How to Get Started with Close on Zapier

Connecting Close to Zapier lets you automate repetitive work, keep your sales data in sync, and move information between Close and other apps without writing code. This guide explains how to add Close to your Zapier account, configure triggers and actions, and build reliable workflows.

What you need before connecting Close to Zapier

Before you create your first automation, make sure you have the following:

• An active Close account with permission to manage API keys.
• A Zapier account with access to create and edit Zaps.
• At least one other app you want to connect, such as a form tool, CRM, or communication platform.
• Basic understanding of objects in Close, such as Leads, Contacts, and Opportunities.

Once you have these in place, you can securely connect Close and start building workflows in Zapier.

How to connect Close to Zapier

Use these steps to add Close as a new app connection inside Zapier:

1. Sign in to your Zapier account in a browser.

2. Go to My Apps from the sidebar or user menu.

3. Click + Add connection (or a similarly labeled button).

4. Search for Close in the app directory and select it.

5. When prompted, enter your Close API key. You can create or find this key in your Close account settings under the API section.

6. Confirm access so that Zapier can read and write data according to the permissions of your API key.

After authorization succeeds, Close appears in your list of available connections in Zapier. You can reuse this connection across multiple Zaps.

Supported Close triggers in Zapier

Triggers start your Zap whenever something happens in Close. In Zapier, each trigger watches for a specific event and then sends detailed data to the rest of your workflow.

Common Close triggers you can configure include:

• New Lead – fires when a new lead is created.
• Updated Lead – runs when an existing lead is updated.
• New Contact – triggers when a contact is added to a lead.
• New Opportunity – starts when a new opportunity is created.
• Updated Opportunity – fires on changes to an existing opportunity.
• New Activity – runs when a new activity, such as a call or email, is logged.

The exact list of triggers may evolve over time. Refer to the official integration documentation at this Close on Zapier help article for the most up-to-date details.

How to set a Close trigger in Zapier

When you create a new Zap in Zapier, the first step is choosing a trigger app and event:

1. Click Create Zap from your Zapier dashboard.

2. Search for and select Close as the trigger app.

3. Choose a trigger event, such as New Lead.

4. Select your Close account connection, or connect a new one if needed.

5. Customize any available trigger filters, such as limiting events to specific pipelines or statuses.

6. Test the trigger to pull in a sample record from Close. This sample helps map fields in later steps of your Zapier workflow.

If the test succeeds, Zapier shows recent data from Close that matches your trigger, and you can move on to building the rest of the Zap.

Available Close actions in Zapier

Actions in Zapier tell Close what to do after your trigger runs. When a Zap reaches an action step, it sends structured data to Close to create or update records.

Typical Close actions include:

• Create Lead – creates a new lead from data in another app.
• Update Lead – updates an existing lead based on a unique identifier.
• Create Contact – adds a new contact to a lead.
• Create Opportunity – creates an opportunity tied to a lead.
• Update Opportunity – modifies fields on an existing opportunity.
• Create Activity – logs a call, note, task, or email activity.

How to add a Close action step in Zapier

After you configure your trigger, continue building your automation by adding a Close action in Zapier:

1. In the Zap editor, click the plus icon below your trigger to add a new step.

2. Select Close as the action app.

3. Choose an action event, such as Create Lead or Create Activity.

4. Pick your Close account connection.

5. Map each field from earlier steps in your Zap to the corresponding Close fields. For example, map the name from your form app to the lead name in Close.

6. Use optional fields to fine-tune records, including custom fields, tags, or responsible users.

7. Run a test action to create or update a sample record in Close. Confirm the data appears as expected in your Close account.

Once your test looks correct, you can continue adding more steps in Zapier or turn the Zap on.

Popular ways to use Close and Zapier together

By combining Close with the automation features in Zapier, you can streamline sales, marketing, and support processes. Here are common use cases:

• Capture leads from forms
  When someone submits a web form, automatically create a lead and contact in Close, then assign them to a sales rep.
• Sync leads from other CRMs
  Keep data aligned by sending new leads or updates from another CRM into Close as standardized records.
• Automate follow-up tasks
  Log activities, create tasks, or send internal notifications in other tools whenever an opportunity moves to a new stage in Close.
• Track communication history
  Send email or chat data from connected apps into Close as activities so your team has a complete history in one place.

Best practices for Close automations in Zapier

To keep your workflows accurate and reliable, follow these guidelines when building Zaps with Close:

• Use stable identifiers – When updating records, map unique IDs where possible to avoid creating duplicates.
• Test with sample data – Use realistic examples during testing so field mappings in Zapier match how your real data looks.
• Start simple – Begin with a single trigger and action to confirm your logic, then add filters, paths, or additional steps.
• Document your Zaps – Add clear names and descriptions for each Zap and step, so your team understands what each automation does.
• Monitor task history – Review Zapier task logs regularly to identify and fix any errors or unexpected behavior.

Troubleshooting Close and Zapier connections

If your Zap does not behave as expected, use these steps to diagnose the issue:

• Check the Close API key
  Confirm that the key used in your Zapier connection is active and has not been revoked or expired.
• Review permissions
  Ensure the Close user associated with the API key has permission to access and modify the records used in your Zap.
• Inspect Zapier task history
  Open the Zap in Zapier and review recent task runs for error messages, missing fields, or failed requests.
• Re-test triggers and actions
  Pull in a new sample from Close to verify that the trigger still receives data. Then re-run the test action.
• Check required fields
  Make sure all required fields in Close are mapped from earlier Zap steps. Missing required values can cause failures.

If issues persist, consult the official Close integration documentation on Zapier or reach out to the support teams for additional help.

Where to learn more about Close and Zapier

For the latest list of triggers, actions, field options, and limitations, review the official help guide: How to get started with Close on Zapier. This resource is maintained with current integration details, screenshots, and examples.

If you need strategic automation planning or consulting around tools like Close, CRMs, and workflow platforms, you can also explore services from Consultevo, which focuses on digital operations and process optimization.

By combining Close and Zapier, your team can automate data entry, standardize follow-up processes, and keep your systems synchronized, giving your sales organization more time to focus on meaningful customer conversations.

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