How to connect Salesforce and Close
Salesforce and Close integration is available through workflow automation tools – Make.com, Zapier, Pabbly Connect or 2 more. With the combination of 92 Salesforce triggers and 353 Close actions, you can create thousands of integration workflows to automate your work.
Popular Workflows for Salesforce and Close Integration
By integrating Salesforce with Close, users can create custom workflows that save time and increase efficiency. Here are some of the most popular workflows that can be achieved through their 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 Salesforce and Close
You can streamline your workflow processes between Salesforce and Close with these no-code automation platforms that don't require any coding experience. Browse through this list to find the right platform that enables customized workflows tailored to your specific business requirements.
- 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.
- Pricing Options
- FreemiumFree Trial
- Starting From
- 10$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 19$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 16$/month
Salesforce and Close Integration Price
When it comes to optimizing your workflow and streamlining tasks, integrating Salesforce and Close can be seamlessly achieved using no-code or low-code automation tools. However, it is crucial to understand the pricing aspects.
To help you better understand the pricing implications of using automation services for Salesforce and Close integration, we have gathered and organized pricing information in the table below. This includes details on 100, 1K, 10K and 100K basic automations per month.
A basic automation is a scenario, which includes a trigger and a single action. An example of simple automation is: every time form is filled send an email.
Automation Platform | 100 | 1K | 10K | 100K |
---|---|---|---|---|
Volume: 100 Plan: Free $0 Volume: 1K Plan: Core $10.59 Volume: 10K Plan: Core $18.82 Volume: 100K Plan: Core $214.31 | $0 Free | $10.59 Core | $18.82 Core | $214.31 Core |
Volume: 100 Plan: Free $0 Volume: 1K Plan: Starter $58.5 Volume: 10K Plan: Professional $193.5 Volume: 100K Plan: Professional $733.5 | $0 Free | $58.5 Starter | $193.5 Professional | $733.5 Professional |
Volume: 100 Plan: Starter $29.99 Volume: 1K Plan: Starter $29.99 Volume: 10K Plan: Professional $49 Volume: 100K Plan: Business $299 | $29.99 Starter | $29.99 Starter | $49 Professional | $299 Business |
Volume: 100 Plan: Free $0 Volume: 1K Plan: Basic $19 Volume: 10K Plan: Pro $130 Volume: 100K Plan: | $0 Free | $19 Basic | $130 Pro |
Triggers and Actions supported by Salesforce and Close
Integrating Salesforce and Close often involves finding automation that is suitable for 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.
To provide you with the best options for integrating Salesforce and Close, we have meticulously collected all of the available Triggers and Actions from different Workflow Automation Platforms.
When this happens
Select a Trigger
Do this
Select an Action
How to setup Salesforce and Close integration
Step 1: Choose a Workflow Automation Service that supports the integration of Salesforce with Close. Choose automation platform
60 seconds
60 secondsStep 2: Authenticate Salesforce and Close on the chosen automation service.
60 seconds
60 secondsStep 3: Select a Trigger for Salesforce that will initiate your automation flow. Explore Triggers
15 seconds
15 secondsStep 4: Select a resulting Action for Close that will follow the Trigger event in your automation flow. Explore Actions
15 seconds
15 secondsStep 5: Configure the data that is exchanged between Salesforce and Close.
120 seconds
120 secondsStep 6: Complete your integration by testing and publishing it. You're all set!
More integrations to Salesforce
If you're looking for new ways to automate tasks with Salesforce, check out our list of other popular integrations. Salesforce Integrations
More integrations to Close
Explore the list of other popular Close integrations. Close Integrations
Frequently Asked Questions
Does Salesforce integrate with Close?
- You can connect Salesforce and Close automatically using no-code Workflow Automation Tool. Use Make.com, Zapier, Pabbly Connect, Integrately or Albato to link Salesforce and Close.
Can you Integrate Salesforce and Close for free?
- Yes, you can use the free plan of Make.com, Zapier, Pabbly Connect or Integrately to connect Salesforce to Close for free, albeit with some limitations.