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Powerful integrations. Flexible API.

Close.io Integrations
Taylor Brooks

When it comes to sales software, Close.io has one of the most flexible and powerful APIs on the market. Any and every feature in Close.io has an API endpoint, which gives me full control of my data and how I’d like it structured.

Taylor Brooks

Founder of DripEmails.com

DripEmails.com

Connect to your favorite apps

Capture and collect the information you need from the apps you use daily.

Use Zapier to quickly integrate Close.io with hundreds of apps

There are hundreds of ready-to-use Zaps available for you to connect Close.io with other applications. Even advanced Multi-Step Zaps are available for Close.io users, which enable you to execute multiple actions in one automated sequence.

Zendesk

Connect directly to your support software

If you’re using Desk.com, Groove, HelpScout or Zendesk it’s very easy to sync your support tickets with Close.io. Simply create a Close.io user for your support software account and the entire support history plus all future support tickets with each lead will show up in Close.io.

WuFoo

Capture leads from web forms

Want to capture new leads from online form submissions? Whether you’re using Wufoo, Google Forms, Gravity Forms or your own custom forms, it’s easy to connect your forms to Close.io to create new and update existing leads.

Automatically enrich your lead and contact data with Clearbit

Clearbit's Close.io integration enriches all your Close.io leads with person and company information, helping your sales team qualify and convert leads faster.

Ready-to-use 2-way integrations with Bedrock Data

Whether you want to sync your marketing analytics data to Close.io, automate marketing campaigns from Bedrock Data to Close.io or sync Close.io leads and contacts to and from your finance platform, you can get it up and running in less than 10 minutes with no technical expertise.

Drip Emails

Automated follow-ups, drip campaigns and more

Whether you want to send automated follow-ups sequences in Close.io with just a few clicks or create a drip email campaign from within Close.io using your existing email templates and mail merge fields, our integration partners Quickmail.io and Dripemails.com have you covered.

One-click integration links

Instantly get more context around your leads.

Create an Integration Link to pull in more information about your leads. Search for a Lead’s company name in Google, look up a Contact’s email in your internal database, or send sales documents to sign based on Opportunity data.

All in just one click.

Have full control of your data

Integrate all of Close.io’s functionality into your existing toolset through our API.

Set up custom reporting

Create custom reporting for leads that match specific criteria. Define your criteria in a Smart View and get automatically updated reports on all leads that match those criteria.

Create custom admin panels

Are you running a large sales organization with very specific and unique needs? Use Close.io’s API to build your own admin panels and create a more streamlined process for your team.

Build your own integrations

Want to create leads from your own application or website? Connect directly from your app or website to Close.io, without having to rely on any third-party services to get the data from A to B.

Design your own dashboards

Close.io gives you full control over your data. If you want to build your own dashboards or see your sales numbers in existing BI or reporting tools, our API allows you to pull out all the data you need.

Generate automated email digests

Create automated daily, weekly or monthly email digests that goes out to all your reps. Show their individual performance metrics for any given time period and benchmark it against the overall team members.

Collect new lead contact data with one click

Want to get new leads into Close.io from websites or social media profiles? Just get the free Close.io Lead Clipper. It will automatically detect contact information on any website and create a Close.io lead with just one click.

Discover the full power and potential of the Close.io API.

View API documentation

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