Close Integration & Automation

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GET STARTED TODAY - AUTOMATE CLOSE

Automation flow builder for Close

Drag & drop automation flow builder

Up to 10X faster than custom development (engineering)

Pre-built automations and outstanding support

Generate PDFs, XSLX, CSVs and custom emails or reports

FIND OUT MORE
AUTOMATION AND DATA INTEGRATION

Welcome the automated company

dynamic insight allows you to integrate and automate processes with Close and 80 additional data integrations including major CRMs, ERPs, Business Intelligence (BI) tools, databases, file systems, analytics platforms, and finance and reporting tools. Thus, we provide an integration platform as a service (iPaaS) as well as a workflow and process automation drag & drop flow builder.

This allows you to save up to 10x time of development work and decreases maintenance. In just a few minutes, you can use our powerful low-code flow builder to connect to any system or API. Serving enterprise clients, we provide full GDPR (DSGVO) compliance and German based data centers.

Popular Close automation actions:

Actions

  • Get Contacts ✓
  • Get Opportunities ✓
  • Get Tasks ✓

Triggers

  • Schedule trigger ✓
  • On create / update trigger ✓
  • Manual trigger ✓
  • Webhook trigger ✓
  • Trigger by other automation ✓

Close integrations:

Close Connector IntegrationHubspot Connector Integration
Close <> Hubspot Integration
Close Connector IntegrationAirtable Connector Integration
Close <> Airtable Integration
Close Connector IntegrationAsana Connector Integration
Close <> Asana Integration
Close Connector IntegrationSalesForce Connector Integration
Close <> SalesForce Integration
Close Connector IntegrationIBM Watson Language Connector Integration
Close <> IBM Watson Language Integration
Close Connector IntegrationPipedrive Connector Integration
Close <> Pipedrive Integration
Close Connector IntegrationLambda AWS Connector Integration
Close <> Lambda AWS Integration
Close Connector IntegrationZendesk Connector Integration
Close <> Zendesk Integration
Close Connector IntegrationSendGrid Connector Integration
Close <> SendGrid Integration
Close Connector IntegrationGmail Connector Integration
Close <> Gmail Integration
Close Connector IntegrationJira Connector Integration
Close <> Jira Integration
Close Connector IntegrationGoogle Analytics Connector Integration
Close <> Google Analytics Integration
Close Connector IntegrationGoogle Calendar Connector Integration
Close <> Google Calendar Integration
Close Connector IntegrationREALCUBE Connector Integration
Close <> REALCUBE Integration
Close Connector IntegrationRecruitee Connector Integration
Close <> Recruitee Integration
Close Connector IntegrationGoogle Sheets Connector Integration
Close <> Google Sheets Integration
Close Connector IntegrationLinkedin Connector Integration
Close <> Linkedin Integration
Close Connector IntegrationMailchimp Connector Integration
Close <> Mailchimp Integration
Close Connector IntegrationsevDesk Connector Integration
Close <> sevDesk Integration
Close Connector IntegrationTrello Connector Integration
Close <> Trello Integration
Close Connector IntegrationGoogle Drive Connector Integration
Close <> Google Drive Integration
Close Connector IntegrationStripe Connector Integration
Close <> Stripe Integration
Close Connector IntegrationPostgreSQL Connector Integration
Close <> PostgreSQL Integration
Close Connector IntegrationX Tag Connector Integration
Close <> X Tag Integration
Close Connector IntegrationClockify Connector Integration
Close <> Clockify Integration
Close Connector IntegrationGoogle Docs Connector Integration
Close <> Google Docs Integration
Close Connector IntegrationPlentific Connector Integration
Close <> Plentific Integration
Close Connector Integrationfinleap connect Connector Integration
Close <> finleap connect Integration
Close Connector Integrationlexoffice Connector Integration
Close <> lexoffice Integration
Close Connector IntegrationCasavi Connector Integration
Close <> Casavi Integration
Close Connector IntegrationGoogle Contacts Connector Integration
Close <> Google Contacts Integration
Close Connector IntegrationMagento Connector Integration
Close <> Magento Integration
Close Connector IntegrationSES AWS Connector Integration
Close <> SES AWS Integration
Close Connector IntegrationZoom Connector Integration
Close <> Zoom Integration
Close Connector IntegrationMonday Connector Integration
Close <> Monday Integration
Close Connector IntegrationBillomat Connector Integration
Close <> Billomat Integration
Close Connector IntegrationActiveCampaign Connector Integration
Close <> ActiveCampaign Integration
