How do I automate Close workflows?

Start by describing your desired automation in Miniloop's chat interface. For example, 'When a new lead is added in Close, send a welcome email.' Miniloop will transform your description into a structured workflow that runs automatically.

Can I connect Close to other tools?

Absolutely! Miniloop connects Close to 240+ apps, including Gmail, Google Sheets, and Twilio. You can automate workflows that sync data, trigger actions, and streamline your entire process.

What automation features does Close offer?

Close provides built-in calling, email, and SMS functionalities. You can automate follow-ups, notifications, and data synchronization to enhance your sales efforts and communication.

Do I need to know how to code?

No coding is required! Miniloop uses natural language to create workflows. Just describe your automation needs, and Miniloop handles the technical details.

How is Miniloop different from Close's native automation?

Miniloop offers more flexibility and a broader range of integrations. You can connect to any app, build complex workflows, and use AI-driven insights, unlike Close's limited native options.

All Integrations

Automate Close Workflows with Miniloop

Easily manage your CRM tasks. Automate calling, emailing, and SMS notifications to streamline your sales processes.

Start Automating Close Contact Sales

Miniloop

What you can automate

Connect Close to your stack and let AI handle the rest

Automate Close notifications and alerts

Receive instant alerts for key events in Close. Stay updated on calls, emails, and SMS messages without manual checks.

Try This Workflow

Sync Close data with other tools

Automatically sync your Close data with CRMs, spreadsheets, and other applications. Keep your information consistent across platforms.

Build This Workflow

AI-powered analysis of Close data

Leverage AI to analyze your Close data and generate insights and reports. Make data-driven decisions faster than ever.

Automate Reports

Trigger workflows from Close events

Start workflows automatically based on actions in Close. For instance, trigger follow-ups when a call is completed.

Set Up Triggers

Example workflows

Real automations you can build with Close

Automate new lead welcome emails

When a new lead is added in Close, automatically send a personalized welcome email to engage them right away.

New lead is added in Close

Extract lead details (name, email)

Compose welcome email

Send email to lead

Best for: Sales teams looking to improve lead engagement

Try This Workflow

AI-driven sales performance analysis

Utilize AI to analyze your sales data in Close and generate actionable insights to boost team performance.

Gather sales data from Close

Analyze performance metrics

Generate report with insights

Send report to team

Best for: Sales managers and analysts

Build This Workflow

How to Automate Close Workflows

Describe your workflow, let AI build it, and watch it run automatically. No coding needed.

Describe your workflow

Tell Miniloop what you want to automate with Close. For example: 'When a new lead is added, send a welcome email.'

AI builds the workflow

Miniloop transforms your description into a structured workflow, integrating all necessary actions and checks.

Run automatically

Your workflow executes based on triggers or schedules, ensuring consistency and reliability in your sales processes.

Often used with

Popular integrations alongside Close

HubSpot

CRM

Salesforce

CRM

Gmail

Communication

Google Sheets

Spreadsheets

Twilio

Communication

Mailchimp

Marketing

Frequently Asked Questions

Ready to automate Close?

Build your first workflow in minutes. No code required.

Get Started