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Common integrations via Zapier (Wufoo, Mailchimp, HipChat, Slack, Google Forms, etc.)

Scroll down in this article to see examples of how to use Zapier.com, a 3rd party service to help with common integrations with Close.io. Examples on this page include integrating Close.io with Wufoo, Mailchimp, HipChat, Slack, and Google Forms.

List of Close.io integrations on Zapier.com

Automatically Create Close.io Leads from Wufoo Form Submissions

Ever wanted to automatically create leads in Close.io from your Wufoo form submissions? Here’s how to do just that with Zapier.

All you’ll need is:

  • A Zapier account
  • A Close.io account
  • A Wufoo account with an active form

Getting Your Accounts Ready

To connect your Close.io account to Zapier, you will just need your API key. Then, in Wufoo, just make sure you already have a form active that’s collecting contact info. Have your account info handy for Wufoo as well to add it to Zapier.

Now you’re ready to get Close.io and Wufoo working together.

Integrating Close.io with Your Wufoo Form

All we’ll have to do now is create a new Zap that connects your Wufoo form to your Close.io account and automatically creates new Close.io leads from your Wufoo form submissions. Just click the “Use this Zap” button here to get started.

You’ll first need to connect your Wufoo account. After clicking on “Connect”, enter your Wufoo login email, password, and account name so Zapier can connect to your Wufoo account.

Zapier will load your Wufoo forms, and let you pick the one you need to use. Just click the down arrow and scroll through the forms listed or use the search box to find the form you want to connect to Close.io. Once you’ve clicked it, click the “Save + continue” button.

Now, it’s time to connect your Close.io account. Enter the API key for your Close.io account and Zapier will make the connection.

You’re almost done. All that’s left is to match up the information from your Wufoo form to the lead fields in your Close.io account. Click the Wufoo button beside every item, and select the form info that’s appropriate for that field in Close.io. The possibilities here are endless; anything from your Wufoo form can be seamlessly added right into a new lead in Close.io.

Once you’ve got everything from your form linked to the correct Close.io fields, click the button on the bottom to finish making your Zap.

With the hard work done, you can now test the Zap to ensure that everything is connected the way you wanted. Once the tests are done, go check your Close.io account and make sure the new lead was added correctly. If so, you’re all set and Zapier will now automatically create new Close.io leads anytime your Wufoo form is filled out.

If you ever want to change your Close.io and Wufoo integration, or would like to automate anything else with Zapier, just go to zapier.com, login to your account, and tweak anything you’d like.

Send Google Form Entries to Close.io as Leads

Ever wanted to automatically create leads in Close.io from your Google form submissions? Here’s how to do just that with Zapier.

All you’ll need is:

  • A Zapier account​
  • A Close.io account
  • A Google spreadsheet accepting form entries

Getting Your Accounts Ready

To connect your Close.io account to Zapier, you will just need your API key. Then, for your Google spreadsheet, you will need your Google email and password. Now you’re ready to get Close.io and the Google spreadsheet working together.

Integrating Close.io with Your Google Form

Now, all we will need to do is create a new Zap that connects your spreadsheet emails to your Close.io account and then automatically creates new Close.io leads from those emails. Just click the “Use this Zap” button here to get started.

The very first thing you will need to do is ensure the Google spreadsheet that is capturing the data from your form is set up in a Zapier friendly way. We’ve got a great primer on how to do that here.

From there you will connect your Google Docs account. After clicking on “Connect”, enter your Google login email and password so Zapier can connect to your Google account.

Zapier will load your Google spreadsheets, and you can pick the one that is hosting your form entries. Just click the down arrow and scroll through the list to choose the status you want to use. Once you’ve clicked it, click the “Save + continue” button.

Now, it’s time to connect your Close.io account. Enter the API key for your Close.io account and Zapier will make the connection.

Once your account is connected, you can match lead information from the spreadsheet to Close.io. The possibilities here are endless; anything from your Google Form can be seamlessly added right into a new lead in Close.io by clicking on “show advanced options”.

All of the hard work is over, and you can now test the Zap to ensure that everything is connected the way you wanted. Once the tests are done, go check your Close.io account and make sure the new lead was added correctly. If so, you’re all set and Zapier will now automatically create new Close.io leads anytime your spreadsheet form is filled out.

If you ever want to change your Close.io and spreadsheet integration, or would like to automate anything else with Zapier, just go to zapier.com, login to your account, and tweak anything you’d like.

Alert Teammates of New Close.io Opportunities in Hipchat

Sending Close.io opportunities directly to your teammates in a Hipchat room has never been easier! Here’s how to do just that with Zapier.

