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Close integration for your workflows.
Connect Close to Collabase once and use 6 actions and 3 triggers in your workflows. No code needed, hosted in Switzerland.
Close in Collabase
Connect Close to Collabase once and use 6 actions and 3 triggers in your workflows. No code needed, hosted in Switzerland.
[ About the service ]
Sales automation and CRM integration for Close
How to connect it
- Open the integrations in the workspace settings.
- Choose Close and connect your account.
- Add a trigger or an action to the workflow.
Close triggers
| Name | Description | Fields |
|---|---|---|
| New Lead CreatedInstant via webhook | Triggers when a new lead is created. | 0 |
| New Contact AddedInstant via webhook | Triggers when a new contact is created. | 0 |
| New Opportunity AddedInstant via webhook | Triggers when a new opportunity is created. | 0 |
Close actions
| Name | Description | Fields |
|---|---|---|
| Create Lead | Creates a new lead. |
|
| Create Contact | Creates a new contact. |
+ 9
|
| Find Lead | Search for leads with advanced filtering options |
|
| Create Opportunity | Create a new opportunity. |
+ 4
|
| Find Contact | Search for contacts by name, email, or other criteria with advanced filtering |
|
| Custom API Call | Make a custom API call to a specific endpoint |
+ 3
|
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Related integrations
Tools that often share a workflow.
Questions about Close
What can I automate with Close in Collabase?
Close brings 6 actions and 3 triggers, for example Create Lead, Create Contact, Find Lead, Create Opportunity and 2 more. You combine them in a workflow without code and mix them with every other integration.
How do I connect Close to Collabase?
You open the integrations in the workspace settings, choose Close and connect your account once, using an API key. After that all triggers and actions are available in the workflow.
Can Close start a workflow?
Yes. Close provides 3 triggers, for example New Lead Created, New Contact Added and New Opportunity Added. The workflow runs as soon as the event happens.
Does the Close integration cost extra?
No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.
Test it against your own content. A proof of concept is ready within days.
We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.