Connect Instantly and Close
Integrate Instantly with Close to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Close when New Lead in Campaign in Instantly.ai
Update Contact in Close when New Lead in Campaign in Instantly.ai
Create Task in Close when New Lead in Campaign in Instantly.ai
Create Bulk Email in Close when New Lead in Campaign in Instantly.ai
Delete Email in Close when New Lead in Campaign in Instantly.ai
Popular Instantly + Close flows
Start from a real workflow other teams are already running.
Choose a trigger
Instantly
When this happens...
New Lead in Campaign
New Email Received
New Email Sent
Lead Unsubscribed
Campaign Completed
Lead Marked as not interested
Lead Marked as interested
Choose an action
Close
Automatically do this!
Create Contact
Update Contact
Create Task
Create Bulk Email
Delete Email
Update Call
Create Note
Create Call
List Contacts
List Lead Status
List Opportunity Status
List Pipelines
List SMS Templates
List Sequences
List User Scheduling Links
List Shared Scheduling Links
List Lead Custom Fields
List Contact Custom Fields
List Opportunity Custom Fields
List Custom Activity Types
List Custom Object Types
List Unsubscribed emails
Create Custom Activity
Create Custom Object
Create Export
Create SMS
Delete Email Address From Contact
Delete Logged Call
Merge Two Leads
Run Status Change Report
Toggle Forwarding on Phone Number
Update Custom Activity
Update Custom Object
Update Lead Smart View
Update Note
Find Call
Find Connected Account
Find Custom Object
Find Custom Activity
Find Contact
Find Group
Find Lead
Create Contact in Close when New Lead in Campaign in Instantly.ai
Use this flowUpdate Contact in Close when New Lead in Campaign in Instantly.ai
Use this flowCreate Task in Close when New Lead in Campaign in Instantly.ai
Use this flowCreate Bulk Email in Close when New Lead in Campaign in Instantly.ai
Use this flowDelete Email in Close when New Lead in Campaign in Instantly.ai
Use this flowUpdate Call in Close when New Lead in Campaign in Instantly.ai
Use this flowCreate Note in Close when New Lead in Campaign in Instantly.ai
Use this flowCreate Call in Close when New Lead in Campaign in Instantly.ai
Use this flowList Contacts in Close when New Lead in Campaign in Instantly.ai
Use this flowList Lead Status from Close when New Lead in Campaign in Instantly.ai
Use this flowSupported Triggers & Actions
Everything you can automate between Instantly and Close.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead in Campaign
Triggered when a new lead is created in a specific campaign.
New Email Received
Triggered when a new email is received in a specific campaign.
New Email Sent
Triggered when a new email is sent.
Lead Unsubscribed
Triggered when a specific lead is unsubscribed.
Campaign Completed
Triggered when a specific campaign is completed.
Lead Marked as not interested
Triggered when a Lead is marked as not interested.
Do thisActions
Action is the task that follows automatically within your Instantly integrations.
Create Lead
Create a lead in a list or campaign.
Create Lead List
Create an existing lead list.
Test account vitals
Test account vitals.
Add Lead to List
Add multiple leads to a list.
Add Lead to Campaign
Add multiple leads to a campaign.
Create Campaign
Create a campaign
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Instantly
Instantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
Learn moreSimilar apps
About Close
Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Instantly and Close accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Instantly and Close as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Close. No coding required.
Yes. You can set up a workflow where Instantly triggers actions in Close, and a separate workflow where Close triggers actions in Instantly. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Instantly and Close. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Instantly and Close integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