Close Connector IntegrationGoogle Ads Connector Integration
Close <> Google Ads Integration
Close Connector IntegrationTrustpilot Connector Integration
Close <> Trustpilot Integration
Close Connector IntegrationS3 AWS Connector Integration
Close <> S3 AWS Integration
Close Connector IntegrationFastbill Connector Integration
Close <> Fastbill Integration
Close Connector IntegrationKIWI Connector Integration
Close <> KIWI Integration
Close Connector IntegrationGitlab Connector Integration
Close <> Gitlab Integration
Close Connector IntegrationEverReal Connector Integration
Close <> EverReal Integration
Close Connector IntegrationDropbox Connector Integration
Close <> Dropbox Integration
Close Connector IntegrationSlack Connector Integration
Close <> Slack Integration
Close Connector IntegrationGoogle Maps Connector Integration
Close <> Google Maps Integration
Close Connector IntegrationFreshDesk Connector Integration
Close <> FreshDesk Integration
Close Connector IntegrationFreshsales Connector Integration
Close <> Freshsales Integration
Close Connector IntegrationLineMetrics Connector Integration
Close <> LineMetrics Integration
Close Connector IntegrationTypeform Connector Integration
Close <> Typeform Integration
Close Connector IntegrationMessageBird Connector Integration
Close <> MessageBird Integration
Close Connector IntegrationTwilio Connector Integration
Close <> Twilio Integration
Close Connector IntegrationGoogle Translate Connector Integration
Close <> Google Translate Integration
Close Connector IntegrationZenloop Connector Integration
Close <> Zenloop Integration
Close Connector IntegrationTeamwork Connector Integration
Close <> Teamwork Integration
Close Connector IntegrationUPS Connector Integration
Close <> UPS Integration
Close Connector IntegrationSpryker Connector Integration
Close <> Spryker Integration
Close Connector IntegrationTeamwork CRM Connector Integration
Close <> Teamwork CRM Integration
Close Connector IntegrationMixpanel Connector Integration
Close <> Mixpanel Integration
Close Connector IntegrationClearbit Connector Integration
Close <> Clearbit Integration
Close Connector IntegrationCleverReach Connector Integration
Close <> CleverReach Integration
Close Connector Integrationsipgate Connector Integration
Close <> sipgate Integration
Close Connector IntegrationPlanradar Connector Integration
Close <> Planradar Integration
Close Connector IntegrationIntercom Connector Integration
Close <> Intercom Integration
Close Connector IntegrationKUGU Home Connector Integration
Close <> KUGU Home Integration
Close Connector IntegrationFintecSystems Connector Integration
Close <> FintecSystems Integration
Close Connector IntegrationSQS AWS Connector Integration
Close <> SQS AWS Integration
Close Connector IntegrationAssetti Connector Integration
Close <> Assetti Integration
Close Connector IntegrationThe Trade Desk Connector Integration
Close <> The Trade Desk Integration
Close Connector IntegrationiDWELL Connector Integration
Close <> iDWELL Integration
Close Connector Integrationdynamic insight Connector Integration
Close <> dynamic insight Integration
Close Connector IntegrationCoface Connector Integration
Close <> Coface Integration
Close Connector Integration21st Real Estate Connector Integration
Close <> 21st Real Estate Integration
Close Connector IntegrationAufzughelden Connector Integration
Close <> Aufzughelden Integration
Close Connector IntegrationPersonio Connector Integration
Close <> Personio Integration
Close Connector IntegrationTinyPNG Connector Integration
Close <> TinyPNG Integration
Close Connector IntegrationCrossbase Connector Integration
Close <> Crossbase Integration
Close Connector IntegrationQuickBooks Connector Integration
Close <> QuickBooks Integration
Close Connector IntegrationXero Connector Integration
Close <> Xero Integration
Close Connector IntegrationOutbrain Engage Connector Integration
Close <> Outbrain Engage Integration
Close Connector IntegrationSeafile Connector Integration
Close <> Seafile Integration
Close Connector IntegrationSegment Connector Integration
Close <> Segment Integration
Close Connector IntegrationWebflow Connector Integration
Close <> Webflow Integration
Close Connector IntegrationKonfiPay Connector Integration
Close <> KonfiPay Integration
Close Connector IntegrationPriceHubble Connector Integration
Close <> PriceHubble Integration
Close Connector IntegrationCriteo Connector Integration
Close <> Criteo Integration
Close Connector IntegrationOdoo Connector Integration
Close <> Odoo Integration
Close Connector IntegrationEasybill Connector Integration
Close <> Easybill Integration
Close Connector IntegrationBubble Connector Integration
Close <> Bubble Integration
Close Connector Integrationyousign Connector Integration
