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Connect Close to Flexie

Automate workflows and sync data between Close and Flexie with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Close & Flexie?

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Close and Flexie perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Close and Flexie for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

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Close

Triggers (4)

New Custom Event

Emit new event when the configured types of events are triggered. See all possibilities

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New Lead

Emit new event when a new Lead is created

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New Lead Status Change

Emit new event when a Lead's status is changed

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New Opportunity

Emit new event when a new Opportunity is created

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Actions (6)

Create Lead

Creates a lead. See the documentation

Custom Action

Makes an arbitrary call to the Close API. See the documentation for all options.

List Lead ID Options

Retrieves available options for the Lead ID field.

List Status ID Options

Retrieves available options for the Status ID field.

Search Leads

Search leads with a given field and word. See the documentation

Update Lead

Updates a lead. See the documentation

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Flexie

No public trigger or action list is available for Flexie yet.

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

How It Works

1

Connect Apps

Authenticate your Close and Flexie accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Close and Flexie with 4 public triggers available for instant updates.

Automated Actions

Execute 6 public actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Close and Flexie in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Close and Flexie with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

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Reverse Integration Available

Also connect Flexie to Close for bidirectional automation

View Integration
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All Close Integrations

Explore all available Close connections

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All Flexie Integrations

Explore all available Flexie connections

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Ready to Connect Close & Flexie?

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