed from your Close organization.
New Note (Polling) - Triggers when a new Note is created.
New Opportunity (Instant) - Triggers when a new opportunity is added.
New SMS (Instant) - Triggers when a new inbound SMS is created or an outbound SMS is sent.
New Unsubscribed Email (Instant) - Triggers when a new email address is unsubscribed from Close.
New Call Transcript (Instant) - Triggers when a new call or voicemail transcript is added to Close.
New Contact in Contact Smart View (Polling) - Triggers when a new Contact is added to a Contact Smart View.
Published Custom Activity (Instant) - Triggers when a Custom Activity is published (saved).
New Email (Instant) - Triggers when a new incoming Email is created or an outgoing Email is sent.
New Inbox Item (Instant) - Triggers when a new item is created in your Inbox, Done, or Future folder.
New Lead in Status (Instant) - Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.
New Meeting (Instant) - Triggers when a Meeting is scheduled, started, completed, canceled, or declined.
New Event (Instant) - Triggers when a new event is created.
New Opportunity in Status (Instant) - Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.
New or Updated Workflow Subscription (Instant) - 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.
New Task (Instant) - Triggers when a new task is created or completed.
New WhatsApp Message (Instant) - Triggers when a new inbound WhatsApp message is created or an outbound WhatsApp message is sent.

Searches

Find Connected Account - Find a Connected Account you can use to send emails.
Find Custom Activity - Finds an existing Custom Activity.
Find Group - Find an existing Group.
Find Meetings - Find existing Meetings.
Find Opportunity - Find an existing Opportunity.
Find Task - Find an existing task.
Find WhatsApp Messages - Find existing WhatsApp Messages.
Find or Create Custom Activity - Find or Create Custom Activity.
Find or Create Lead - Find or Create Lead.
Find or Create Opportunity - Find or Create Opportunity.
Find or Create WhatsApp Message - Find or Create WhatsApp Message.
Find Call - Find an existing call.
Find Contacts - Find existing Contacts.
Find Custom Objects - Find an existing Custom Objects.
Find Lead - Find an existing lead.
Find Note - Find an existing note.
Find Workflow Subscription - Find an existing workflow subscription.
Find User - Find an existing Close user.
Find or Create Contact - Find or Create Contact.
Find or Create Custom Object - Find or Create Custom Object.
Find or Create Note - Find or Create Note.
Find or Create Task - Find or Create Task.

Actions

Add Address to Lead - Adds an address to a lead.
Delete Logged Call - Delete logged call.
Delete Email Address From Contact - Deletes a single email address from an existing contact.
Merge Two Leads - Merges one lead into another lead.
Create Bulk Action - Creates a new bulk action. You can choose from "Update the Lead Status," "Update a Custom Field," and "Clear a Custom Field".
Create Bulk Workflow Subscription Action - Creates a new bulk workflow subscription action.
Create Contact - Creates a new Contact.
Create Custom Object - Creates a new Custom Object.
Create Export - Creates a new export of leads, opportunities, or contacts, based on a lead search query, that will be emailed to your email address.
Create Lead - Creates a New Lead.
Find Number of Leads in Smart View - Find the total number of leads in a given Smart View.
Run Opportunity Report - 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.
Run Sent Email Report - Runs a sent email report for your organization.
Create Lead Smart View - Creates a new Lead Smart View.
Run Status Change Report - Runs a status change report for your organization.
Select Random User - Select a random user from your organization.
Toggle Forwarding on Phone Number - Turn on and off call forwarding for a specific number.
Update Call - Updates an existing Call.
Update Custom Activity - Updates an existing Custom Activity.
Update Lead - Updates an existing Lead.
Update Opportunity - Updates an existing Opportunity.
Update Lead Smart View - Updates an existing Lead Smart View.
API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Create WhatsApp Message - Creates a new WhatsApp message.
Delete Email - Delete an email on a lead.
Export Activity Report to CSV - Exports an activity overview or an activity comparison report to a CSV file.
Run Activity Overview Report - Runs an activity overview report for your organization.
Create Bulk Email - Creates a new bulk email.
Create Call - Creates a new call.
Create Custom Activity - Creates a new Custom Activity.
Create Email - Creates a new email.
Add User - Adds a new user to your Close organization.
Create Note - Creates a new note.
Run Opportunity Funnel Report - Runs an Opportunity Funnel report for your organization.
Create Opportunity - Creates a new opportunity.
Subscribe Contact to Workflow - Subscribes a contact to a Workflow.
Create SMS - Creates a new SMS.
Create Task - Creates a new Task.
Resubscribe Email - Resubscribes an email address.
Unsubscribe Email - Unsubscribes an email address.
Update Contact - Updates an existing Contact.
Update Custom Object - Updates an existing Custom Object.
Update Note - Updates an existing Note.
Update Workflow Subscription - Updates an existing Workflow Subscription.
Update Task - Updates an existing Task.

Limitations

Close has migrated from API keys to OAuth for Zapier integrations, which may require updating existing connections.

Templates

View all of Close's templates.

How to get started with Close on Zapier

Contact Us

Prerequisites

Connect Close to Zapier

About Close's app

Triggers, searches, and actions

Limitations

Templates

Use cases

Additional Close resources

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