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Integrations

Integrations with Close.io

Email account integration Our 2-way email sync creates a built-in integration with your email account (Gmail, Outlook, and more) Help Desk software How to integrate Help Desk software (Desk.com, Groove...

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Integration links

What are Integration Links? Integration Links are a way to integrate other websites and systems with Close.io. You can use them to quickly jump to other websites and pass them data from your Leads, Contacts ...

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Helpdesk integration

Display support emails in Close.io The beauty of Close.io's two-way email sync is that if your help desk software simply sends/receives from your support@ or help@ (or whatever) email account, those emails c...

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BCC the first reply to a ticket from Desk.com

Note: under most circumstances you would want to use our direct SMTP/IMAP integration with Desk.com. ​ Often times you might want to create a Lead in Close.io if someone sends a message to your support team...

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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...

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Common integrations via Bedrock Data (Marketo, Shopify, Desk.com, Eventbrite)

See a list of all Close.io integrations via Bedrock Data here. Sync Marketo marketing leads in with Close.io leads and contacts Automate the flow of leads from Marketo into Close.io or automate email ...

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Setting up Bedrock Data

Mapping Your Fields Match up your Close.io data with other data from the many other systems supported on the Bedrock Data platform. In each system that you are connecting to Bedrock, there are different...

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Setting Up Quickmail Email Automation

Step 1 Sign up for a Quickmail account or a free 14 day trial to test out the service at https://quickmail.io/ Step 2 Once you’ve created an account, integrate Close.io with your new account by pasting ...

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Integrating Your Email Automation Provider Using Zapier: Step 1

We have several email automation providers that have created a native integration with Close.io. However, if these options don’t meet your needs, you can connect Close.io to another email automation provider u...

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Integrating Your Email Automation Provider Using Zapier: Step 2, Ending the Campaign

While Woodpecker automatically ends the campaign for the individual should the contact respond to you, you can also set up a second zap to stop emails to an entire lead if you move the lead into a particular st...

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