Close <> yousign Integration
Close Connector IntegrationAllthings Connector Integration
Close <> Allthings Integration
Close Connector IntegrationFILESTAGE Connector Integration
Close <> FILESTAGE Integration
Close Connector IntegrationCrunchbase Connector Integration
Close <> Crunchbase Integration
Close Connector IntegrationDatadog Connector Integration
Close <> Datadog Integration
Close Connector IntegrationWooCommerce Connector Integration
Close <> WooCommerce Integration
Close Connector IntegrationAircall Connector Integration
Close <> Aircall Integration
Close Connector Integrationd.velop Connector Integration
Close <> d.velop Integration
Close Connector IntegrationGraphQL Connector Integration
Close <> GraphQL Integration
Close Connector IntegrationNuki Connector Integration
Close <> Nuki Integration
Close Connector IntegrationUbiqiSense Connector Integration
Close <> UbiqiSense Integration
Close Connector IntegrationPayPal Connector Integration
Close <> PayPal Integration
Close Connector IntegrationChargebee Connector Integration
Close <> Chargebee Integration
Close Connector IntegrationZoho CRM Connector Integration
Close <> Zoho CRM Integration
Close Connector Integration15Five Connector Integration
Close <> 15Five Integration
Close Connector IntegrationClickSend Connector Integration
Close <> ClickSend Integration
Close Connector IntegrationSendy Connector Integration
Close <> Sendy Integration
Close Connector IntegrationLetterXpress Connector Integration
Close <> LetterXpress Integration
Close Connector IntegrationZuora Connector Integration
Close <> Zuora Integration
Close Connector IntegrationMailgun Connector Integration
Close <> Mailgun Integration
Close Connector IntegrationScheduler Helper Integration
Close <> Scheduler Integration
Close Connector IntegrationDict Helper Helper Integration
Close <> Dict Helper Integration
Close Connector IntegrationSpreadsheet Helper Helper Integration
Close <> Spreadsheet Helper Integration
Close Connector IntegrationMulti Case Helper Helper Integration
Close <> Multi Case Helper Integration
Close Connector IntegrationLooper Helper Integration
Close <> Looper Integration
Close Connector IntegrationRest Client Helper Integration
Close <> Rest Client Integration
Close Connector IntegrationCSV Helper Helper Integration
Close <> CSV Helper Integration
Close Connector IntegrationXLSX Helper Helper Integration
Close <> XLSX Helper Integration
Close Connector IntegrationFTP Helper Helper Integration
Close <> FTP Helper Integration
Close Connector IntegrationFile Storage Helper Helper Integration
Close <> File Storage Helper Integration
Close Connector IntegrationData Warehouse Helper Helper Integration
Close <> Data Warehouse Helper Integration
Close Connector IntegrationMail Sender Helper Integration
Close <> Mail Sender Integration
Close Connector IntegrationJSON Helper Helper Integration
Close <> JSON Helper Integration
Close Connector IntegrationMulti Flow Trigger Helper Integration
Close <> Multi Flow Trigger Integration
Close Connector IntegrationZIP Helper Helper Integration
Close <> ZIP Helper Integration
Close Connector IntegrationValidation Helper Helper Integration
Close <> Validation Helper Integration
Close Connector IntegrationSQL Connector Helper Integration
Close <> SQL Connector Integration
Close Connector IntegrationXML Helper Helper Integration
Close <> XML Helper Integration
Note: We can create new connections in under 48 hours. Please contact us stating the connector, action and your use-case.

Get started today

GET IN TOUCH

HOW CAN WE HELP?

Frequently Asked Questions (FAQ)

How can I integrate and automate Close?

First, you need to get in touch with us to sign up for a dynamic insight account. Next, you go to the settings section, where you can authenticate and configure the Close integration, among many others.

My app, tool or system is not listed as an integration above - how can I integrate it?

We can integrate most modern apps, tools or systems in under 48 hours upon request. Old fashioned systems and interfaces can take more time. Please contact us for details using the contact form.

What is dynamicInsight?

dynamic insight empowers businesses to automate all processes, connect all systems and build company-wide dashboards. This allows you to save cost, while dashboarding provides you with an integrated view of your entire business.

More technically, dynamic insight provides Automation, API Integration. ETL (Extract, Transform, Load), data warehouse and dashboarding functionality - all in one software! Additionally, we provide consulting services to ensure success. Our platform is hosted in Germany (Frankfurt) and fully GDPR compliant (DSGVO).