All you’ll need is:

  • A Zapier account
  • A Close.io account
  • A Hipchat account and admin token

Getting Your Accounts Ready

To connect your Close.io account to Zapier, you will just need your API key. Then, for HipChat, just make sure you have your auth token as we will use that to authenticate your account. Be sure that it is an admin token or you won’t be able to connect your account.

Now you’re ready to get Close.io and Hipchat working together.

Integrating Close.io with Your Hipchat Account

Now, all we will need to do is create a new Zap that connects your Close.io opportunities to your Hipchat account and then automatically creates new messages from those opportunities. Just click the “Use this Zap” button here to get started.

First you will want to to connect your Close.io account to Zapier. Enter the API key for your Close.io account and Zapier will make the connection.

Zapier will load your Close.io opportunity status types, and lets you pick the one you need to use. Just click the down arrow and scroll through the list to choose the status you want to use. Once you’ve clicked it, click the “Save + continue” button.

You’ll then need to connect your HipChat account. After clicking on “Connect”, enter your auth token so Zapier can connect to your HipChat account.

Once your account is connected, you can select the HipChat room you want to send the message to. We have already filled out a few other advanced fields for you so the zap is ready to go.

With all of the hard work over, you can now test the Zap to ensure that everything is connected the way you wanted. Once the tests are done, go check your Hipchat account and make sure the message came through. If so, you’re all set and Zapier will now automatically create new messages in the Hipchat room of your choice anytime a new opportunity is created in Close.io.

If you ever want to change your Close.io and HipChat integration, or would like to automate anything else with Zapier, just go to Zapier.com, login to your account, and tweak anything you’d like.

Send New Close.io Leads to Slack

Sending Close.io leads directly to your teammates in a Slack channel has never been easier! Here’s how to do just that with Zapier.

All you’ll need is:

  • Zapier account
  • A Close.io account
  • A Slack account

Getting Your Accounts Ready

To connect your Close.io account to Zapier, you will just need your API key. Then, for Slack, you’ll only need to name your account and then authorize the connection to add your account to Zapier.

Now you’re ready to get Close.io and Slack working together.

Integrating Close.io with Your Slack Account

Now, all we will need to do is create a new Zap that connects your Close.io leads to your Slack account and then automatically creates new messages from those leads. Just click the “Use this Zap” button here to get started.

First you will want to to connect your Close.io account to Zapier. Enter the API key for your Close.io account and Zapier will make the connection.

You’ll then need to connect your Slack account. After clicking on “Connect”, you’ll be redirected to Slack where you’ll be asked to authorize the connection.

Once your account is connected, you can select the Slack channel you want to send the message to. We have already filled out the “text” field for you so the zap is ready to go.

With all of the hard work over, you can now test the Zap to ensure that everything is connected the way you wanted. Once the tests are done, go check your Slack channel and make sure the message came through. If so, you’re all set and Zapier will now automatically create new messages in the Slack channel of your choice anytime a new lead is created in Close.io.

If you ever want to change your Close.io and Slack integration, or would like to automate anything else with Zapier, just go to Zapier.com, login to your account, and tweak anything you’d like.

Automatically Send Close.io Leads to Mailchimp

Sending Close.io leads directly to your Mailchimp list has never been easier! Here’s how to do just that with Zapier.

All you’ll need is:

  • A Zapier account
  • A Close.io account
  • A Mailchimp account

Getting Your Accounts Ready

To connect your Close.io account to Zapier, you will just need your API key. Then, for Mailchimp, you’ll only need your username and password authorize the connection to add your account to Zapier.

Now you’re ready to get Close.io and Mailchimp working together.

Integrating Close.io with Your Mailchimp Account

Now, all we will need to do is create a new Zap that connects your Close.io leads to your Mailchimp list and then automatically creates new subscribers from those leads. Just click the “Use this Zap” button here</a> to get started.

First you will want to to connect your Close.io account to Zapier. Enter the API key for your Close.io account and Zapier will make the connection.  

You’ll then need to connect your Mailchimp account. After clicking on “Connect”, you’ll be asked to enter in your Mailchimp username and password to authorize the connection.

Once your account is connected, you can select the Mailchimp list you want to add the new subscriber to. We have already filled out the “email” field for you so the zap is ready to go.

With all of the hard work over, you can now test the Zap to ensure that everything is connected the way you wanted. Once the tests are done, go check your Mailchimp list and make sure the subscriber came through. If so, you’re all set and Zapier will now automatically create new subscribers in the Mailchimp list of your choice anytime a new lead is created in Close.io.

If you ever want to change your Close.io and Mailchimp integration, or would like to automate anything else with Zapier, just go to Zapier.com, login to your account, and tweak anything you’d like.