How to Use Zapier With Close

Zapier connects Close to the rest of your tech stack so you can automate sales workflows without code, using triggers, actions, and templates that sync data between apps.

This guide explains how the integration works, how to set it up, and how to build common automations using the official Close app on Zapier.

What the Close app on Zapier can do

The Close app on Zapier lets you create and update sales records automatically based on events in Close or in other tools such as forms, CRMs, and inboxes.

With the integration you can:

• Trigger automation when records change in Close.
• Send new data into Close from other apps.
• Keep lead, contact, and activity information in sync.

Available Zapier triggers for Close

When specific activity happens in Close, Zapier can start a workflow. The available triggers (as documented on the Close section of the Zapier help center) include events such as:

• New lead created.
• New contact added to a lead.
• New opportunity or status change.
• New activity logged, such as emails or calls.

Each trigger passes structured data into Zapier, so you can use it to create or update records in other connected tools.

Available Zapier actions for Close

Zapier can also send information into Close when something happens in another app. Typical actions include:

• Create a new lead with contact details.
• Create or update a contact on an existing lead.
• Create activities such as tasks or notes.
• Update opportunities and related fields.

These actions allow you to design complete workflows around sales data, for example capturing form submissions and turning them into leads.

How to connect Close to Zapier

Before creating automated workflows, you must connect your Close account to Zapier. The connection uses an API key generated inside Close.

Step 1: Start from the Close app page

Open the official Close section on the Zapier help center at this Close help page. From there you can open the Close app in your Zapier account and view available triggers, actions, and templates.

Step 2: Add a new Close connection in Zapier

1. Sign in to your Zapier account.
2. Create a new Zap or open an existing one.
3. Search for the Close app in the trigger or action step.
4. Click to connect a new account when prompted.

Zapier will open a secure window asking for authentication details.

Step 3: Generate an API key in Close

1. In a separate browser tab, sign in to Close.
2. Go to your Close settings and open the API or integrations section.
3. Create a new API key with the appropriate permissions for your workflow.
4. Copy the API key value.

Keep this key secure. Only share it inside trusted tools such as Zapier.

Step 4: Authorize Close inside Zapier

1. Return to the Zapier authorization window.
2. Paste the Close API key in the field provided.
3. Confirm to connect the account.
4. Wait for the connection test to complete.

Once the test passes, your Close account will appear as a selectable connection in Zapier.

Building your first Zapier workflow for Close

After connecting your account, you can build Zaps that automate sales tasks. A Zap consists of a trigger and one or more actions.

Choose a Close Zapier trigger

1. Click Create Zap in your Zapier dashboard.
2. Search for and select the Close app as the trigger.
3. Pick a trigger event, such as “New Lead.”
4. Select your connected Close account.
5. Configure any available filters, such as specific pipelines or statuses.
6. Test the trigger to pull in sample data from Close.

The sample record will show you which fields are available for mapping later in the workflow.

Add an action after the Close trigger

1. Click the + icon below the trigger step.
2. Search for the app you want Zapier to send data to, such as a spreadsheet, CRM, or email tool.
3. Choose the relevant action event (for example, create a row or update a contact).
4. Select the destination account and connect it if needed.
5. Map fields from the Close trigger data into the action fields.

Use the sample data from Close to confirm that each field in the destination app receives the right value.

Use Close as an action in Zapier

You can also reverse the workflow and use other tools as triggers while Close is the action.

1. Choose any supported app as the trigger (for example, a form app).
2. Configure the trigger to run on new submissions or records.
3. Add Close as the action step in Zapier.
4. Pick an action such as “Create Lead.”
5. Map data from the trigger app to the Close lead and contact fields.

This setup lets you capture data from other tools and automatically create qualified records in Close.

Using templates for Close in Zapier

The Close section of the Zapier help center lists common use cases as prebuilt templates. These are starter workflows that you can customize.

To use a template:

1. Open the Close integration documentation on the Zapier site.
2. Find a template that matches your use case, such as creating leads from new rows in a sheet or from a specific form app.
3. Click to use the template in your Zapier account.
4. Connect both Close and your other app when prompted.
5. Adjust field mappings and optional filters, then turn the Zap on.

Templates reduce setup time and follow best practices from the official integration docs.

Testing and troubleshooting your Close Zapier setup

Each step in your automation should be tested before you turn it on. Both the Close trigger and each action in Zapier provide a test function.

Test the trigger

• Use recent records from Close to confirm the trigger works.
• Verify that all required fields appear in the test data.
• Ensure that filters (if any) still allow the right records through.

Test the actions

• Run action tests to create or update sample records.
• Check Close and any other destination tools to confirm data appears correctly.
• Adjust field mappings if information is missing or in the wrong place.

If issues occur, compare your setup to the scenarios described in the Close section of the Zapier help center and confirm that your API key permissions match what the workflow needs.

Next steps and additional Zapier resources

Once you have a basic Close automation running in Zapier, you can expand with filters, paths, and multi-step workflows to handle complex routing, qualification, and follow-up logic.

For more automation strategy and integration planning, you can also review guides from specialists such as Consultevo, then combine those ideas with the official Close integration documentation on the Zapier Close help section.

By following the official steps and using templates where possible, you can keep your sales process organized, reduce manual data entry, and let Zapier handle repetitive Close tasks in the background.

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