Close
Salesforce

Close and Salesforce Integration

No-code Integration
No-code
Supported Automation Platforms
5automatiomation platforms supported
Close Actions
107Close Triggers & Actions
Salesforce Actions
136Salesforce Triggers & Actions

How to connect Close and Salesforce

Close and Salesforce integration is available through workflow automation tools – Make.com, Zapier, Pabbly Connect or 2 more. With the combination of 199 Close triggers and 148 Salesforce actions, you can create thousands of integration workflows to automate your work.

Popular Workflows for Close and Salesforce Integration

Close and Salesforce are two powerful tools that can be integrated to create a wide range of workflows and automate repetitive tasks. Here is the list of some popular workflows that are covered by Close and Salesforce integration.

  • Add important tasks to a personal to-do list
  • Distribute content across social media platforms
  • Register new leads for webinars to nurture them
  • Add leads to a nurture campaign
  • Enrich your leads with extra data
  • Gather customer feedback
  • Generate leads from events
  • Enroll customer in an online course
  • Optimize your digital advertising spend
  • Track offline conversion events in ads platform

Workflow Automation Platforms supported by Close and Salesforce

If you're looking to automate tasks between Close and Salesforce but don't have coding experience, these workflow automation platforms offer a simple solution. Check out this list of no-code platforms that enable streamlined workflows tailored to your business needs.

  • Make.com. Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
  • Zapier. Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
  • Pabbly Connect. Pabbly Connect simplifies automation for everyone, connecting multiple apps and streamlining tasks with ease. Trust in our technical expertise and focus on making an impact in your field.
  • Integrately. Integrately helps to integrate your apps in 1 click using easy to set up automation templates. Live chat support and an impressive 10k+ customer base set it apart.
  • Albato. Albato is the ultimate platform for automating all your business needs. With no coding required, you can connect any apps and streamline your workflows. Plus, their App Integrator allows you to easily add missing apps to their library. Albato Embedded is perfect for SaaS.

Close and Salesforce Integration Price

If you have decided to use a workflow automation tool to connect Close and Salesforce, it's important to carefully analyze the cost of integration.

For those seeking pricing information on automation services that support Close and Salesforce integration, we have collected and organized the data for you. Check out our table below for details based on 100, 1K, 10K and 100K basic automations per month.

Basic automation includes only one trigger and one action, making it simple. For instance, creating a record in database every time a task is completed is a basic automation.

Price for 100, 1K, 10K and 100K basic automations per month
Automation Platform
Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Core

$10.59

Volume: 10K
Plan: Core

$18.82

Volume: 100K
Plan: Core

$214.31

Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Starter

$58.5

Volume: 10K
Plan: Professional

$193.5

Volume: 100K
Plan: Professional

$733.5

Volume: 100
Plan: Starter

$29.99

Volume: 1K
Plan: Starter

$29.99

Volume: 10K
Plan: Professional

$49

Volume: 100K
Plan: Business

$299

Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Basic

$19

Volume: 10K
Plan: Pro

$130

Volume: 100K
Plan:

Triggers and Actions supported by Close and Salesforce

Integrating Close and Salesforce involves identifying an automation that aligns with your business request.

Automations serve as a workflows that connect your applications, automating a business process. The Trigger acts as the event that initiates the automation, while the Action denotes the executed event.

We have carefully collected all the available Triggers and Actions from different Workflow Automation Platforms so that you can evaluate the integration possibilities and make an informed decision on how to integrate Close and Salesforce.

Close

When this happens

Select a Trigger

Salesforce

Do this

Select an Action

How to setup Close and Salesforce integration

  • Step 1: Choose a Workflow Automation Service that supports the integration of Close with Salesforce. Choose automation platform

    60 seconds

  • Step 2: Authenticate Close and Salesforce on the chosen automation service.

    60 seconds

  • Step 3: Select a Trigger for Close that will initiate your automation flow. Explore Triggers

    15 seconds

  • Step 4: Choose an appropriate Action to be executed by Salesforce once your automation scenario is triggered. Explore Actions

    15 seconds

  • Step 5: Configure the data that is exchanged between Close and Salesforce.

    120 seconds

  • Step 6: Finalize your integration by testing and publishing it. Voila! Sit back and enjoy the no-code automation.

Frequently Asked Questions

Does Close integrate with Salesforce?

You can connect Close and Salesforce automatically using no-code Workflow Automation Tool. Use Make.com, Zapier, Pabbly Connect, Integrately or Albato to link Close and Salesforce.

Can you Integrate Close and Salesforce for free?

Yes, you can use the free plan of Make.com, Zapier, Pabbly Connect or Integrately to connect Close to Salesforce for free, albeit with some limitations.

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