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Close integration

Sales automation and CRM integration for Close.

3 triggers · 6 actions
Connect Close freeSee what you can automate

Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.
When “New Lead Created” happens in Close, check the details with AI, then “Create Lead” and tell my team in Slack.
  • Simulated before it goes live
  • Fixes proposed when something breaks
  • One credit per run

Triggers

Start a workflow when this happens
  • WHEN
    New Lead Created

    Triggers when a new lead is created.

  • WHEN
    New Contact Added

    Triggers when a new contact is created.

  • WHEN
    New Opportunity Added

    Triggers when a new opportunity is created.

Actions

Then Calibra can do this for you
  • DO
    Create Lead

    Creates a new lead.

  • DO
    Create Contact

    Creates a new contact.

  • DO
    Find Lead

    Search for leads with advanced filtering options.

  • DO
    Create Opportunity

    Create a new opportunity.

  • DO
    Find Contact

    Search for contacts by name, email, or other criteria with advanced filtering.

  • DO
    Custom API Call

    Make a custom API call to a specific endpoint.

Questions

Is the Close integration free?

Yes. Close is available on every Calibra plan, including the free plan, which needs no card.

How is Close usage billed?

Calibra charges one credit per workflow run, however many steps it has. Steps that read from or write to this app do not cost extra.

Can I connect Close without writing code?

Yes. Describe the process in plain words and the AI copilot builds the workflow with Close for you. You can also use templates or the visual editor.

Describe your first process. Watch it run today.

Free plan, no card. One credit per run, however many steps it has.

Start freeSee pricing